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Valmark Advisers, Inc.: OAIM position timeline

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

Valmark Advisers, Inc. held 108,855 OAIM 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 108,855 shares
    Change vs previous 13F +9,795 shares

    0.06% of the 13F portfolio, value $5,206,535.

    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 99,060 shares
    Change vs previous 13F +1,695 shares

    0.05% of the 13F portfolio, value $4,265,226.

    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 97,365 shares
    Change vs previous 13F +21,104 shares

    0.05% of the 13F portfolio, value $4,029,937.

    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 76,261 shares
    Change vs previous 13F +5,415 shares

    0.04% of the 13F portfolio, value $3,067,217.

    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 70,846 shares
    Change vs previous 13F -6,001 shares

    0.04% of the 13F portfolio, value $2,705,609.

    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 76,847 shares
    Change vs previous 13F +11,545 shares

    0.04% of the 13F portfolio, value $2,568,135.

    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 65,302 shares
    Change vs previous 13F -29,360 shares

    0.03% of the 13F portfolio, value $2,097,664.

    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 94,662 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,257,547.

    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).