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Valmark Advisers, Inc.: DFAS position timeline

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

Valmark Advisers, Inc. held 14,666 DFAS 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 14,666 shares
    Change vs previous 13F -1,947 shares

    0.01% of the 13F portfolio, value $1,207,598.

    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 16,613 shares
    Change vs previous 13F -1,153 shares

    0.01% of the 13F portfolio, value $1,181,683.

    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 17,766 shares
    Change vs previous 13F -1,125 shares

    0.02% of the 13F portfolio, value $1,237,757.

    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 18,891 shares
    Change vs previous 13F -508 shares

    0.02% of the 13F portfolio, value $1,293,278.

    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 19,399 shares
    Change vs previous 13F +768 shares

    0.02% of the 13F portfolio, value $1,235,910.

    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 18,631 shares
    Change vs previous 13F +375 shares

    0.02% of the 13F portfolio, value $1,113,202.

    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 18,256 shares
    Change vs previous 13F +665 shares

    0.02% of the 13F portfolio, value $1,188,100.

    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 17,591 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,140,952.

    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).