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Valmark Advisers, Inc.: MUB position timeline

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

Valmark Advisers, Inc. held 100,505 MUB 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 100,505 shares
    Change vs previous 13F +11,022 shares

    0.11% of the 13F portfolio, value $10,816,294.

    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 89,483 shares
    Change vs previous 13F +8,867 shares

    0.11% of the 13F portfolio, value $9,498,626.

    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 80,616 shares
    Change vs previous 13F -7,151 shares

    0.11% of the 13F portfolio, value $8,634,779.

    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 87,767 shares
    Change vs previous 13F +2,713 shares

    0.12% of the 13F portfolio, value $9,346,301.

    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 85,054 shares
    Change vs previous 13F +6,664 shares

    0.12% of the 13F portfolio, value $8,886,474.

    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 78,390 shares
    Change vs previous 13F -619 shares

    0.12% of the 13F portfolio, value $8,265,423.

    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 79,009 shares
    Change vs previous 13F +12,263 shares

    0.13% of the 13F portfolio, value $8,418,368.

    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 66,746 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $7,250,629.

    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).