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JNBA Financial Advisors: DFIV position timeline

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

JNBA Financial Advisors held 1,388 DFIV 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 1,388 shares
    Change vs previous 13F +134 shares

    0.01% of the 13F portfolio, value $74,988.

    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 1,254 shares
    Change vs previous 13F +523 shares

    0.01% of the 13F portfolio, value $66,194.

    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 731 shares
    Change vs previous 13F +5 shares

    <0.01% of the 13F portfolio, value $36,484.

    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 726 shares
    Change vs previous 13F +4 shares

    <0.01% of the 13F portfolio, value $33,466.

    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 722 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $30,943.

    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).