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Valmark Advisers, Inc.: DBMF position timeline

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

Valmark Advisers, Inc. held 234,002 DBMF 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 234,002 shares
    Change vs previous 13F +15,872 shares

    0.08% of the 13F portfolio, value $7,162,809.

    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 218,130 shares
    Change vs previous 13F -252,117 shares

    0.08% of the 13F portfolio, value $6,576,627.

    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 470,247 shares
    Change vs previous 13F -3,904 shares

    0.16% of the 13F portfolio, value $13,195,119.

    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 474,151 shares
    Change vs previous 13F -918 shares

    0.17% of the 13F portfolio, value $12,949,064.

    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 475,069 shares
    Change vs previous 13F -19,766 shares

    0.17% of the 13F portfolio, value $12,223,530.

    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 494,835 shares
    Change vs previous 13F -11,433 shares

    0.19% of the 13F portfolio, value $12,499,526.

    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 506,268 shares
    Change vs previous 13F -50,609 shares

    0.21% of the 13F portfolio, value $13,243,959.

    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 556,877 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $15,664,956.

    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).