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Valmark Advisers, Inc.: XLF position timeline

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

Valmark Advisers, Inc. held 23,758 XLF 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 23,758 shares
    Change vs previous 13F -852 shares

    0.01% of the 13F portfolio, value $1,273,666.

    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 24,610 shares
    Change vs previous 13F -1,860 shares

    0.01% of the 13F portfolio, value $1,214,996.

    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 26,470 shares
    Change vs previous 13F -1,612 shares

    0.02% of the 13F portfolio, value $1,449,762.

    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 28,082 shares
    Change vs previous 13F -802 shares

    0.02% of the 13F portfolio, value $1,512,777.

    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 28,884 shares
    Change vs previous 13F +945 shares

    0.02% of the 13F portfolio, value $1,512,655.

    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 27,939 shares
    Change vs previous 13F +2,678 shares

    0.02% of the 13F portfolio, value $1,391,666.

    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 25,261 shares
    Change vs previous 13F -698 shares

    0.02% of the 13F portfolio, value $1,220,887.

    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 25,959 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,176,462.

    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).