Position in SNDL
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$8,507
-$2,191 QoQ
Shares Held
6,445
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SNDL Over Time
Shares Held
Position Value (USD)
Position in Beverages - Wineries & Distilleries
Consumer Defensive · as of Jun 30, 2026Security National Bank holds $93,321 across 1 Beverages - Wineries & Distilleries name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DEO |
Diageo PLC
|
1,161 | $93,321 |
All Filings in SNDL
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,507 | 6,445 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $10,698 | 6,445 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,541 | 575 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $695 | 575 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $810 | 575 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,029 | 575 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,184 | 575 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $1,092 | 575 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $1,152 | 575 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $943 | 575 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||