Position in WDH
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$3,173
-$1,375 QoQ
Shares Held
2,808
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#32
of 39 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WDH Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026JNBA Financial Advisors holds $11,172 across 3 Insurance - Diversified names. WDH ranks #3 (28.4% of the industry book) .
All Filings in WDH
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,173 | 2,808 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $4,548 | 2,808 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $5,335 | 2,808 | Shares | Sole | 2026-01-26 | |
| No filing history on record for this holder in this stock. | ||||||