Skip to content
Disclosery

Valmark Advisers, Inc.: EVSM position timeline

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

Valmark Advisers, Inc. held 45,634 EVSM 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 45,634 shares
    Change vs previous 13F +21,480 shares

    0.02% of the 13F portfolio, value $2,295,884.

    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 24,154 shares
    Change vs previous 13F +19,269 shares

    0.01% of the 13F portfolio, value $1,212,305.

    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 4,885 shares
    Change vs previous 13F +48 shares

    <0.01% of the 13F portfolio, value $246,073.

    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 4,837 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $243,937.

    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).