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Valmark Advisers, Inc.: OUNZ position timeline

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

Valmark Advisers, Inc. held 49,821 OUNZ 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 49,821 shares
    Change vs previous 13F -2,650 shares

    0.02% of the 13F portfolio, value $1,922,592.

    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 52,471 shares
    Change vs previous 13F +11,029 shares

    0.03% of the 13F portfolio, value $2,363,819.

    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 41,442 shares
    Change vs previous 13F +1,247 shares

    0.02% of the 13F portfolio, value $1,719,014.

    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 40,195 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $1,494,852.

    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 40,195 shares
    Change vs previous 13F +3,129 shares

    0.02% of the 13F portfolio, value $1,281,819.

    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 37,066 shares
    Change vs previous 13F +17,432 shares

    0.02% of the 13F portfolio, value $1,117,169.

    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 19,634 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $496,740.

    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).