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Valmark Advisers, Inc.: VTIP position timeline

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

Valmark Advisers, Inc. held 7,347,518 VTIP 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 7,347,518 shares
    Change vs previous 13F +273,565 shares

    3.92% of the 13F portfolio, value $369,065,829.

    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 7,073,953 shares
    Change vs previous 13F +357,681 shares

    4.2% of the 13F portfolio, value $353,343,969.

    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 6,716,272 shares
    Change vs previous 13F +314,697 shares

    4.1% of the 13F portfolio, value $332,186,809.

    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 6,401,575 shares
    Change vs previous 13F +263,810 shares

    4.19% of the 13F portfolio, value $324,111,721.

    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 6,137,765 shares
    Change vs previous 13F +137,896 shares

    4.3% of the 13F portfolio, value $308,545,456.

    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 5,999,869 shares
    Change vs previous 13F +195,252 shares

    4.52% of the 13F portfolio, value $299,393,478.

    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 5,804,617 shares
    Change vs previous 13F +50,040 shares

    4.36% of the 13F portfolio, value $281,059,543.

    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 5,754,577 shares
    Change vs previous 13F not available

    4.44% of the 13F portfolio, value $283,758,208.

    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).