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Valmark Advisers, Inc.: F position timeline

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

Valmark Advisers, Inc. held 14,341 F 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 14,341 shares
    Change vs previous 13F +2,934 shares

    <0.01% of the 13F portfolio, value $199,340.

    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 11,407 shares
    Change vs previous 13F +127 shares

    <0.01% of the 13F portfolio, value $131,637.

    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 11,280 shares
    Change vs previous 13F +700 shares

    <0.01% of the 13F portfolio, value $147,994.

    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 10,580 shares
    Change vs previous 13F +362 shares

    <0.01% of the 13F portfolio, value $126,537.

    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 10,218 shares
    Change vs previous 13F +2 shares

    <0.01% of the 13F portfolio, value $110,865.

    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 10,216 shares
    Change vs previous 13F +47 shares

    <0.01% of the 13F portfolio, value $102,466.

    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 10,169 shares
    Change vs previous 13F -4,060 shares

    <0.01% of the 13F portfolio, value $100,673.

    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 14,229 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $150,258.

    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).