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Valmark Advisers, Inc.: IBD position timeline

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

Valmark Advisers, Inc. held 187,444 IBD 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 187,444 shares
    Change vs previous 13F +926 shares

    0.05% of the 13F portfolio, value $4,455,551.

    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 186,518 shares
    Change vs previous 13F -2,255 shares

    0.05% of the 13F portfolio, value $4,449,771.

    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 188,773 shares
    Change vs previous 13F -9,155 shares

    0.06% of the 13F portfolio, value $4,568,311.

    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 197,928 shares
    Change vs previous 13F +64,759 shares

    0.06% of the 13F portfolio, value $4,779,956.

    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 133,169 shares
    Change vs previous 13F -13,556 shares

    0.04% of the 13F portfolio, value $3,197,388.

    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 146,725 shares
    Change vs previous 13F +15,229 shares

    0.05% of the 13F portfolio, value $3,484,721.

    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 131,496 shares
    Change vs previous 13F +122,980 shares

    0.05% of the 13F portfolio, value $3,082,256.

    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 8,516 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $205,068.

    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).