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Disclosery

JNBA Financial Advisors: SPY position timeline

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

JNBA Financial Advisors held 3,605 SPY 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 3,605 shares
    Change vs previous 13F -54 shares

    0.2% of the 13F portfolio, value $2,691,784.

    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 3,659 shares
    Change vs previous 13F -54 shares

    0.2% of the 13F portfolio, value $2,379,314.

    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 3,713 shares
    Change vs previous 13F -23 shares

    0.22% of the 13F portfolio, value $2,531,675.

    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 3,736 shares
    Change vs previous 13F -62 shares

    0.23% of the 13F portfolio, value $2,488,561.

    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 3,798 shares
    Change vs previous 13F +163 shares

    0.23% of the 13F portfolio, value $2,346,686.

    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 3,635 shares
    Change vs previous 13F +285 shares

    0.21% of the 13F portfolio, value $2,033,562.

    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 3,350 shares
    Change vs previous 13F +791 shares

    0.2% of the 13F portfolio, value $1,963,555.

    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 2,559 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,468,435.

    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).