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Valmark Advisers, Inc.: IBTL position timeline

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

Valmark Advisers, Inc. held 83,711 IBTL 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 83,711 shares
    Change vs previous 13F +26,202 shares

    0.02% of the 13F portfolio, value $1,690,125.

    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 57,509 shares
    Change vs previous 13F +2,039 shares

    0.01% of the 13F portfolio, value $1,173,120.

    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 55,470 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,138,522.

    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).