Valmark Advisers, Inc.: DEM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Valmark Advisers, Inc. on DEM, newest first. How the timeline and the estimate are built.
Valmark Advisers, Inc. held 250,218 DEM shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 250,218 sharesChange vs previous 13F +802 shares
0.14% of the 13F portfolio, value $13,459,230.
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 249,416 sharesChange vs previous 13F +8,199 shares
0.15% of the 13F portfolio, value $12,393,467.
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 241,217 sharesChange vs previous 13F +4,336 shares
0.14% of the 13F portfolio, value $11,267,238.
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 236,881 sharesChange vs previous 13F +4,159 shares
0.14% of the 13F portfolio, value $10,894,166.
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 232,722 sharesChange vs previous 13F +8,745 shares
0.15% of the 13F portfolio, value $10,539,963.
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 223,977 sharesChange vs previous 13F +38,557 shares
0.14% of the 13F portfolio, value $9,424,957.
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 185,420 sharesChange vs previous 13F +56,645 shares
0.12% of the 13F portfolio, value $7,507,656.
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 128,775 sharesChange vs previous 13F not available
0.09% of the 13F portfolio, value $5,667,388.
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).