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Valmark Advisers, Inc.: IBMQ position timeline

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

Valmark Advisers, Inc. held 87,768 IBMQ 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 87,768 shares
    Change vs previous 13F +9,588 shares

    0.02% of the 13F portfolio, value $2,245,105.

    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 78,180 shares
    Change vs previous 13F +5,253 shares

    0.02% of the 13F portfolio, value $1,995,926.

    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 72,927 shares
    Change vs previous 13F +10,435 shares

    0.02% of the 13F portfolio, value $1,865,117.

    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 62,492 shares
    Change vs previous 13F +2,850 shares

    0.02% of the 13F portfolio, value $1,602,293.

    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 59,642 shares
    Change vs previous 13F +6,129 shares

    0.02% of the 13F portfolio, value $1,515,511.

    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 53,513 shares
    Change vs previous 13F -485 shares

    0.02% of the 13F portfolio, value $1,353,335.

    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 53,998 shares
    Change vs previous 13F +36,492 shares

    0.02% of the 13F portfolio, value $1,359,675.

    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 17,506 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $448,679.

    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).