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Valmark Advisers, Inc.: USTB position timeline

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

Valmark Advisers, Inc. held 84,062 USTB 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 84,062 shares
    Change vs previous 13F +20,188 shares

    0.05% of the 13F portfolio, value $4,255,197.

    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 63,874 shares
    Change vs previous 13F +6,616 shares

    0.04% of the 13F portfolio, value $3,230,760.

    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 57,258 shares
    Change vs previous 13F +21 shares

    0.04% of the 13F portfolio, value $2,911,000.

    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 57,237 shares
    Change vs previous 13F +30,262 shares

    0.04% of the 13F portfolio, value $2,918,499.

    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 26,975 shares
    Change vs previous 13F -5,348 shares

    0.02% of the 13F portfolio, value $1,370,879.

    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 32,323 shares
    Change vs previous 13F +3,188 shares

    0.02% of the 13F portfolio, value $1,637,145.

    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 29,135 shares
    Change vs previous 13F +4,817 shares

    0.02% of the 13F portfolio, value $1,462,573.

    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 24,318 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,235,614.

    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).