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Valmark Advisers, Inc.: XLV position timeline

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

Valmark Advisers, Inc. held 93,043 XLV 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 93,043 shares
    Change vs previous 13F -27,030 shares

    0.16% of the 13F portfolio, value $14,762,253.

    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 120,073 shares
    Change vs previous 13F +1,559 shares

    0.21% of the 13F portfolio, value $17,603,892.

    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 118,514 shares
    Change vs previous 13F +1,244 shares

    0.23% of the 13F portfolio, value $18,345,916.

    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 117,270 shares
    Change vs previous 13F -5,440 shares

    0.21% of the 13F portfolio, value $16,320,444.

    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 122,710 shares
    Change vs previous 13F +9,989 shares

    0.23% of the 13F portfolio, value $16,540,064.

    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 112,721 shares
    Change vs previous 13F +18,933 shares

    0.25% of the 13F portfolio, value $16,458,430.

    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 93,788 shares
    Change vs previous 13F +9,549 shares

    0.2% of the 13F portfolio, value $12,902,395.

    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 84,239 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $12,974,506.

    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).