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Valmark Advisers, Inc.: VIOO position timeline

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

Valmark Advisers, Inc. held 25,563 VIOO 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 25,563 shares
    Change vs previous 13F -3,796 shares

    0.04% of the 13F portfolio, value $3,515,935.

    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 29,359 shares
    Change vs previous 13F -433 shares

    0.04% of the 13F portfolio, value $3,371,294.

    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 29,792 shares
    Change vs previous 13F -2,355 shares

    0.04% of the 13F portfolio, value $3,305,720.

    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 32,147 shares
    Change vs previous 13F -4,921 shares

    0.05% of the 13F portfolio, value $3,551,279.

    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 37,068 shares
    Change vs previous 13F +22,090 shares

    0.05% of the 13F portfolio, value $3,752,394.

    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 14,978 shares
    Change vs previous 13F +266 shares

    0.02% of the 13F portfolio, value $1,445,527.

    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 14,712 shares
    Change vs previous 13F -1,053 shares

    0.02% of the 13F portfolio, value $1,560,060.

    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 15,765 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,705,458.

    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).