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Valmark Advisers, Inc.: DWM position timeline

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

Valmark Advisers, Inc. held 309,102 DWM 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 309,102 shares
    Change vs previous 13F -441 shares

    0.24% of the 13F portfolio, value $22,630,682.

    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 309,543 shares
    Change vs previous 13F +2,043 shares

    0.26% of the 13F portfolio, value $21,634,143.

    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 307,500 shares
    Change vs previous 13F +2,531 shares

    0.26% of the 13F portfolio, value $21,143,698.

    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 304,969 shares
    Change vs previous 13F +3,850 shares

    0.26% of the 13F portfolio, value $20,194,416.

    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 301,119 shares
    Change vs previous 13F -525 shares

    0.27% of the 13F portfolio, value $19,139,101.

    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 301,644 shares
    Change vs previous 13F +44,336 shares

    0.26% of the 13F portfolio, value $17,542,058.

    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 257,308 shares
    Change vs previous 13F +74,983 shares

    0.21% of the 13F portfolio, value $13,558,859.

    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 182,325 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $10,494,008.

    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).