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Valmark Advisers, Inc.: IBTG position timeline

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

Valmark Advisers, Inc. held 174,475 IBTG 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 174,475 shares
    Change vs previous 13F +48,711 shares

    0.04% of the 13F portfolio, value $3,993,733.

    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 125,764 shares
    Change vs previous 13F -1,194 shares

    0.03% of the 13F portfolio, value $2,881,882.

    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 126,958 shares
    Change vs previous 13F +2,252 shares

    0.04% of the 13F portfolio, value $2,904,164.

    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 124,706 shares
    Change vs previous 13F -13,491 shares

    0.04% of the 13F portfolio, value $2,862,003.

    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 138,197 shares
    Change vs previous 13F +10,358 shares

    0.04% of the 13F portfolio, value $3,168,857.

    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 127,839 shares
    Change vs previous 13F +10,867 shares

    0.04% of the 13F portfolio, value $2,932,627.

    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 116,972 shares
    Change vs previous 13F +56,361 shares

    0.04% of the 13F portfolio, value $2,668,131.

    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 60,611 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,397,993.

    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).