JNBA Financial Advisors: PWV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JNBA Financial Advisors on PWV, newest first. How the timeline and the estimate are built.
JNBA Financial Advisors held 13,332 PWV shares at 2026-06-30 per its 13F-HR filed 2026-07-23.
the latest 13F is the newest step
- period ended2026-06-3013F 13,332 sharesChange vs previous 13F -1,760 shares
0.08% of the 13F portfolio, value $1,010,169.
13F-HR 0001569118-26-000005 filed by JNBA Financial Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 15,092 sharesChange vs previous 13F -3,626 shares
0.09% of the 13F portfolio, value $1,052,067.
13F-HR 0001569118-26-000003 filed by JNBA Financial Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 18,718 sharesChange vs previous 13F -641 shares
0.11% of the 13F portfolio, value $1,245,109.
13F-HR 0001569118-26-000001 filed by JNBA Financial Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 19,359 sharesChange vs previous 13F -1,418 shares
0.11% of the 13F portfolio, value $1,262,389.
13F-HR 0001569118-25-000009 filed by JNBA Financial Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 20,777 sharesChange vs previous 13F -488 shares
0.12% of the 13F portfolio, value $1,291,072.
13F-HR 0001569118-25-000007 filed by JNBA Financial Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 21,265 sharesChange vs previous 13F -4,113 shares
0.13% of the 13F portfolio, value $1,265,451.
13F-HR 0001569118-25-000006 filed by JNBA Financial Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 25,378 sharesChange vs previous 13F -939 shares
0.15% of the 13F portfolio, value $1,443,369.
13F-HR 0001569118-25-000001 filed by JNBA Financial Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 26,317 sharesChange vs previous 13F not available
0.15% of the 13F portfolio, value $1,534,808.
13F-HR 0001569118-24-000005 filed by JNBA Financial Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).