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Disclosery

JNBA Financial Advisors: SPDW position timeline

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

JNBA Financial Advisors held 2,430,445 SPDW 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 2,430,445 shares
    Change vs previous 13F -76,548 shares

    9.27% of the 13F portfolio, value $122,470,123.

    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 2,506,993 shares
    Change vs previous 13F +249,546 shares

    9.53% of the 13F portfolio, value $114,444,235.

    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 2,257,447 shares
    Change vs previous 13F +160,863 shares

    8.76% of the 13F portfolio, value $100,253,221.

    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 2,096,584 shares
    Change vs previous 13F +100,695 shares

    8.15% of the 13F portfolio, value $89,712,832.

    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 1,995,889 shares
    Change vs previous 13F -57,169 shares

    7.77% of the 13F portfolio, value $80,813,548.

    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 2,053,058 shares
    Change vs previous 13F -123,701 shares

    7.75% of the 13F portfolio, value $74,751,828.

    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 2,176,759 shares
    Change vs previous 13F -89,521 shares

    7.59% of the 13F portfolio, value $74,292,772.

    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 2,266,280 shares
    Change vs previous 13F not available

    8.57% of the 13F portfolio, value $85,121,479.

    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).