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Valmark Advisers, Inc.: IBTH position timeline

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

Valmark Advisers, Inc. held 176,939 IBTH 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 176,939 shares
    Change vs previous 13F +49,928 shares

    0.04% of the 13F portfolio, value $3,958,125.

    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 127,011 shares
    Change vs previous 13F +3,163 shares

    0.03% of the 13F portfolio, value $2,848,857.

    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 123,848 shares
    Change vs previous 13F +41,974 shares

    0.03% of the 13F portfolio, value $2,782,865.

    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 81,874 shares
    Change vs previous 13F -13,038 shares

    0.02% of the 13F portfolio, value $1,843,802.

    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 94,912 shares
    Change vs previous 13F +10,641 shares

    0.03% of the 13F portfolio, value $2,134,571.

    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 84,271 shares
    Change vs previous 13F +13,492 shares

    0.03% of the 13F portfolio, value $1,889,356.

    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 70,779 shares
    Change vs previous 13F +15,515 shares

    0.02% of the 13F portfolio, value $1,571,060.

    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 55,264 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,250,901.

    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).