Security National Financial shares owned by Soltis Investment Advisors
Quarter-by-quarter ownership of Security National Financial (SNFCA) shares owned by Soltis Investment Advisors
from 13F filings
Historical chart of Soltis Investment Advisors investment in Security National Financial
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Quarterly reported holdings in Security National Financial by Soltis Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $23M | 2.6M | 8.67 |
| 2025-06-30 | $25M | 2.6M | 9.85 |
| 2025-03-31 | $31M | 2.6M | 12.10 |
| 2024-12-31 | $32M | 2.6M | 12.03 |
| 2024-09-30 | $26M | 2.8M | 9.20 |
| 2024-06-30 | $22M | 2.8M | 7.99 |
| 2024-03-31 | $23M | 2.9M | 7.91 |
| 2023-12-31 | $26M | 2.9M | 9.00 |
| 2023-06-30 | $27M | 3.0M | 8.87 |
| 2023-03-31 | $18M | 2.9M | 6.23 |
| 2022-12-31 | $22M | 3.0M | 7.30 |
| 2022-09-30 | $19M | 3.0M | 6.35 |
| 2022-06-30 | $25M | 2.9M | 8.46 |
| 2022-03-31 | $29M | 2.9M | 10.00 |
| 2021-12-31 | $26M | 2.8M | 9.20 |
| 2021-09-30 | $23M | 2.8M | 8.23 |
| 2021-06-30 | $23M | 2.6M | 8.75 |
| 2021-03-31 | $24M | 2.6M | 9.35 |
| 2020-12-31 | $21M | 2.5M | 8.35 |
| 2020-09-30 | $15M | 2.3M | 6.40 |
| 2020-06-30 | $15M | 2.2M | 6.74 |
| 2020-03-31 | $9.0M | 2.1M | 4.27 |
| 2019-12-31 | $12M | 2.0M | 5.85 |
More positions owned by Soltis Investment Advisors
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