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Valmark Advisers, Inc.: VGSH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Valmark Advisers, Inc. on VGSH, newest first. How the timeline and the estimate are built.

Valmark Advisers, Inc. held 1,350,317 VGSH shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,350,317 shares
    Change vs previous 13F +89,419 shares

    0.83% of the 13F portfolio, value $78,588,447.

    13F-HR 0001380443-26-000004 filed by Valmark Advisers, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,260,898 shares
    Change vs previous 13F -87,353 shares

    0.88% of the 13F portfolio, value $73,812,998.

    13F-HR 0001380443-26-000003 filed by Valmark Advisers, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,348,251 shares
    Change vs previous 13F +36,495 shares

    0.98% of the 13F portfolio, value $79,182,794.

    13F-HR 0001380443-26-000002 filed by Valmark Advisers, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,311,756 shares
    Change vs previous 13F +38,171 shares

    1% of the 13F portfolio, value $77,196,866.

    13F-HR 0001380443-25-000005 filed by Valmark Advisers, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,273,585 shares
    Change vs previous 13F +10,157 shares

    1.04% of the 13F portfolio, value $74,861,351.

    13F-HR 0001085146-25-004098 filed by Valmark Advisers, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,263,428 shares
    Change vs previous 13F -8,547 shares

    1.12% of the 13F portfolio, value $74,150,564.

    13F-HR 0001085146-25-002236 filed by Valmark Advisers, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,271,975 shares
    Change vs previous 13F -1,268,500 shares

    1.15% of the 13F portfolio, value $74,003,491.

    13F-HR 0001085146-25-000650 filed by Valmark Advisers, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 2,540,475 shares
    Change vs previous 13F not available

    2.34% of the 13F portfolio, value $149,938,847.

    13F-HR 0001085146-24-005160 filed by Valmark Advisers, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).