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Valmark Advisers, Inc.: STIP position timeline

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

Valmark Advisers, Inc. held 156,015 STIP 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 156,015 shares
    Change vs previous 13F +2,123 shares

    0.17% of the 13F portfolio, value $15,938,456.

    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 153,892 shares
    Change vs previous 13F +278 shares

    0.19% of the 13F portfolio, value $15,917,036.

    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 153,614 shares
    Change vs previous 13F +28,558 shares

    0.19% of the 13F portfolio, value $15,728,564.

    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 125,056 shares
    Change vs previous 13F -2,051 shares

    0.17% of the 13F portfolio, value $12,925,816.

    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 127,107 shares
    Change vs previous 13F -5,112 shares

    0.18% of the 13F portfolio, value $13,080,610.

    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 132,219 shares
    Change vs previous 13F +1,009 shares

    0.21% of the 13F portfolio, value $13,680,740.

    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 131,210 shares
    Change vs previous 13F +45,546 shares

    0.2% of the 13F portfolio, value $13,199,724.

    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 85,664 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $8,679,479.

    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).