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Valmark Advisers, Inc.: XSVM position timeline

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

Valmark Advisers, Inc. held 3,094 XSVM 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 3,094 shares
    Change vs previous 13F -611 shares

    <0.01% of the 13F portfolio, value $215,279.

    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 3,705 shares
    Change vs previous 13F -307,378 shares

    <0.01% of the 13F portfolio, value $223,290.

    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 311,083 shares
    Change vs previous 13F -120 shares

    0.22% of the 13F portfolio, value $17,775,277.

    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 311,203 shares
    Change vs previous 13F +15,896 shares

    0.23% of the 13F portfolio, value $17,570,525.

    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 295,307 shares
    Change vs previous 13F +17,254 shares

    0.21% of the 13F portfolio, value $15,352,985.

    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 278,053 shares
    Change vs previous 13F +10,098 shares

    0.21% of the 13F portfolio, value $13,958,283.

    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 267,955 shares
    Change vs previous 13F +18,196 shares

    0.23% of the 13F portfolio, value $14,598,170.

    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 249,759 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $13,734,251.

    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).