Skip to content
Disclosery

Valmark Advisers, Inc.: IBMP position timeline

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

Valmark Advisers, Inc. held 88,719 IBMP 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 88,719 shares
    Change vs previous 13F +11,826 shares

    0.02% of the 13F portfolio, value $2,255,227.

    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 76,893 shares
    Change vs previous 13F +5,492 shares

    0.02% of the 13F portfolio, value $1,956,152.

    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 71,401 shares
    Change vs previous 13F +6,001 shares

    0.02% of the 13F portfolio, value $1,812,868.

    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 65,400 shares
    Change vs previous 13F +837 shares

    0.02% of the 13F portfolio, value $1,666,068.

    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 64,563 shares
    Change vs previous 13F +5,035 shares

    0.02% of the 13F portfolio, value $1,636,684.

    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 59,528 shares
    Change vs previous 13F -2,542 shares

    0.02% of the 13F portfolio, value $1,504,864.

    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 62,070 shares
    Change vs previous 13F +17,007 shares

    0.02% of the 13F portfolio, value $1,560,446.

    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 45,063 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,146,844.

    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).