Valmark Advisers, Inc.: MSI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Valmark Advisers, Inc. on MSI, newest first. How the timeline and the estimate are built.
Valmark Advisers, Inc. held 1,157 MSI shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 1,157 sharesChange vs previous 13F -42 shares
0.01% of the 13F portfolio, value $480,396.
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 1,199 sharesChange vs previous 13F +123 shares
0.01% of the 13F portfolio, value $520,161.
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 1,076 sharesChange vs previous 13F -129 shares
0.01% of the 13F portfolio, value $412,618.
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 1,205 sharesChange vs previous 13F -2,591 shares
0.01% of the 13F portfolio, value $551,169.
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 3,796 sharesChange vs previous 13F -1,084 shares
0.02% of the 13F portfolio, value $1,596,125.
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 4,880 sharesChange vs previous 13F +198 shares
0.03% of the 13F portfolio, value $2,136,510.
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 4,682 sharesChange vs previous 13F +34 shares
0.03% of the 13F portfolio, value $2,164,095.
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 4,648 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $2,089,762.
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).