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Valmark Advisers, Inc.: IBMR position timeline

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

Valmark Advisers, Inc. held 82,750 IBMR 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 82,750 shares
    Change vs previous 13F +11,351 shares

    0.02% of the 13F portfolio, value $2,101,034.

    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 71,399 shares
    Change vs previous 13F +5,677 shares

    0.02% of the 13F portfolio, value $1,809,958.

    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 65,722 shares
    Change vs previous 13F +38,252 shares

    0.02% of the 13F portfolio, value $1,671,316.

    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 27,470 shares
    Change vs previous 13F +2,493 shares

    0.01% of the 13F portfolio, value $701,309.

    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 24,977 shares
    Change vs previous 13F +2,973 shares

    0.01% of the 13F portfolio, value $630,170.

    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 22,004 shares
    Change vs previous 13F +365 shares

    0.01% of the 13F portfolio, value $550,980.

    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 21,639 shares
    Change vs previous 13F +4,035 shares

    0.01% of the 13F portfolio, value $540,542.

    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 17,604 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $448,726.

    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).