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Valmark Advisers, Inc.: XLK position timeline

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

Valmark Advisers, Inc. held 36,477 XLK 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 36,477 shares
    Change vs previous 13F -3,579 shares

    0.07% of the 13F portfolio, value $6,949,672.

    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 40,056 shares
    Change vs previous 13F -7,042 shares

    0.06% of the 13F portfolio, value $5,323,471.

    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 47,098 shares
    Change vs previous 13F +23,061 shares

    0.08% of the 13F portfolio, value $6,780,722.

    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 24,037 shares
    Change vs previous 13F +47 shares

    0.09% of the 13F portfolio, value $6,775,032.

    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 23,990 shares
    Change vs previous 13F -25 shares

    0.08% of the 13F portfolio, value $6,074,897.

    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 24,015 shares
    Change vs previous 13F +2,263 shares

    0.07% of the 13F portfolio, value $4,958,611.

    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 21,752 shares
    Change vs previous 13F +672 shares

    0.08% of the 13F portfolio, value $5,057,814.

    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 21,080 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $4,758,959.

    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).