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Valmark Advisers, Inc.: JHMM position timeline

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

Valmark Advisers, Inc. held 22,774 JHMM 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 22,774 shares
    Change vs previous 13F -1,964 shares

    0.02% of the 13F portfolio, value $1,707,151.

    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 24,738 shares
    Change vs previous 13F -5,736 shares

    0.02% of the 13F portfolio, value $1,660,427.

    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 30,474 shares
    Change vs previous 13F -7,153 shares

    0.02% of the 13F portfolio, value $1,995,413.

    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 37,627 shares
    Change vs previous 13F -847 shares

    0.03% of the 13F portfolio, value $2,434,105.

    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 38,474 shares
    Change vs previous 13F +816 shares

    0.03% of the 13F portfolio, value $2,351,929.

    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 37,658 shares
    Change vs previous 13F -1,242 shares

    0.03% of the 13F portfolio, value $2,157,791.

    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 38,900 shares
    Change vs previous 13F -2,154 shares

    0.04% of the 13F portfolio, value $2,323,505.

    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 41,054 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,471,477.

    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).