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Valmark Advisers, Inc.: VHT position timeline

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

Valmark Advisers, Inc. held 9,448 VHT 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 9,448 shares
    Change vs previous 13F -124 shares

    0.03% of the 13F portfolio, value $2,824,898.

    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 9,572 shares
    Change vs previous 13F -320 shares

    0.03% of the 13F portfolio, value $2,606,706.

    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 9,892 shares
    Change vs previous 13F +16 shares

    0.04% of the 13F portfolio, value $2,847,398.

    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 9,876 shares
    Change vs previous 13F -135 shares

    0.03% of the 13F portfolio, value $2,563,797.

    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 10,011 shares
    Change vs previous 13F +375 shares

    0.03% of the 13F portfolio, value $2,486,245.

    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 9,636 shares
    Change vs previous 13F +396 shares

    0.04% of the 13F portfolio, value $2,551,004.

    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 9,240 shares
    Change vs previous 13F +766 shares

    0.04% of the 13F portfolio, value $2,344,050.

    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 8,474 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,391,473.

    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).