Security National Financial shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of Security National Financial (SNFCA) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in Security National Financial
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All positions including Security National Financial held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Security National Financial by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $463k | 58k | 7.99 |
| 2024-03-31 | $458k | 58k | 7.91 |
| 2023-12-31 | $521k | 58k | 9.00 |