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Valmark Advisers, Inc.: VTV position timeline

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

Valmark Advisers, Inc. held 95,418 VTV 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 95,418 shares
    Change vs previous 13F -5,015 shares

    0.22% of the 13F portfolio, value $20,794,520.

    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 100,433 shares
    Change vs previous 13F +19,559 shares

    0.23% of the 13F portfolio, value $19,704,875.

    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 80,874 shares
    Change vs previous 13F +4,755 shares

    0.19% of the 13F portfolio, value $15,446,181.

    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 76,119 shares
    Change vs previous 13F +7,853 shares

    0.18% of the 13F portfolio, value $14,195,505.

    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 68,266 shares
    Change vs previous 13F +2,398 shares

    0.17% of the 13F portfolio, value $12,065,285.

    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 65,868 shares
    Change vs previous 13F -2,677 shares

    0.17% of the 13F portfolio, value $11,378,028.

    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 68,545 shares
    Change vs previous 13F -4,675 shares

    0.18% of the 13F portfolio, value $11,604,671.

    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 73,220 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $12,782,043.

    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).