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Security National Financial shares owned by Carlson Capital

Quarter-by-quarter ownership of Security National Financial (SNFCA) shares owned by Carlson Capital from 13F filings

Historical chart of Carlson Capital investment in Security National Financial

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All positions including Security National Financial held by Carlson Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Security National Financial by Carlson Capital

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.7M 213k 7.99
2024-03-31 $1.7M 220k 7.91
2023-12-31 $1.9M 211k 9.00
2023-09-30 $2.1M 263k 7.84
2023-06-30 $2.4M 270k 8.87
2023-03-31 $1.9M 310k 6.23
2022-12-31 $2.0M 278k 7.30
2022-09-30 $1.4M 223k 6.35
2022-06-30 $1.5M 178k 8.46
2022-03-31 $1.3M 130k 10.00
2021-12-31 $1.8M 199k 9.20
2021-09-30 $1.8M 220k 8.23
2021-06-30 $2.0M 225k 8.75