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Valmark Advisers, Inc.: SPSM position timeline

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

Valmark Advisers, Inc. held 5,101,635 SPSM 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 5,101,635 shares
    Change vs previous 13F -310,690 shares

    3.12% of the 13F portfolio, value $294,211,311.

    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 5,412,325 shares
    Change vs previous 13F +109,719 shares

    3.11% of the 13F portfolio, value $261,523,555.

    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 5,302,606 shares
    Change vs previous 13F -13,280 shares

    3.06% of the 13F portfolio, value $248,480,108.

    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 5,315,886 shares
    Change vs previous 13F -947,483 shares

    3.18% of the 13F portfolio, value $246,231,846.

    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 6,263,369 shares
    Change vs previous 13F +415,695 shares

    3.72% of the 13F portfolio, value $266,819,510.

    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 5,847,674 shares
    Change vs previous 13F +465,430 shares

    3.6% of the 13F portfolio, value $238,351,200.

    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 5,382,244 shares
    Change vs previous 13F +163,186 shares

    3.75% of the 13F portfolio, value $241,770,399.

    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 5,219,058 shares
    Change vs previous 13F not available

    3.71% of the 13F portfolio, value $237,519,343.

    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).