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Valmark Advisers, Inc.: SPEM position timeline

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

Valmark Advisers, Inc. held 370,421 SPEM 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 370,421 shares
    Change vs previous 13F +5,277 shares

    0.2% of the 13F portfolio, value $19,180,400.

    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 365,144 shares
    Change vs previous 13F -148,879 shares

    0.2% of the 13F portfolio, value $17,128,903.

    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 514,023 shares
    Change vs previous 13F +1,974 shares

    0.3% of the 13F portfolio, value $24,061,428.

    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 512,049 shares
    Change vs previous 13F +549 shares

    0.31% of the 13F portfolio, value $23,969,007.

    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 511,500 shares
    Change vs previous 13F -5,471 shares

    0.3% of the 13F portfolio, value $21,861,505.

    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 516,971 shares
    Change vs previous 13F -5,155 shares

    0.31% of the 13F portfolio, value $20,353,136.

    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 522,126 shares
    Change vs previous 13F -18,580 shares

    0.31% of the 13F portfolio, value $20,033,976.

    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 540,706 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $22,320,362.

    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).