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JNBA Financial Advisors: XJR position timeline

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

JNBA Financial Advisors held 17,447 XJR 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 17,447 shares
    Change vs previous 13F -9,502 shares

    0.07% of the 13F portfolio, value $920,260.

    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 26,949 shares
    Change vs previous 13F -718 shares

    0.1% of the 13F portfolio, value $1,173,293.

    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 27,667 shares
    Change vs previous 13F +1,893 shares

    0.1% of the 13F portfolio, value $1,178,061.

    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 25,774 shares
    Change vs previous 13F -476 shares

    0.1% of the 13F portfolio, value $1,096,942.

    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 26,250 shares
    Change vs previous 13F +4,434 shares

    0.1% of the 13F portfolio, value $1,038,188.

    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 21,816 shares
    Change vs previous 13F -3,376 shares

    0.09% of the 13F portfolio, value $820,801.

    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 25,192 shares
    Change vs previous 13F +2,358 shares

    0.11% of the 13F portfolio, value $1,036,195.

    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 22,834 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $954,706.

    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).