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Disclosery

JNBA Financial Advisors: SPYV position timeline

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

JNBA Financial Advisors held 62,238 SPYV 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 62,238 shares
    Change vs previous 13F -3,868 shares

    0.29% of the 13F portfolio, value $3,783,418.

    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 66,106 shares
    Change vs previous 13F -25,034 shares

    0.31% of the 13F portfolio, value $3,740,250.

    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 91,140 shares
    Change vs previous 13F -6,949 shares

    0.45% of the 13F portfolio, value $5,177,692.

    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 98,089 shares
    Change vs previous 13F -4,356 shares

    0.49% of the 13F portfolio, value $5,427,252.

    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 102,445 shares
    Change vs previous 13F -5,818 shares

    0.52% of the 13F portfolio, value $5,361,971.

    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 108,263 shares
    Change vs previous 13F -42,124 shares

    0.57% of the 13F portfolio, value $5,528,967.

    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 150,387 shares
    Change vs previous 13F -4,452 shares

    0.79% of the 13F portfolio, value $7,690,794.

    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 154,839 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $8,184,799.

    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).