Skip to content

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

  1. period ended2026-06-30
    13F 11,675 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 11,320 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 10,050 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 9,785 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 9,852 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 8,537 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 8,632 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 8,632 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).