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Valmark Advisers, Inc.: VTEB position timeline

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

Valmark Advisers, Inc. held 224,731 VTEB 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 224,731 shares
    Change vs previous 13F +38,048 shares

    0.12% of the 13F portfolio, value $11,366,908.

    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 186,683 shares
    Change vs previous 13F +13,803 shares

    0.11% of the 13F portfolio, value $9,313,606.

    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 172,880 shares
    Change vs previous 13F +8,441 shares

    0.11% of the 13F portfolio, value $8,694,147.

    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 164,439 shares
    Change vs previous 13F +10,169 shares

    0.11% of the 13F portfolio, value $8,233,473.

    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 154,270 shares
    Change vs previous 13F +12,171 shares

    0.11% of the 13F portfolio, value $7,563,845.

    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 142,099 shares
    Change vs previous 13F -26,900 shares

    0.11% of the 13F portfolio, value $7,050,961.

    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 168,999 shares
    Change vs previous 13F +10,998 shares

    0.13% of the 13F portfolio, value $8,471,914.

    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 158,001 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $8,077,013.

    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).