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Valmark Advisers, Inc.: XLE position timeline

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

Valmark Advisers, Inc. held 179,688 XLE 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 179,688 shares
    Change vs previous 13F -17,226 shares

    0.1% of the 13F portfolio, value $9,543,248.

    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 196,914 shares
    Change vs previous 13F -1,747 shares

    0.14% of the 13F portfolio, value $12,062,938.

    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 198,661 shares
    Change vs previous 13F +101,590 shares

    0.11% of the 13F portfolio, value $8,882,113.

    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 97,071 shares
    Change vs previous 13F +1,392 shares

    0.11% of the 13F portfolio, value $8,672,288.

    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 95,679 shares
    Change vs previous 13F +5,869 shares

    0.11% of the 13F portfolio, value $8,114,550.

    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 89,810 shares
    Change vs previous 13F +7,878 shares

    0.13% of the 13F portfolio, value $8,392,717.

    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 81,932 shares
    Change vs previous 13F +5,928 shares

    0.11% of the 13F portfolio, value $7,018,333.

    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 76,004 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $6,673,151.

    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).