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Valmark Advisers, Inc.: IBDV position timeline

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

Valmark Advisers, Inc. held 156,449 IBDV 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 156,449 shares
    Change vs previous 13F +34,088 shares

    0.04% of the 13F portfolio, value $3,410,588.

    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 122,361 shares
    Change vs previous 13F +17,298 shares

    0.03% of the 13F portfolio, value $2,678,482.

    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 105,063 shares
    Change vs previous 13F +28,542 shares

    0.03% of the 13F portfolio, value $2,318,740.

    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 76,521 shares
    Change vs previous 13F -7,014 shares

    0.02% of the 13F portfolio, value $1,694,940.

    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 83,535 shares
    Change vs previous 13F +17,433 shares

    0.03% of the 13F portfolio, value $1,836,099.

    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 66,102 shares
    Change vs previous 13F +16,249 shares

    0.02% of the 13F portfolio, value $1,435,735.

    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 49,853 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,064,860.

    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).