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Disclosery

JNBA Financial Advisors: WFC position timeline

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

JNBA Financial Advisors held 8,314 WFC 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 8,314 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $687,076.

    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 8,314 shares
    Change vs previous 13F -102 shares

    0.06% of the 13F portfolio, value $661,885.

    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 8,416 shares
    Change vs previous 13F -537 shares

    0.07% of the 13F portfolio, value $784,379.

    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 8,953 shares
    Change vs previous 13F -60 shares

    0.07% of the 13F portfolio, value $750,448.

    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 9,013 shares
    Change vs previous 13F -117 shares

    0.07% of the 13F portfolio, value $722,129.

    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 9,130 shares
    Change vs previous 13F -1,886 shares

    0.07% of the 13F portfolio, value $655,449.

    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 11,016 shares
    Change vs previous 13F -1,477 shares

    0.08% of the 13F portfolio, value $773,761.

    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 12,493 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $705,713.

    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).