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JNBA Financial Advisors: SPYG position timeline

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

JNBA Financial Advisors held 224,178 SPYG 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 224,178 shares
    Change vs previous 13F -7,417 shares

    2.02% of the 13F portfolio, value $26,674,967.

    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 231,595 shares
    Change vs previous 13F -8,850 shares

    1.89% of the 13F portfolio, value $22,675,472.

    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 240,445 shares
    Change vs previous 13F -2,728 shares

    2.24% of the 13F portfolio, value $25,655,470.

    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 243,173 shares
    Change vs previous 13F -1,239 shares

    2.31% of the 13F portfolio, value $25,413,979.

    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 244,412 shares
    Change vs previous 13F +5,661 shares

    2.24% of the 13F portfolio, value $23,297,400.

    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 238,751 shares
    Change vs previous 13F -13,172 shares

    1.99% of the 13F portfolio, value $19,188,446.

    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 251,923 shares
    Change vs previous 13F -3,117 shares

    2.26% of the 13F portfolio, value $22,144,051.

    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 255,040 shares
    Change vs previous 13F not available

    2.13% of the 13F portfolio, value $21,153,022.

    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).