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Valmark Advisers, Inc.: VNQ position timeline

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

Valmark Advisers, Inc. held 156,168 VNQ 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 156,168 shares
    Change vs previous 13F -2,440 shares

    0.16% of the 13F portfolio, value $15,059,238.

    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 158,608 shares
    Change vs previous 13F -3,558 shares

    0.17% of the 13F portfolio, value $14,068,498.

    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 162,166 shares
    Change vs previous 13F -60,362 shares

    0.18% of the 13F portfolio, value $14,350,039.

    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 222,528 shares
    Change vs previous 13F +3,188 shares

    0.26% of the 13F portfolio, value $20,343,471.

    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 219,340 shares
    Change vs previous 13F +5,411 shares

    0.27% of the 13F portfolio, value $19,534,425.

    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 213,929 shares
    Change vs previous 13F +19,519 shares

    0.29% of the 13F portfolio, value $19,369,159.

    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 194,410 shares
    Change vs previous 13F +21,890 shares

    0.27% of the 13F portfolio, value $17,318,041.

    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 172,520 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $16,806,911.

    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).