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Disclosery

JNBA Financial Advisors: EFG position timeline

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

JNBA Financial Advisors held 25,502 EFG 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 25,502 shares
    Change vs previous 13F -390 shares

    0.24% of the 13F portfolio, value $3,172,959.

    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 25,892 shares
    Change vs previous 13F -1,964 shares

    0.24% of the 13F portfolio, value $2,883,593.

    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 27,856 shares
    Change vs previous 13F -548 shares

    0.28% of the 13F portfolio, value $3,173,356.

    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 28,404 shares
    Change vs previous 13F -336 shares

    0.29% of the 13F portfolio, value $3,234,648.

    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 28,740 shares
    Change vs previous 13F -2,736 shares

    0.31% of the 13F portfolio, value $3,218,880.

    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 31,476 shares
    Change vs previous 13F -6,530 shares

    0.33% of the 13F portfolio, value $3,147,551.

    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 38,006 shares
    Change vs previous 13F -1,322 shares

    0.38% of the 13F portfolio, value $3,680,073.

    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 39,328 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $4,233,660.

    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).