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Valmark Advisers, Inc.: VIG position timeline

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

Valmark Advisers, Inc. held 151,846 VIG 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 151,846 shares
    Change vs previous 13F -1,899 shares

    0.38% of the 13F portfolio, value $35,929,894.

    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 153,745 shares
    Change vs previous 13F +707 shares

    0.39% of the 13F portfolio, value $33,064,385.

    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 153,038 shares
    Change vs previous 13F +407 shares

    0.41% of the 13F portfolio, value $33,634,689.

    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 152,631 shares
    Change vs previous 13F +529 shares

    0.43% of the 13F portfolio, value $32,936,296.

    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 152,102 shares
    Change vs previous 13F +3,869 shares

    0.43% of the 13F portfolio, value $31,130,780.

    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 148,233 shares
    Change vs previous 13F -123 shares

    0.43% of the 13F portfolio, value $28,755,665.

    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 148,356 shares
    Change vs previous 13F +791 shares

    0.45% of the 13F portfolio, value $29,052,631.

    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 147,565 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $29,226,633.

    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).