Skip to content
Disclosery

Valmark Advisers, Inc.: ITA position timeline

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

Valmark Advisers, Inc. held 2,121 ITA 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 2,121 shares
    Change vs previous 13F +788 shares

    0.01% of the 13F portfolio, value $514,173.

    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 1,333 shares
    Change vs previous 13F +138 shares

    <0.01% of the 13F portfolio, value $291,594.

    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 1,195 shares
    Change vs previous 13F +33 shares

    <0.01% of the 13F portfolio, value $256,555.

    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 1,162 shares
    Change vs previous 13F +72 shares

    <0.01% of the 13F portfolio, value $243,160.

    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 1,090 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $205,537.

    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).