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Valmark Advisers, Inc.: IBDW position timeline

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

Valmark Advisers, Inc. held 140,059 IBDW 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 140,059 shares
    Change vs previous 13F +32,830 shares

    0.03% of the 13F portfolio, value $2,918,830.

    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 107,229 shares
    Change vs previous 13F +9,089 shares

    0.03% of the 13F portfolio, value $2,244,303.

    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 98,140 shares
    Change vs previous 13F +80,624 shares

    0.03% of the 13F portfolio, value $2,075,661.

    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 17,516 shares
    Change vs previous 13F +5,708 shares

    <0.01% of the 13F portfolio, value $371,690.

    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 11,808 shares
    Change vs previous 13F +1,235 shares

    <0.01% of the 13F portfolio, value $248,440.

    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 10,573 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $219,390.

    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).