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Valmark Advisers, Inc.: VOO position timeline

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

Valmark Advisers, Inc. held 497,985 VOO 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 497,985 shares
    Change vs previous 13F -3,691 shares

    3.63% of the 13F portfolio, value $342,021,215.

    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 501,676 shares
    Change vs previous 13F -77,827 shares

    3.56% of the 13F portfolio, value $299,776,688.

    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 579,503 shares
    Change vs previous 13F +13,394 shares

    4.48% of the 13F portfolio, value $363,423,991.

    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 566,109 shares
    Change vs previous 13F +7,463 shares

    4.48% of the 13F portfolio, value $346,673,919.

    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 558,646 shares
    Change vs previous 13F -5,230 shares

    4.42% of the 13F portfolio, value $317,327,888.

    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 563,876 shares
    Change vs previous 13F +24,659 shares

    4.37% of the 13F portfolio, value $289,781,557.

    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 539,217 shares
    Change vs previous 13F -14,261 shares

    4.5% of the 13F portfolio, value $290,535,286.

    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 553,478 shares
    Change vs previous 13F not available

    4.57% of the 13F portfolio, value $292,053,567.

    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).