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JNBA Financial Advisors: SPSM position timeline

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

JNBA Financial Advisors held 148,319 SPSM 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 148,319 shares
    Change vs previous 13F -174,229 shares

    0.65% of the 13F portfolio, value $8,553,562.

    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 322,548 shares
    Change vs previous 13F -9,115 shares

    1.3% of the 13F portfolio, value $15,585,505.

    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 331,663 shares
    Change vs previous 13F -3,909 shares

    1.36% of the 13F portfolio, value $15,541,740.

    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 335,572 shares
    Change vs previous 13F -4,852 shares

    1.41% of the 13F portfolio, value $15,543,715.

    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 340,424 shares
    Change vs previous 13F -43,670 shares

    1.39% of the 13F portfolio, value $14,502,062.

    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 384,094 shares
    Change vs previous 13F -143,772 shares

    1.62% of the 13F portfolio, value $15,655,660.

    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 527,866 shares
    Change vs previous 13F +22,409 shares

    2.42% of the 13F portfolio, value $23,711,743.

    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 505,457 shares
    Change vs previous 13F not available

    2.32% of the 13F portfolio, value $23,003,341.

    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).