Security National Financial shares owned by Comprehensive Portfolio Management
Quarter-by-quarter ownership of Security National Financial (SNFCA) shares owned by Comprehensive Portfolio Management
from 13F filings
Historical chart of Comprehensive Portfolio Management investment in Security National Financial
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Quarterly reported holdings in Security National Financial by Comprehensive Portfolio Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $276k | 32k | 8.67 |
| 2025-06-30 | $429k | 44k | 9.85 |
| 2025-03-31 | $472k | 39k | 12.10 |
| 2024-12-31 | $490k | 41k | 12.03 |
| 2024-09-30 | $236k | 26k | 9.20 |
| 2024-06-30 | $116k | 15k | 7.99 |
| 2024-03-31 | $134k | 17k | 7.91 |
| 2023-12-31 | $132k | 15k | 9.00 |
| 2023-09-30 | $111k | 14k | 7.84 |
More positions owned by Comprehensive Portfolio Management
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