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Disclosery

JNBA Financial Advisors: CRM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JNBA Financial Advisors on CRM, newest first. How the timeline and the estimate are built.

JNBA Financial Advisors held 2,593 CRM shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,593 shares
    Change vs previous 13F -1,512 shares

    0.03% of the 13F portfolio, value $406,220.

    13F-HR 0001569118-26-000005 filed by JNBA Financial Advisors
    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 4,105 shares
    Change vs previous 13F -181 shares

    0.06% of the 13F portfolio, value $766,281.

    13F-HR 0001569118-26-000003 filed by JNBA Financial Advisors
    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 4,286 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $1,135,405.

    13F-HR 0001569118-26-000001 filed by JNBA Financial Advisors
    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 4,286 shares
    Change vs previous 13F -16 shares

    0.09% of the 13F portfolio, value $1,015,782.

    13F-HR 0001569118-25-000009 filed by JNBA Financial Advisors
    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 4,302 shares
    Change vs previous 13F -25 shares

    0.11% of the 13F portfolio, value $1,173,113.

    13F-HR 0001569118-25-000007 filed by JNBA Financial Advisors
    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 4,327 shares
    Change vs previous 13F +2,564 shares

    0.12% of the 13F portfolio, value $1,161,194.

    13F-HR 0001569118-25-000006 filed by JNBA Financial Advisors
    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 1,763 shares
    Change vs previous 13F +201 shares

    0.06% of the 13F portfolio, value $589,424.

    13F-HR 0001569118-25-000001 filed by JNBA Financial Advisors
    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 1,562 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $427,536.

    13F-HR 0001569118-24-000005 filed by JNBA Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).