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Valmark Advisers, Inc.: SMLF position timeline

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

Valmark Advisers, Inc. held 1,280,840 SMLF 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 1,280,840 shares
    Change vs previous 13F -53,795 shares

    1.21% of the 13F portfolio, value $114,174,118.

    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 1,334,635 shares
    Change vs previous 13F +123,234 shares

    1.2% of the 13F portfolio, value $100,751,595.

    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 1,211,401 shares
    Change vs previous 13F +149,923 shares

    1.12% of the 13F portfolio, value $90,709,689.

    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 1,061,478 shares
    Change vs previous 13F +690,272 shares

    1.02% of the 13F portfolio, value $78,920,889.

    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 371,206 shares
    Change vs previous 13F +5,616 shares

    0.35% of the 13F portfolio, value $25,223,448.

    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 365,590 shares
    Change vs previous 13F +31,297 shares

    0.34% of the 13F portfolio, value $22,725,074.

    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 334,293 shares
    Change vs previous 13F -22,913 shares

    0.35% of the 13F portfolio, value $22,564,778.

    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 357,206 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $23,700,618.

    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).