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Disclosery

JNBA Financial Advisors: IDV position timeline

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

JNBA Financial Advisors held 42,817 IDV 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 42,817 shares
    Change vs previous 13F -16 shares

    0.13% of the 13F portfolio, value $1,773,908.

    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 42,833 shares
    Change vs previous 13F -5,970 shares

    0.15% of the 13F portfolio, value $1,822,972.

    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 48,803 shares
    Change vs previous 13F -913 shares

    0.17% of the 13F portfolio, value $1,925,278.

    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 49,716 shares
    Change vs previous 13F -1,129 shares

    0.17% of the 13F portfolio, value $1,817,119.

    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 50,845 shares
    Change vs previous 13F -932 shares

    0.17% of the 13F portfolio, value $1,754,661.

    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 51,777 shares
    Change vs previous 13F -9,432 shares

    0.17% of the 13F portfolio, value $1,606,122.

    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 61,209 shares
    Change vs previous 13F -1,189 shares

    0.17% of the 13F portfolio, value $1,675,902.

    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 62,398 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,886,291.

    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).