Valmark Advisers, Inc.: CMF position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Valmark Advisers, Inc. on CMF, newest first. How the timeline and the estimate are built.
Valmark Advisers, Inc. held 95,424 CMF shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 95,424 sharesChange vs previous 13F +14,755 shares
0.06% of the 13F portfolio, value $5,500,211.
13F-HR 0001380443-26-000004 filed by Valmark Advisers, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 80,669 sharesChange vs previous 13F +24,382 shares
0.05% of the 13F portfolio, value $4,586,839.
13F-HR 0001380443-26-000003 filed by Valmark Advisers, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 56,287 sharesChange vs previous 13F -20,404 shares
0.04% of the 13F portfolio, value $3,234,251.
13F-HR 0001380443-26-000002 filed by Valmark Advisers, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 76,691 sharesChange vs previous 13F +6,032 shares
0.06% of the 13F portfolio, value $4,374,455.
13F-HR 0001380443-25-000005 filed by Valmark Advisers, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 70,659 sharesChange vs previous 13F +81 shares
0.05% of the 13F portfolio, value $3,938,533.
13F-HR 0001085146-25-004098 filed by Valmark Advisers, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 70,578 sharesChange vs previous 13F +11,102 shares
0.06% of the 13F portfolio, value $3,972,130.
13F-HR 0001085146-25-002236 filed by Valmark Advisers, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 59,476 sharesChange vs previous 13F +43,679 shares
0.05% of the 13F portfolio, value $3,406,785.
13F-HR 0001085146-25-000650 filed by Valmark Advisers, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 15,797 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $917,964.
13F-HR 0001085146-24-005160 filed by Valmark Advisers, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).