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Valmark Advisers, Inc.: IWL position timeline

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

Valmark Advisers, Inc. held 23,282 IWL 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 23,282 shares
    Change vs previous 13F -3,599 shares

    0.05% of the 13F portfolio, value $4,306,070.

    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 26,881 shares
    Change vs previous 13F -832 shares

    0.05% of the 13F portfolio, value $4,313,795.

    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 27,713 shares
    Change vs previous 13F -22 shares

    0.06% of the 13F portfolio, value $4,728,724.

    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 27,735 shares
    Change vs previous 13F -1,492 shares

    0.06% of the 13F portfolio, value $4,606,826.

    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 29,227 shares
    Change vs previous 13F -11,587 shares

    0.06% of the 13F portfolio, value $4,475,167.

    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 40,814 shares
    Change vs previous 13F -800 shares

    0.08% of the 13F portfolio, value $5,608,208.

    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 41,614 shares
    Change vs previous 13F +25,048 shares

    0.09% of the 13F portfolio, value $6,022,026.

    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 16,566 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,326,530.

    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).