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JNBA Financial Advisors: IVV position timeline

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

JNBA Financial Advisors held 232,149 IVV 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 232,149 shares
    Change vs previous 13F -9,635 shares

    13.16% of the 13F portfolio, value $173,854,198.

    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 241,784 shares
    Change vs previous 13F -122,620 shares

    13.15% of the 13F portfolio, value $157,935,661.

    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 364,404 shares
    Change vs previous 13F +11,824 shares

    21.8% of the 13F portfolio, value $249,594,819.

    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 352,580 shares
    Change vs previous 13F +111,870 shares

    21.44% of the 13F portfolio, value $235,982,020.

    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 240,710 shares
    Change vs previous 13F +19,543 shares

    14.37% of the 13F portfolio, value $149,456,750.

    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 221,167 shares
    Change vs previous 13F -47,008 shares

    12.88% of the 13F portfolio, value $124,273,473.

    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 268,175 shares
    Change vs previous 13F +19,142 shares

    16.12% of the 13F portfolio, value $157,869,348.

    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 249,033 shares
    Change vs previous 13F not available

    14.47% of the 13F portfolio, value $143,647,054.

    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).