Position in FDS
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$407,290
-$146,102 QoQ
Shares Held
1,877
-1.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FDS Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Mar 31, 2026Valmark Advisers, Inc. holds $1,895,694 across 6 Financial Data & Stock Exchanges names. FDS ranks #2 (21.5% of the industry book) .
All Filings in FDS
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $407,290 | 1,877 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $553,392 | 1,907 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $558,655 | 1,950 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $881,141 | 1,970 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $883,820 | 1,944 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $932,223 | 1,941 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $883,371 | 1,921 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $782,245 | 1,916 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $870,611 | 1,916 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $914,027 | 1,916 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $842,600 | 1,927 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $772,052 | 1,927 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $799,878 | 1,927 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $773,131 | 1,927 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $785,015 | 1,962 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $754,526 | 1,962 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $854,407 | 1,968 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $930,709 | 1,915 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $754,029 | 1,910 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $641,015 | 1,910 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $589,715 | 1,911 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $627,095 | 1,886 | Shares | Sole | 2021-02-03 | |
| No filing history on record for this holder in this stock. | ||||||