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Valmark Advisers, Inc.: VMBS position timeline

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

Valmark Advisers, Inc. held 1,779,883 VMBS 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 1,779,883 shares
    Change vs previous 13F +188,553 shares

    0.88% of the 13F portfolio, value $83,316,344.

    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 1,591,330 shares
    Change vs previous 13F +38,378 shares

    0.89% of the 13F portfolio, value $74,712,958.

    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 1,552,952 shares
    Change vs previous 13F +45,784 shares

    0.9% of the 13F portfolio, value $73,112,969.

    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 1,507,168 shares
    Change vs previous 13F +64,338 shares

    0.92% of the 13F portfolio, value $70,776,627.

    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 1,442,830 shares
    Change vs previous 13F +48,778 shares

    0.93% of the 13F portfolio, value $66,860,765.

    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 1,394,052 shares
    Change vs previous 13F +40,122 shares

    0.97% of the 13F portfolio, value $64,558,541.

    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 1,353,930 shares
    Change vs previous 13F +16,064 shares

    0.95% of the 13F portfolio, value $61,387,175.

    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 1,337,866 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $63,160,676.

    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).