Position in TMS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$8,425
New position
Shares Held
1,025
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#16
of 18 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Financial Conglomerates
Financial Services · as of Jun 30, 2026JNBA Financial Advisors holds $12,571 across 2 Financial Conglomerates names. TMS ranks #1 (67.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMS |
Teamshares Inc
This page
|
1,025 | $8,425 | |
| 2 | IX |
Orix Corp
|
109 | $4,146 |
All Filings in TMS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,425 | 1,025 | Shares | Sole | 2026-07-23 | |
| No filing history on record for this holder in this stock. | ||||||