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Valmark Advisers, Inc.: XLU position timeline

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

Valmark Advisers, Inc. held 139,479 XLU 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 139,479 shares
    Change vs previous 13F +4,542 shares

    0.07% of the 13F portfolio, value $6,323,999.

    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 134,937 shares
    Change vs previous 13F +29,322 shares

    0.07% of the 13F portfolio, value $6,192,237.

    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 105,615 shares
    Change vs previous 13F +51,911 shares

    0.06% of the 13F portfolio, value $4,508,698.

    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 53,704 shares
    Change vs previous 13F +1,219 shares

    0.06% of the 13F portfolio, value $4,683,530.

    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 52,485 shares
    Change vs previous 13F -355 shares

    0.06% of the 13F portfolio, value $4,285,904.

    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 52,840 shares
    Change vs previous 13F +10,389 shares

    0.06% of the 13F portfolio, value $4,166,470.

    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 42,451 shares
    Change vs previous 13F +12,907 shares

    0.05% of the 13F portfolio, value $3,213,116.

    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 29,544 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,386,564.

    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).