JNBA Financial Advisors: CVS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JNBA Financial Advisors on CVS, newest first. How the timeline and the estimate are built.
JNBA Financial Advisors held 3,998 CVS shares at 2026-06-30 per its 13F-HR filed 2026-07-23.
the latest 13F is the newest step
- period ended2026-06-3013F 3,998 sharesChange vs previous 13F -293 shares
0.03% of the 13F portfolio, value $413,549.
13F-HR 0001569118-26-000005 filed by JNBA Financial Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 4,291 sharesChange vs previous 13F +554 shares
0.03% of the 13F portfolio, value $308,149.
13F-HR 0001569118-26-000003 filed by JNBA Financial Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,737 sharesChange vs previous 13F +59 shares
0.03% of the 13F portfolio, value $296,535.
13F-HR 0001569118-26-000001 filed by JNBA Financial Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,678 sharesChange vs previous 13F -1,093 shares
0.03% of the 13F portfolio, value $277,252.
13F-HR 0001569118-25-000009 filed by JNBA Financial Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 4,771 sharesChange vs previous 13F 0 shares
0.03% of the 13F portfolio, value $329,116.
13F-HR 0001569118-25-000007 filed by JNBA Financial Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 4,771 sharesChange vs previous 13F -667 shares
0.03% of the 13F portfolio, value $323,248.
13F-HR 0001569118-25-000006 filed by JNBA Financial Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 5,438 sharesChange vs previous 13F -216 shares
0.02% of the 13F portfolio, value $244,133.
13F-HR 0001569118-25-000001 filed by JNBA Financial Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 5,654 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $355,554.
13F-HR 0001569118-24-000005 filed by JNBA Financial Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).