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Valmark Advisers, Inc.: SPTM position timeline

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

Valmark Advisers, Inc. held 2,961,564 SPTM 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 2,961,564 shares
    Change vs previous 13F +21,729 shares

    2.85% of the 13F portfolio, value $268,880,410.

    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 2,939,835 shares
    Change vs previous 13F +72,744 shares

    2.76% of the 13F portfolio, value $232,423,376.

    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 2,867,091 shares
    Change vs previous 13F +48,485 shares

    2.92% of the 13F portfolio, value $236,535,036.

    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 2,818,606 shares
    Change vs previous 13F +77,468 shares

    2.94% of the 13F portfolio, value $227,320,583.

    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 2,741,138 shares
    Change vs previous 13F +83,506 shares

    2.86% of the 13F portfolio, value $205,283,793.

    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 2,657,632 shares
    Change vs previous 13F +142,218 shares

    2.73% of the 13F portfolio, value $180,745,565.

    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 2,515,414 shares
    Change vs previous 13F +98,231 shares

    2.79% of the 13F portfolio, value $179,676,024.

    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 2,417,183 shares
    Change vs previous 13F not available

    2.65% of the 13F portfolio, value $169,347,865.

    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).