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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Quarterly reported holdings in Security National Financial by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $599k | 61k | 9.85 |
| 2025-03-31 | $736k | 61k | 12.10 |
| 2024-12-31 | $732k | 61k | 12.03 |
| 2024-09-30 | $560k | 61k | 9.20 |
| 2024-06-30 | $463k | 58k | 7.99 |
| 2024-03-31 | $458k | 58k | 7.91 |
| 2023-12-31 | $521k | 58k | 9.00 |