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Valmark Advisers, Inc.: SPBO position timeline

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

Valmark Advisers, Inc. held 296,451 SPBO 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 296,451 shares
    Change vs previous 13F -12,145 shares

    0.09% of the 13F portfolio, value $8,608,938.

    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 308,596 shares
    Change vs previous 13F -49,860 shares

    0.11% of the 13F portfolio, value $8,958,551.

    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 358,456 shares
    Change vs previous 13F +153,695 shares

    0.13% of the 13F portfolio, value $10,517,086.

    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 204,761 shares
    Change vs previous 13F -3,395 shares

    0.08% of the 13F portfolio, value $6,067,079.

    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 208,156 shares
    Change vs previous 13F +86,009 shares

    0.08% of the 13F portfolio, value $6,082,314.

    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 122,147 shares
    Change vs previous 13F -6,808 shares

    0.05% of the 13F portfolio, value $3,545,932.

    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 128,955 shares
    Change vs previous 13F +30,231 shares

    0.06% of the 13F portfolio, value $3,693,267.

    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 98,724 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,964,670.

    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).