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Valmark Advisers, Inc.: FRDM position timeline

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

Valmark Advisers, Inc. held 49,236 FRDM 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 49,236 shares
    Change vs previous 13F +9,213 shares

    0.04% of the 13F portfolio, value $3,589,304.

    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 40,023 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,187,257.

    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).