Number of Shares
140,988
Previous 102,329 37.78%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025

BUY
N/A
38,659 Added 37.78%
140,988 $0
Q2 2025

Jul 23, 2025

BUY
N/A
40,274 Added 64.9%
102,329 $0
Q1 2025

Apr 22, 2025

BUY
N/A
44,808 Added 259.8%
62,055 $0
Q4 2024

Jan 30, 2025

BUY
N/A
17,247 New
17,247 $0
Track This Portfolio

Track Valmark Advisers, Inc. Portfolio

Follow Valmark Advisers, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Valmark Advisers, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Valmark Advisers, Inc. with notifications on news.