Valmark Advisers, Inc.: D position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Valmark Advisers, Inc. on D, newest first. How the timeline and the estimate are built.
Valmark Advisers, Inc. held 22,694 D shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 22,694 sharesChange vs previous 13F -94 shares
0.02% of the 13F portfolio, value $1,549,800.
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 22,788 sharesChange vs previous 13F +150 shares
0.02% of the 13F portfolio, value $1,408,778.
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 22,638 sharesChange vs previous 13F +234 shares
0.02% of the 13F portfolio, value $1,326,383.
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 22,404 sharesChange vs previous 13F -33 shares
0.02% of the 13F portfolio, value $1,370,433.
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 22,437 sharesChange vs previous 13F -255 shares
0.02% of the 13F portfolio, value $1,268,139.
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 22,692 sharesChange vs previous 13F -483 shares
0.02% of the 13F portfolio, value $1,272,340.
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 23,175 sharesChange vs previous 13F +13,724 shares
0.02% of the 13F portfolio, value $1,248,206.
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 9,451 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $546,173.
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).