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Valmark Advisers, Inc.: FBND position timeline

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

Valmark Advisers, Inc. held 455,014 FBND 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 455,014 shares
    Change vs previous 13F +49,722 shares

    0.22% of the 13F portfolio, value $20,698,608.

    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 405,292 shares
    Change vs previous 13F +29,148 shares

    0.22% of the 13F portfolio, value $18,489,413.

    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 376,144 shares
    Change vs previous 13F +6,900 shares

    0.21% of the 13F portfolio, value $17,317,678.

    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 369,244 shares
    Change vs previous 13F +91,029 shares

    0.22% of the 13F portfolio, value $17,073,858.

    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 278,215 shares
    Change vs previous 13F +16,642 shares

    0.18% of the 13F portfolio, value $12,728,328.

    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 261,573 shares
    Change vs previous 13F +50,607 shares

    0.18% of the 13F portfolio, value $11,940,805.

    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 210,966 shares
    Change vs previous 13F +45,167 shares

    0.15% of the 13F portfolio, value $9,466,035.

    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 165,799 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $7,749,454.

    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).