Valmark Advisers, Inc.: VZ position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Valmark Advisers, Inc. on VZ, newest first. How the timeline and the estimate are built.
Valmark Advisers, Inc. held 25,298 VZ shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 25,298 sharesChange vs previous 13F -797 shares
0.01% of the 13F portfolio, value $1,071,117.
13F-HR 0001380443-26-000004 filed by Valmark Advisers, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 26,095 sharesChange vs previous 13F +19 shares
0.02% of the 13F portfolio, value $1,309,958.
13F-HR 0001380443-26-000003 filed by Valmark Advisers, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 26,076 sharesChange vs previous 13F -407 shares
0.01% of the 13F portfolio, value $1,062,082.
13F-HR 0001380443-26-000002 filed by Valmark Advisers, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 26,483 sharesChange vs previous 13F +2,552 shares
0.02% of the 13F portfolio, value $1,163,912.
13F-HR 0001380443-25-000005 filed by Valmark Advisers, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 23,931 sharesChange vs previous 13F +61 shares
0.01% of the 13F portfolio, value $1,035,481.
13F-HR 0001085146-25-004098 filed by Valmark Advisers, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 23,870 sharesChange vs previous 13F -1,579 shares
0.02% of the 13F portfolio, value $1,082,737.
13F-HR 0001085146-25-002236 filed by Valmark Advisers, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 25,449 sharesChange vs previous 13F -4,822 shares
0.02% of the 13F portfolio, value $1,017,720.
13F-HR 0001085146-25-000650 filed by Valmark Advisers, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 30,271 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $1,359,454.
13F-HR 0001085146-24-005160 filed by Valmark Advisers, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).