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Valmark Advisers, Inc.: VYM position timeline

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

Valmark Advisers, Inc. held 272,000 VYM 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 272,000 shares
    Change vs previous 13F +8,985 shares

    0.46% of the 13F portfolio, value $42,984,145.

    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 263,015 shares
    Change vs previous 13F +18,683 shares

    0.46% of the 13F portfolio, value $38,952,531.

    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 244,332 shares
    Change vs previous 13F +38,726 shares

    0.43% of the 13F portfolio, value $35,066,516.

    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 205,606 shares
    Change vs previous 13F +5,281 shares

    0.37% of the 13F portfolio, value $28,980,142.

    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 200,325 shares
    Change vs previous 13F +17,793 shares

    0.37% of the 13F portfolio, value $26,705,318.

    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 182,532 shares
    Change vs previous 13F +1,357 shares

    0.36% of the 13F portfolio, value $23,539,337.

    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 181,175 shares
    Change vs previous 13F +5,813 shares

    0.36% of the 13F portfolio, value $23,116,181.

    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 175,362 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $22,481,384.

    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).