Skip to content
Disclosery

Valmark Advisers, Inc.: TIP position timeline

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

Valmark Advisers, Inc. held 4,075 TIP 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 4,075 shares
    Change vs previous 13F +534 shares

    <0.01% of the 13F portfolio, value $445,927.

    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 3,541 shares
    Change vs previous 13F +152 shares

    <0.01% of the 13F portfolio, value $390,785.

    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 3,389 shares
    Change vs previous 13F +28 shares

    <0.01% of the 13F portfolio, value $372,485.

    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 3,361 shares
    Change vs previous 13F -107 shares

    <0.01% of the 13F portfolio, value $373,810.

    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 3,468 shares
    Change vs previous 13F -25 shares

    0.01% of the 13F portfolio, value $381,626.

    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 3,493 shares
    Change vs previous 13F -150 shares

    0.01% of the 13F portfolio, value $388,085.

    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 3,643 shares
    Change vs previous 13F -439 shares

    0.01% of the 13F portfolio, value $388,207.

    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 4,082 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $450,974.

    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).