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Valmark Advisers, Inc.: JAAA position timeline

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

Valmark Advisers, Inc. held 120,229 JAAA 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 120,229 shares
    Change vs previous 13F +12,458 shares

    0.06% of the 13F portfolio, value $6,070,353.

    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 107,771 shares
    Change vs previous 13F +21,600 shares

    0.06% of the 13F portfolio, value $5,428,416.

    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 86,171 shares
    Change vs previous 13F +14,154 shares

    0.05% of the 13F portfolio, value $4,358,532.

    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 72,017 shares
    Change vs previous 13F +20,484 shares

    0.05% of the 13F portfolio, value $3,657,004.

    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 51,533 shares
    Change vs previous 13F +13,481 shares

    0.04% of the 13F portfolio, value $2,615,313.

    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 38,052 shares
    Change vs previous 13F +19,440 shares

    0.03% of the 13F portfolio, value $1,929,594.

    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 18,612 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $943,819.

    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).