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Disclosery

JNBA Financial Advisors: SPEM position timeline

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

JNBA Financial Advisors held 796,899 SPEM 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 796,899 shares
    Change vs previous 13F +1,960 shares

    3.12% of the 13F portfolio, value $41,263,413.

    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 794,939 shares
    Change vs previous 13F -8,684 shares

    3.11% of the 13F portfolio, value $37,290,602.

    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 803,623 shares
    Change vs previous 13F +9,943 shares

    3.29% of the 13F portfolio, value $37,617,593.

    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 793,680 shares
    Change vs previous 13F -203,282 shares

    3.38% of the 13F portfolio, value $37,152,147.

    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 996,962 shares
    Change vs previous 13F -13,477 shares

    4.1% of the 13F portfolio, value $42,610,156.

    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 1,010,439 shares
    Change vs previous 13F -30,851 shares

    4.12% of the 13F portfolio, value $39,780,994.

    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 1,041,290 shares
    Change vs previous 13F -56,370 shares

    4.08% of the 13F portfolio, value $39,954,307.

    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 1,097,660 shares
    Change vs previous 13F not available

    4.56% of the 13F portfolio, value $45,311,421.

    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).