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Valmark Advisers, Inc.: SPMB position timeline

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

Valmark Advisers, Inc. held 132,997 SPMB 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 132,997 shares
    Change vs previous 13F -41,266 shares

    0.03% of the 13F portfolio, value $2,967,164.

    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 174,263 shares
    Change vs previous 13F +19,599 shares

    0.05% of the 13F portfolio, value $3,901,745.

    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 154,664 shares
    Change vs previous 13F +21,960 shares

    0.04% of the 13F portfolio, value $3,466,796.

    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 132,704 shares
    Change vs previous 13F -1,546 shares

    0.04% of the 13F portfolio, value $2,977,882.

    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 134,250 shares
    Change vs previous 13F +34,272 shares

    0.04% of the 13F portfolio, value $2,966,924.

    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 99,978 shares
    Change vs previous 13F -6,110 shares

    0.03% of the 13F portfolio, value $2,204,519.

    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 106,088 shares
    Change vs previous 13F +57,063 shares

    0.04% of the 13F portfolio, value $2,286,187.

    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 49,025 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,104,531.

    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).