Valmark Advisers, Inc.

Position in V — Visa Inc.

CIK 1380443 AKRON, OH

Position in V

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$2,765,648

+$378,557 QoQ

Shares Held

8,061

+2.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#2,092

of 4,501 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Valmark Advisers, Inc. holds $5,759,432 across 4 Credit Services names. V ranks #1 (48.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc. This page	8,061	$2,765,648
2	MA	Mastercard Inc	3,667	$1,883,371
3	AXP	American Express Co	1,838	$621,703
4	COF	Capital One Financial Corp	2,436	$488,710

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,765,648	8,061	+2.1%	Shares	Sole	2026-08-06
2026-03-31	$2,387,091	7,898	+2.1%	Shares	Sole	2026-05-01
2025-12-31	$2,712,741	7,735	+4.1%	Shares	Sole	2026-01-26
2025-09-30	$2,537,477	7,433	+5.0%	Shares	Sole	2025-10-24
2025-06-30	$2,514,109	7,081	+7.1%	Shares	Sole	2025-07-23
2025-03-31	$2,317,241	6,612	-8.8%	Shares	Sole	2025-04-23
2024-12-31	$2,291,606	7,251	+0.4%	Shares	Sole	2025-01-30
2024-09-30	$1,985,413	7,221	+6.0%	Shares	Sole	2024-10-25
2024-06-30	$1,788,470	6,814	+19.0%	Shares	Sole	2024-08-01
2024-03-31	$1,598,570	5,728	+12.9%	Shares	Sole	2024-05-06
2023-12-31	$1,321,276	5,075	+66.8%	Shares	Sole	2024-02-02
2023-09-30	$699,920	3,043	+0.2%	Shares	Sole	2023-11-08
2023-06-30	$720,989	3,036	+3.2%	Shares	Sole	2023-08-03
2023-03-31	$663,528	2,943	+2.5%	Shares	Sole	2023-05-02
2022-12-31	$596,686	2,872	-0.3%	Shares	Sole	2023-02-07
2022-09-30	$511,632	2,880	+1.9%	Shares	Sole	2022-11-03
2022-06-30	$556,411	2,826	+7.3%	Shares	Sole	2022-08-01
2022-03-31	$584,142	2,634	+11.2%	Shares	Sole	2022-05-10
2021-12-31	$513,169	2,368	-21.5%	Shares	Sole	2022-02-02
2021-09-30	$671,814	3,016	+10.9%	Shares	Sole	2021-11-09
2021-06-30	$635,756	2,719	-6.3%	Shares	Sole	2021-08-06
2021-03-31	$614,228	2,901	+9.5%	Shares	Sole	2021-05-04
2020-12-31	$579,634	2,650	+94.4%	Shares	Sole	2021-02-03
2020-09-30	$272,559	1,363	—	Shares	Sole	2020-11-09
No filing history on record for this holder in this stock.