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JNBA Financial Advisors: DFEM position timeline

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

JNBA Financial Advisors held 83,714 DFEM 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 83,714 shares
    Change vs previous 13F -1,475 shares

    0.26% of the 13F portfolio, value $3,402,133.

    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 85,189 shares
    Change vs previous 13F -4,794 shares

    0.25% of the 13F portfolio, value $2,943,277.

    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 89,983 shares
    Change vs previous 13F -6,957 shares

    0.26% of the 13F portfolio, value $2,976,635.

    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 96,940 shares
    Change vs previous 13F -7,889 shares

    0.28% of the 13F portfolio, value $3,108,863.

    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 104,829 shares
    Change vs previous 13F -12,156 shares

    0.3% of the 13F portfolio, value $3,111,325.

    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 116,985 shares
    Change vs previous 13F -17,324 shares

    0.32% of the 13F portfolio, value $3,095,424.

    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 134,309 shares
    Change vs previous 13F -24,883 shares

    0.36% of the 13F portfolio, value $3,517,553.

    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 159,192 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $4,481,255.

    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).