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Valmark Advisers, Inc.: BUFD position timeline

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

Valmark Advisers, Inc. held 30,072 BUFD 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 30,072 shares
    Change vs previous 13F -5,416 shares

    0.01% of the 13F portfolio, value $893,740.

    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 35,488 shares
    Change vs previous 13F +16,262 shares

    0.01% of the 13F portfolio, value $993,664.

    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 19,226 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $542,942.

    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).