Valmark Advisers, Inc.: DES position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Valmark Advisers, Inc. on DES, newest first. How the timeline and the estimate are built.
Valmark Advisers, Inc. held 334,790 DES shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 334,790 sharesChange vs previous 13F -14,008 shares
0.14% of the 13F portfolio, value $13,619,245.
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 348,798 sharesChange vs previous 13F +15,657 shares
0.15% of the 13F portfolio, value $12,535,786.
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 333,141 sharesChange vs previous 13F +4,222 shares
0.14% of the 13F portfolio, value $11,143,576.
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 328,919 sharesChange vs previous 13F +5,931 shares
0.14% of the 13F portfolio, value $11,077,983.
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 322,988 sharesChange vs previous 13F +19,852 shares
0.14% of the 13F portfolio, value $10,258,105.
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 303,136 sharesChange vs previous 13F +38,142 shares
0.15% of the 13F portfolio, value $9,688,238.
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 264,994 sharesChange vs previous 13F +54,187 shares
0.14% of the 13F portfolio, value $9,102,547.
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 210,807 sharesChange vs previous 13F not available
0.11% of the 13F portfolio, value $7,270,742.
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).