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Valmark Advisers, Inc.: XLP position timeline

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

Valmark Advisers, Inc. held 102,222 XLP 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 102,222 shares
    Change vs previous 13F -3,405 shares

    0.09% of the 13F portfolio, value $8,491,582.

    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 105,627 shares
    Change vs previous 13F +3,624 shares

    0.1% of the 13F portfolio, value $8,659,301.

    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 102,003 shares
    Change vs previous 13F +95,070 shares

    0.1% of the 13F portfolio, value $7,923,593.

    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 6,933 shares
    Change vs previous 13F -1,375 shares

    0.01% of the 13F portfolio, value $543,339.

    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 8,308 shares
    Change vs previous 13F +161 shares

    0.01% of the 13F portfolio, value $672,699.

    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 8,147 shares
    Change vs previous 13F -1,328 shares

    0.01% of the 13F portfolio, value $665,376.

    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 9,475 shares
    Change vs previous 13F +1,388 shares

    0.01% of the 13F portfolio, value $744,840.

    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 8,087 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $671,221.

    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).