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Valmark Advisers, Inc.: IBMO position timeline

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

Valmark Advisers, Inc. held 91,901 IBMO 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 91,901 shares
    Change vs previous 13F +10,548 shares

    0.03% of the 13F portfolio, value $2,356,344.

    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 81,353 shares
    Change vs previous 13F +6,975 shares

    0.02% of the 13F portfolio, value $2,085,065.

    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 74,378 shares
    Change vs previous 13F +10,047 shares

    0.02% of the 13F portfolio, value $1,906,838.

    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 64,331 shares
    Change vs previous 13F +973 shares

    0.02% of the 13F portfolio, value $1,650,737.

    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 63,358 shares
    Change vs previous 13F +5,110 shares

    0.02% of the 13F portfolio, value $1,623,410.

    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 58,248 shares
    Change vs previous 13F -2,993 shares

    0.02% of the 13F portfolio, value $1,488,817.

    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 61,241 shares
    Change vs previous 13F +12,216 shares

    0.02% of the 13F portfolio, value $1,559,198.

    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 49,025 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,257,732.

    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).