Position in EW
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$565,194
+$70,620 QoQ
Shares Held
6,248
+1.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#723
of 1,313 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EW Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026Valmark Advisers, Inc. holds $3,876,577 across 6 Medical Devices names. EW ranks #3 (14.6% of the industry book) .
All Filings in EW
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $565,194 | 6,248 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $494,574 | 6,176 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $442,532 | 5,191 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $403,704 | 5,191 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $411,853 | 5,266 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $382,766 | 5,281 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $392,581 | 5,303 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $349,549 | 5,297 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $494,548 | 5,354 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $536,187 | 5,611 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $374,921 | 4,917 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $283,493 | 4,092 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $385,998 | 4,092 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $338,531 | 4,092 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $306,423 | 4,107 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $229,794 | 2,781 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $237,629 | 2,499 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $304,659 | 2,588 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||