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Valmark Advisers, Inc.: BOND position timeline

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

Valmark Advisers, Inc. held 86,174 BOND 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 86,174 shares
    Change vs previous 13F +68,322 shares

    0.08% of the 13F portfolio, value $7,946,105.

    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 17,852 shares
    Change vs previous 13F +2,608 shares

    0.02% of the 13F portfolio, value $1,647,383.

    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 15,244 shares
    Change vs previous 13F +1,297 shares

    0.02% of the 13F portfolio, value $1,418,912.

    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 13,947 shares
    Change vs previous 13F +42 shares

    0.02% of the 13F portfolio, value $1,301,952.

    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 13,905 shares
    Change vs previous 13F +575 shares

    0.02% of the 13F portfolio, value $1,281,763.

    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 13,330 shares
    Change vs previous 13F +4,419 shares

    0.02% of the 13F portfolio, value $1,232,625.

    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 8,911 shares
    Change vs previous 13F +3,038 shares

    0.01% of the 13F portfolio, value $805,733.

    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 5,873 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $555,645.

    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).