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Valmark Advisers, Inc.: XT position timeline

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

Valmark Advisers, Inc. held 73,484 XT 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 73,484 shares
    Change vs previous 13F -934 shares

    0.06% of the 13F portfolio, value $6,071,998.

    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 74,418 shares
    Change vs previous 13F +2,776 shares

    0.06% of the 13F portfolio, value $5,071,565.

    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 71,642 shares
    Change vs previous 13F +3,881 shares

    0.06% of the 13F portfolio, value $4,996,344.

    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 67,761 shares
    Change vs previous 13F +219 shares

    0.06% of the 13F portfolio, value $4,874,767.

    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 67,542 shares
    Change vs previous 13F +200 shares

    0.06% of the 13F portfolio, value $4,407,116.

    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 67,342 shares
    Change vs previous 13F +6,077 shares

    0.06% of the 13F portfolio, value $3,876,206.

    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 61,265 shares
    Change vs previous 13F +2,247 shares

    0.06% of the 13F portfolio, value $3,655,070.

    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 59,018 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $3,593,016.

    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).