Valmark Advisers, Inc.: MA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Valmark Advisers, Inc. on MA, newest first. How the timeline and the estimate are built.
Valmark Advisers, Inc. held 3,667 MA shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 3,667 sharesChange vs previous 13F +62 shares
0.02% of the 13F portfolio, value $1,883,526.
13F-HR 0001380443-26-000004 filed by Valmark Advisers, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,605 sharesChange vs previous 13F -98 shares
0.02% of the 13F portfolio, value $1,801,398.
13F-HR 0001380443-26-000003 filed by Valmark Advisers, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,703 sharesChange vs previous 13F +74 shares
0.03% of the 13F portfolio, value $2,114,186.
13F-HR 0001380443-26-000002 filed by Valmark Advisers, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,629 sharesChange vs previous 13F -124 shares
0.03% of the 13F portfolio, value $2,064,265.
13F-HR 0001380443-25-000005 filed by Valmark Advisers, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,753 sharesChange vs previous 13F +123 shares
0.03% of the 13F portfolio, value $2,108,838.
13F-HR 0001085146-25-004098 filed by Valmark Advisers, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 3,630 sharesChange vs previous 13F -145 shares
0.03% of the 13F portfolio, value $1,989,610.
13F-HR 0001085146-25-002236 filed by Valmark Advisers, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 3,775 sharesChange vs previous 13F +259 shares
0.03% of the 13F portfolio, value $1,987,778.
13F-HR 0001085146-25-000650 filed by Valmark Advisers, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 3,516 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $1,736,131.
13F-HR 0001085146-24-005160 filed by Valmark Advisers, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).