Position in SNA
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$2,876,748
+$444,640 QoQ
Shares Held
7,149
+6.8% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#342
of 1,057 holders
Holding Since
Jun 2020
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SNA Over Time
Shares Held
Position Value (USD)
Position in Tools & Accessories
Industrials · as of Jun 30, 2026AE Wealth Management LLC holds $5,080,463 across 5 Tools & Accessories names. SNA ranks #1 (56.6% of the industry book) .
All Filings in SNA
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,876,748 | 7,149 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $2,432,108 | 6,696 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $342,183 | 993 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $327,467 | 945 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $272,277 | 875 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $367,339 | 1,090 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $348,982 | 1,028 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $292,315 | 1,009 | Shares | Other | 2024-11-14 | |
| 2023-12-31 | $1,201,285 | 4,159 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $769,516 | 3,017 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,226,824 | 4,257 | Shares | Sole | 2023-07-10 | |
| 2022-03-31 | $207,329 | 1,009 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $937,549 | 4,353 | Shares | Sole | 2022-01-20 | |
| 2020-06-30 | $224,801 | 1,623 | Shares | Sole | 2020-08-05 | |
| No filing history on record for this holder in this stock. | ||||||