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Valmark Advisers, Inc.: SBUX position timeline

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

Valmark Advisers, Inc. held 2,982 SBUX 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 2,982 shares
    Change vs previous 13F -4 shares

    <0.01% of the 13F portfolio, value $304,724.

    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 2,986 shares
    Change vs previous 13F +300 shares

    <0.01% of the 13F portfolio, value $267,520.

    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 2,686 shares
    Change vs previous 13F -7,106 shares

    <0.01% of the 13F portfolio, value $226,217.

    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 9,792 shares
    Change vs previous 13F -637 shares

    0.01% of the 13F portfolio, value $828,367.

    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 10,429 shares
    Change vs previous 13F -660 shares

    0.01% of the 13F portfolio, value $955,598.

    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 11,089 shares
    Change vs previous 13F -63 shares

    0.02% of the 13F portfolio, value $1,087,734.

    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 11,152 shares
    Change vs previous 13F +246 shares

    0.02% of the 13F portfolio, value $1,017,655.

    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 10,906 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,063,196.

    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).