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JNBA Financial Advisors: MSFT position timeline

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

JNBA Financial Advisors held 32,543 MSFT 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 32,543 shares
    Change vs previous 13F -77 shares

    0.92% of the 13F portfolio, value $12,139,251.

    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 32,620 shares
    Change vs previous 13F +123 shares

    1.01% of the 13F portfolio, value $12,075,006.

    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 32,497 shares
    Change vs previous 13F +149 shares

    1.37% of the 13F portfolio, value $15,716,278.

    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 32,348 shares
    Change vs previous 13F +6,279 shares

    1.52% of the 13F portfolio, value $16,754,731.

    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 26,069 shares
    Change vs previous 13F -92 shares

    1.25% of the 13F portfolio, value $12,967,193.

    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 26,161 shares
    Change vs previous 13F +188 shares

    1.02% of the 13F portfolio, value $9,820,738.

    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 25,973 shares
    Change vs previous 13F +14 shares

    1.12% of the 13F portfolio, value $10,947,799.

    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 25,959 shares
    Change vs previous 13F not available

    1.12% of the 13F portfolio, value $11,170,341.

    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).