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Disclosery

JNBA Financial Advisors: SPYM position timeline

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

JNBA Financial Advisors held 162,121 SPYM 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 162,121 shares
    Change vs previous 13F +22,326 shares

    1.08% of the 13F portfolio, value $14,247,194.

    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 139,795 shares
    Change vs previous 13F +56,646 shares

    0.89% of the 13F portfolio, value $10,699,910.

    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 83,149 shares
    Change vs previous 13F +40,992 shares

    0.58% of the 13F portfolio, value $6,670,213.

    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 42,157 shares
    Change vs previous 13F +4,315 shares

    0.3% of the 13F portfolio, value $3,302,580.

    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 37,842 shares
    Change vs previous 13F +4,522 shares

    0.26% of the 13F portfolio, value $2,750,735.

    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 33,320 shares
    Change vs previous 13F -1,313 shares

    0.23% of the 13F portfolio, value $2,191,124.

    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 34,633 shares
    Change vs previous 13F -1,070 shares

    0.24% of the 13F portfolio, value $2,387,600.

    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 35,703 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $2,410,310.

    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).