Position in SNA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$245,866
+$35,199 QoQ
Shares Held
611
+5.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#771
of 1,057 holders
Holding Since
Jun 2024
6 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, 2026Summit Financial, LLC holds $951,371 across 3 Tools & Accessories names. SNA ranks #3 (25.8% of the industry book) .
All Filings in SNA
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $245,866 | 611 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $210,667 | 580 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $337,347 | 1,001 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $440,984 | 1,299 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $303,616 | 1,048 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $295,893 | 1,132 | Shares | Sole | 2024-07-31 | |
| No filing history on record for this holder in this stock. | ||||||