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Valmark Advisers, Inc.: UITB position timeline

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

Valmark Advisers, Inc. held 55,480 UITB 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 55,480 shares
    Change vs previous 13F +12,802 shares

    0.03% of the 13F portfolio, value $2,598,583.

    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 42,678 shares
    Change vs previous 13F +6,525 shares

    0.02% of the 13F portfolio, value $2,006,602.

    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 36,153 shares
    Change vs previous 13F +1,204 shares

    0.02% of the 13F portfolio, value $1,712,011.

    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 34,949 shares
    Change vs previous 13F +10,010 shares

    0.02% of the 13F portfolio, value $1,660,793.

    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 24,939 shares
    Change vs previous 13F -7,604 shares

    0.02% of the 13F portfolio, value $1,173,858.

    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 32,543 shares
    Change vs previous 13F +239 shares

    0.02% of the 13F portfolio, value $1,527,552.

    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 32,304 shares
    Change vs previous 13F +1,263 shares

    0.02% of the 13F portfolio, value $1,484,692.

    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 31,041 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,487,795.

    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).