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Valmark Advisers, Inc.: DIA position timeline

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

Valmark Advisers, Inc. held 3,704 DIA 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 3,704 shares
    Change vs previous 13F -36 shares

    0.02% of the 13F portfolio, value $1,935,119.

    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 3,740 shares
    Change vs previous 13F +30 shares

    0.02% of the 13F portfolio, value $1,732,177.

    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 3,710 shares
    Change vs previous 13F +31 shares

    0.02% of the 13F portfolio, value $1,782,755.

    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 3,679 shares
    Change vs previous 13F +23 shares

    0.02% of the 13F portfolio, value $1,705,945.

    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 3,656 shares
    Change vs previous 13F +730 shares

    0.02% of the 13F portfolio, value $1,610,870.

    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 2,926 shares
    Change vs previous 13F +1,300 shares

    0.02% of the 13F portfolio, value $1,228,429.

    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 1,626 shares
    Change vs previous 13F +366 shares

    0.01% of the 13F portfolio, value $691,721.

    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 1,260 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $533,262.

    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).