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JNBA Financial Advisors: IVLU position timeline

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

JNBA Financial Advisors held 181,385 IVLU 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 181,385 shares
    Change vs previous 13F -1,313 shares

    0.57% of the 13F portfolio, value $7,585,521.

    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 182,698 shares
    Change vs previous 13F -39,248 shares

    0.6% of the 13F portfolio, value $7,249,457.

    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 221,946 shares
    Change vs previous 13F -13,823 shares

    0.74% of the 13F portfolio, value $8,445,046.

    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 235,769 shares
    Change vs previous 13F -8,524 shares

    0.76% of the 13F portfolio, value $8,365,085.

    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 244,293 shares
    Change vs previous 13F -27,688 shares

    0.77% of the 13F portfolio, value $8,034,797.

    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 271,981 shares
    Change vs previous 13F -64,121 shares

    0.85% of the 13F portfolio, value $8,243,731.

    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 336,102 shares
    Change vs previous 13F -36,408 shares

    0.93% of the 13F portfolio, value $9,111,713.

    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 372,510 shares
    Change vs previous 13F not available

    1.11% of the 13F portfolio, value $11,000,221.

    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).