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Valmark Advisers, Inc.: XSOE position timeline

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

Valmark Advisers, Inc. held 1,511,642 XSOE 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 1,511,642 shares
    Change vs previous 13F -129,224 shares

    0.79% of the 13F portfolio, value $74,342,540.

    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 1,640,866 shares
    Change vs previous 13F -64,391 shares

    0.78% of the 13F portfolio, value $65,798,736.

    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 1,705,257 shares
    Change vs previous 13F +44,127 shares

    0.82% of the 13F portfolio, value $66,539,139.

    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 1,661,130 shares
    Change vs previous 13F +24,251 shares

    0.81% of the 13F portfolio, value $63,023,290.

    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 1,636,879 shares
    Change vs previous 13F -34,757 shares

    0.79% of the 13F portfolio, value $56,439,578.

    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 1,671,636 shares
    Change vs previous 13F +27,714 shares

    0.78% of the 13F portfolio, value $51,603,393.

    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 1,643,922 shares
    Change vs previous 13F +55,027 shares

    0.78% of the 13F portfolio, value $50,106,754.

    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 1,588,895 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $52,481,204.

    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).