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Disclosery

JNBA Financial Advisors: FDVV position timeline

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

JNBA Financial Advisors held 480 FDVV 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 480 shares
    Change vs previous 13F +4 shares

    <0.01% of the 13F portfolio, value $28,964.

    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 476 shares
    Change vs previous 13F -100 shares

    <0.01% of the 13F portfolio, value $26,312.

    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 576 shares
    Change vs previous 13F +57 shares

    <0.01% of the 13F portfolio, value $32,674.

    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 519 shares
    Change vs previous 13F +3 shares

    <0.01% of the 13F portfolio, value $28,935.

    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 516 shares
    Change vs previous 13F +5 shares

    <0.01% of the 13F portfolio, value $26,837.

    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 511 shares
    Change vs previous 13F +4 shares

    <0.01% of the 13F portfolio, value $25,368.

    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 507 shares
    Change vs previous 13F +5 shares

    <0.01% of the 13F portfolio, value $25,330.

    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 502 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $25,447.

    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).