Valmark Advisers, Inc.: MDT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Valmark Advisers, Inc. on MDT, newest first. How the timeline and the estimate are built.
Valmark Advisers, Inc. held 5,637 MDT shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 5,637 sharesChange vs previous 13F -26 shares
<0.01% of the 13F portfolio, value $440,983.
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 5,663 sharesChange vs previous 13F +965 shares
0.01% of the 13F portfolio, value $490,699.
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 4,698 sharesChange vs previous 13F -1,706 shares
0.01% of the 13F portfolio, value $451,290.
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 6,404 sharesChange vs previous 13F -134 shares
0.01% of the 13F portfolio, value $609,917.
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 6,538 sharesChange vs previous 13F -58 shares
0.01% of the 13F portfolio, value $569,917.
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 6,596 sharesChange vs previous 13F -1,573 shares
0.01% of the 13F portfolio, value $592,717.
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 8,169 sharesChange vs previous 13F -1,228 shares
0.01% of the 13F portfolio, value $652,540.
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 9,397 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $846,012.
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).