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Valmark Advisers, Inc.: TOTL position timeline

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

Valmark Advisers, Inc. held 185,235 TOTL 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 185,235 shares
    Change vs previous 13F +159,221 shares

    0.08% of the 13F portfolio, value $7,311,225.

    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 26,014 shares
    Change vs previous 13F +5,002 shares

    0.01% of the 13F portfolio, value $1,033,536.

    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 21,012 shares
    Change vs previous 13F +3,089 shares

    0.01% of the 13F portfolio, value $845,733.

    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 17,923 shares
    Change vs previous 13F +196 shares

    0.01% of the 13F portfolio, value $727,136.

    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 17,727 shares
    Change vs previous 13F +5,554 shares

    0.01% of the 13F portfolio, value $711,030.

    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 12,173 shares
    Change vs previous 13F +4,360 shares

    0.01% of the 13F portfolio, value $490,450.

    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 7,813 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $307,754.

    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).