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Valmark Advisers, Inc.: VSS position timeline

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

Valmark Advisers, Inc. held 68,442 VSS 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 68,442 shares
    Change vs previous 13F -4,923 shares

    0.11% of the 13F portfolio, value $10,559,916.

    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 73,365 shares
    Change vs previous 13F +2,397 shares

    0.13% of the 13F portfolio, value $10,695,915.

    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 70,968 shares
    Change vs previous 13F +1,067 shares

    0.13% of the 13F portfolio, value $10,171,874.

    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 69,901 shares
    Change vs previous 13F -1,412 shares

    0.13% of the 13F portfolio, value $9,964,418.

    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 71,313 shares
    Change vs previous 13F +911 shares

    0.13% of the 13F portfolio, value $9,583,783.

    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 70,402 shares
    Change vs previous 13F +8,597 shares

    0.12% of the 13F portfolio, value $8,138,496.

    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 61,805 shares
    Change vs previous 13F +4,457 shares

    0.11% of the 13F portfolio, value $7,075,471.

    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 57,348 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $7,223,581.

    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).