Valmark Advisers, Inc.: DSI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Valmark Advisers, Inc. on DSI, newest first. How the timeline and the estimate are built.
Valmark Advisers, Inc. held 11,675 DSI shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 11,675 sharesChange vs previous 13F +355 shares
0.02% of the 13F portfolio, value $1,662,403.
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 11,320 sharesChange vs previous 13F +1,270 shares
0.02% of the 13F portfolio, value $1,371,871.
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 10,050 sharesChange vs previous 13F +265 shares
0.02% of the 13F portfolio, value $1,294,742.
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 9,785 sharesChange vs previous 13F -67 shares
0.02% of the 13F portfolio, value $1,232,421.
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 9,852 sharesChange vs previous 13F +1,315 shares
0.02% of the 13F portfolio, value $1,144,408.
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 8,537 sharesChange vs previous 13F -95 shares
0.01% of the 13F portfolio, value $874,274.
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 8,632 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $951,678.
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 8,632 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $939,075.
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).