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Valmark Advisers, Inc.: IJR position timeline

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

Valmark Advisers, Inc. held 259,402 IJR 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 259,402 shares
    Change vs previous 13F -18,024 shares

    0.41% of the 13F portfolio, value $38,471,898.

    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 277,426 shares
    Change vs previous 13F -10,736 shares

    0.41% of the 13F portfolio, value $34,486,835.

    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 288,162 shares
    Change vs previous 13F -20,361 shares

    0.43% of the 13F portfolio, value $34,631,314.

    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 308,523 shares
    Change vs previous 13F -39,617 shares

    0.47% of the 13F portfolio, value $36,661,786.

    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 348,140 shares
    Change vs previous 13F -4,552 shares

    0.53% of the 13F portfolio, value $38,048,186.

    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 352,692 shares
    Change vs previous 13F -4,264 shares

    0.56% of the 13F portfolio, value $36,880,970.

    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 356,956 shares
    Change vs previous 13F -7,122 shares

    0.64% of the 13F portfolio, value $41,128,414.

    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 364,078 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $42,582,548.

    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).