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Valmark Advisers, Inc.: IBTK position timeline

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

Valmark Advisers, Inc. held 88,892 IBTK 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 88,892 shares
    Change vs previous 13F +28,891 shares

    0.02% of the 13F portfolio, value $1,736,950.

    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 60,001 shares
    Change vs previous 13F +2,043 shares

    0.01% of the 13F portfolio, value $1,183,220.

    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 57,958 shares
    Change vs previous 13F +4,174 shares

    0.01% of the 13F portfolio, value $1,150,177.

    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 53,784 shares
    Change vs previous 13F +2,735 shares

    0.01% of the 13F portfolio, value $1,068,957.

    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 51,049 shares
    Change vs previous 13F +6,964 shares

    0.01% of the 13F portfolio, value $1,012,812.

    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 44,085 shares
    Change vs previous 13F +2,536 shares

    0.01% of the 13F portfolio, value $866,711.

    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 41,549 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $797,446.

    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).