Security National Financial shares owned by Summit Investment Advisors
Quarter-by-quarter ownership of Security National Financial (SNFCA) shares owned by Summit Investment Advisors
from 13F filings
Historical chart of Summit Investment Advisors investment in Security National Financial
Tip: Access up to 7 years of quarterly data
All positions including Security National Financial held by Summit Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Security National Financial by Summit Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $14k | 1.6k | 8.67 |
| 2025-06-30 | $15k | 1.5k | 9.85 |
| 2024-03-31 | $8.2k | 1.0k | 7.91 |
| 2023-12-31 | $9.3k | 1.0k | 9.00 |
| 2023-09-30 | $8.1k | 1.0k | 7.84 |
| 2023-06-30 | $8.7k | 982 | 8.87 |
| 2021-03-31 | $8.0k | 841 | 9.51 |
| 2020-12-31 | $7.0k | 841 | 8.32 |
| 2020-09-30 | $5.0k | 841 | 5.95 |
| 2020-06-30 | $6.0k | 821 | 7.31 |
More positions owned by Summit Investment Advisors
View all positions for Summit Investment Advisors