Valmark Advisers, Inc.

SEC CIK: 0001380443
Latest filing: Aug 6, 2026

SEC filings (opens in a new tab)

HCAT holding history

Health Catalyst, Inc. in every 13F filed by Valmark Advisers, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

HCAT overview All 13F holders of HCAT Full Q2 2026 holdings

Shares (Q2 2024): 0; Sold out in Q2 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q4 2023

Holdings of HCAT by Valmark Advisers, Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2024	0	$0	0.0%	−120,000−100.0%	Sold out	Holders
Q1 2024	120,000	$903.6K	<0.1%	−10,000−7.7%	Reduced	Holders
Q4 2023	130,000	$1.20M	<0.1%	+130,000	New	Holders