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Disclosery

JNBA Financial Advisors: SPHQ position timeline

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

JNBA Financial Advisors held 196,648 SPHQ 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 196,648 shares
    Change vs previous 13F -22,518 shares

    1.34% of the 13F portfolio, value $17,717,985.

    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 219,166 shares
    Change vs previous 13F -3,613 shares

    1.37% of the 13F portfolio, value $16,479,092.

    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 222,779 shares
    Change vs previous 13F +4,836 shares

    1.46% of the 13F portfolio, value $16,719,564.

    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 217,943 shares
    Change vs previous 13F +27,842 shares

    1.45% of the 13F portfolio, value $15,973,043.

    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 190,101 shares
    Change vs previous 13F +190,101 shares

    1.3% of the 13F portfolio, value $13,546,598.

    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 0 shares
    Change vs previous 13F -111 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-12-31
    13F 111 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $7,441.

    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 111 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $7,467.

    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).