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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

  1. period ended2026-06-30
    13F 13,332 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 15,092 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 18,718 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 19,359 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 20,777 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 21,265 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 25,378 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 26,317 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).