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Valmark Advisers, Inc.: WEC position timeline

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

Valmark Advisers, Inc. held 10,868 WEC 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 10,868 shares
    Change vs previous 13F +1,779 shares

    0.01% of the 13F portfolio, value $1,269,022.

    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 9,089 shares
    Change vs previous 13F -14 shares

    0.01% of the 13F portfolio, value $1,052,212.

    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 9,103 shares
    Change vs previous 13F -76 shares

    0.01% of the 13F portfolio, value $960,041.

    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 9,179 shares
    Change vs previous 13F -129 shares

    0.01% of the 13F portfolio, value $1,051,828.

    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 9,308 shares
    Change vs previous 13F -118 shares

    0.01% of the 13F portfolio, value $969,877.

    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 9,426 shares
    Change vs previous 13F +211 shares

    0.02% of the 13F portfolio, value $1,027,207.

    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 9,215 shares
    Change vs previous 13F +485 shares

    0.01% of the 13F portfolio, value $866,606.

    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 8,730 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $839,613.

    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).