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Valmark Advisers, Inc.: MSFT position timeline

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

Valmark Advisers, Inc. held 58,006 MSFT 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 58,006 shares
    Change vs previous 13F -844 shares

    0.23% of the 13F portfolio, value $21,637,463.

    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 58,850 shares
    Change vs previous 13F +890 shares

    0.26% of the 13F portfolio, value $21,784,523.

    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 57,960 shares
    Change vs previous 13F -543 shares

    0.35% of the 13F portfolio, value $28,030,448.

    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 58,503 shares
    Change vs previous 13F -2,865 shares

    0.39% of the 13F portfolio, value $30,301,502.

    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 61,368 shares
    Change vs previous 13F +2,088 shares

    0.43% of the 13F portfolio, value $30,524,972.

    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 59,280 shares
    Change vs previous 13F -3,058 shares

    0.34% of the 13F portfolio, value $22,253,004.

    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 62,338 shares
    Change vs previous 13F +245 shares

    0.41% of the 13F portfolio, value $26,275,661.

    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 62,093 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $26,718,442.

    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).