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Valmark Advisers, Inc.: SUB position timeline

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

Valmark Advisers, Inc. held 52,409 SUB 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 52,409 shares
    Change vs previous 13F +6,501 shares

    0.06% of the 13F portfolio, value $5,579,978.

    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 45,908 shares
    Change vs previous 13F +3,184 shares

    0.06% of the 13F portfolio, value $4,889,166.

    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 42,724 shares
    Change vs previous 13F +3,892 shares

    0.06% of the 13F portfolio, value $4,558,599.

    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 38,832 shares
    Change vs previous 13F -733 shares

    0.05% of the 13F portfolio, value $4,146,501.

    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 39,565 shares
    Change vs previous 13F +792 shares

    0.06% of the 13F portfolio, value $4,207,345.

    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 38,773 shares
    Change vs previous 13F +1,233 shares

    0.06% of the 13F portfolio, value $4,094,416.

    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 37,540 shares
    Change vs previous 13F -3,878 shares

    0.06% of the 13F portfolio, value $3,959,719.

    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 41,418 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $4,398,131.

    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).