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Valmark Advisers, Inc.: ISTB position timeline

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

Valmark Advisers, Inc. held 75,071 ISTB 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 75,071 shares
    Change vs previous 13F +6,240 shares

    0.04% of the 13F portfolio, value $3,622,170.

    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 68,831 shares
    Change vs previous 13F +7,557 shares

    0.04% of the 13F portfolio, value $3,335,541.

    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 61,274 shares
    Change vs previous 13F +14,423 shares

    0.04% of the 13F portfolio, value $2,987,127.

    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 46,851 shares
    Change vs previous 13F -50 shares

    0.03% of the 13F portfolio, value $2,288,203.

    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 46,901 shares
    Change vs previous 13F -451 shares

    0.03% of the 13F portfolio, value $2,281,734.

    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 47,352 shares
    Change vs previous 13F +598 shares

    0.03% of the 13F portfolio, value $2,289,469.

    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 46,754 shares
    Change vs previous 13F -179 shares

    0.03% of the 13F portfolio, value $2,233,439.

    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 46,933 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,284,698.

    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).