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Valmark Advisers, Inc.: IBMS position timeline

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

Valmark Advisers, Inc. held 31,178 IBMS 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 31,178 shares
    Change vs previous 13F +1,627 shares

    0.01% of the 13F portfolio, value $806,575.

    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 29,551 shares
    Change vs previous 13F +2,193 shares

    0.01% of the 13F portfolio, value $763,302.

    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 27,358 shares
    Change vs previous 13F +1,085 shares

    0.01% of the 13F portfolio, value $712,949.

    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 26,273 shares
    Change vs previous 13F +2,373 shares

    0.01% of the 13F portfolio, value $685,200.

    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 23,900 shares
    Change vs previous 13F +2,318 shares

    0.01% of the 13F portfolio, value $613,274.

    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 21,582 shares
    Change vs previous 13F +405 shares

    0.01% of the 13F portfolio, value $548,183.

    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 21,177 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $537,155.

    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).