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Valmark Advisers, Inc.: FPE position timeline

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

Valmark Advisers, Inc. held 298,387 FPE 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 298,387 shares
    Change vs previous 13F +12,569 shares

    0.06% of the 13F portfolio, value $5,335,165.

    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 285,818 shares
    Change vs previous 13F +10,581 shares

    0.06% of the 13F portfolio, value $5,073,267.

    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 275,237 shares
    Change vs previous 13F +3,188 shares

    0.06% of the 13F portfolio, value $5,014,825.

    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 272,049 shares
    Change vs previous 13F +9,607 shares

    0.06% of the 13F portfolio, value $4,962,167.

    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 262,442 shares
    Change vs previous 13F +113 shares

    0.07% of the 13F portfolio, value $4,671,463.

    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 262,329 shares
    Change vs previous 13F +968 shares

    0.07% of the 13F portfolio, value $4,614,374.

    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 261,361 shares
    Change vs previous 13F -5,173 shares

    0.07% of the 13F portfolio, value $4,626,094.

    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 266,534 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $4,824,265.

    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).