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Valmark Advisers, Inc.: VXF position timeline

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

Valmark Advisers, Inc. held 148,811 VXF 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 148,811 shares
    Change vs previous 13F +1,659 shares

    0.39% of the 13F portfolio, value $36,638,674.

    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 147,152 shares
    Change vs previous 13F +6,226 shares

    0.36% of the 13F portfolio, value $30,283,857.

    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 140,926 shares
    Change vs previous 13F +6,497 shares

    0.36% of the 13F portfolio, value $29,470,431.

    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 134,429 shares
    Change vs previous 13F +3,040 shares

    0.36% of the 13F portfolio, value $28,141,357.

    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 131,389 shares
    Change vs previous 13F +4,264 shares

    0.35% of the 13F portfolio, value $25,320,046.

    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 127,125 shares
    Change vs previous 13F +8,598 shares

    0.33% of the 13F portfolio, value $21,898,467.

    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 118,527 shares
    Change vs previous 13F +3 shares

    0.35% of the 13F portfolio, value $22,517,744.

    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 118,524 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $21,570,109.

    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).