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Valmark Advisers, Inc.: VUSB position timeline

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

Valmark Advisers, Inc. held 140,948 VUSB 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 140,948 shares
    Change vs previous 13F +65,320 shares

    0.07% of the 13F portfolio, value $7,016,410.

    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 75,628 shares
    Change vs previous 13F +17,926 shares

    0.04% of the 13F portfolio, value $3,765,161.

    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 57,702 shares
    Change vs previous 13F +2,961 shares

    0.04% of the 13F portfolio, value $2,875,863.

    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 54,741 shares
    Change vs previous 13F +3,292 shares

    0.04% of the 13F portfolio, value $2,736,776.

    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 51,449 shares
    Change vs previous 13F +1,336 shares

    0.04% of the 13F portfolio, value $2,565,504.

    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 50,113 shares
    Change vs previous 13F +964 shares

    0.04% of the 13F portfolio, value $2,498,384.

    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 49,149 shares
    Change vs previous 13F -3,702 shares

    0.04% of the 13F portfolio, value $2,438,773.

    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 52,851 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,639,379.

    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).