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Valmark Advisers, Inc.: SPMD position timeline

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

Valmark Advisers, Inc. held 7,099,453 SPMD 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 7,099,453 shares
    Change vs previous 13F -115,834 shares

    5.09% of the 13F portfolio, value $479,639,057.

    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 7,215,287 shares
    Change vs previous 13F +173,551 shares

    5.08% of the 13F portfolio, value $427,289,311.

    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 7,041,736 shares
    Change vs previous 13F +204,651 shares

    5.03% of the 13F portfolio, value $407,786,907.

    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 6,837,085 shares
    Change vs previous 13F +193,168 shares

    5.06% of the 13F portfolio, value $391,012,880.

    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 6,643,917 shares
    Change vs previous 13F +274,765 shares

    5.03% of the 13F portfolio, value $361,296,218.

    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 6,369,152 shares
    Change vs previous 13F +373,475 shares

    4.92% of the 13F portfolio, value $325,973,188.

    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 5,995,677 shares
    Change vs previous 13F +136,738 shares

    5.08% of the 13F portfolio, value $327,903,576.

    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 5,858,939 shares
    Change vs previous 13F not available

    5.01% of the 13F portfolio, value $320,366,794.

    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).