Gem Investment Advisors, LLC
Position in SNFCA — Security National Financial Corp
CIK 1580018
TEANECK, NJ
Position in SNFCA
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,532,681
+$33,216 QoQ
Shares Held
166,080
0.0% QoQ
Ownership
0.607%
of shares outstanding
% of Portfolio
0.94%
of 13F equity value
Holder Rank
#13
of 77 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SNFCA Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Gem Investment Advisors, LLC holds $1,532,681 across 1 Insurance - Life name. SNFCA ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNFCA |
Security National Financial Corp
This page
|
166,080 | $1,532,681 |
All Filings in SNFCA
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,532,681 | 158,171 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,499,465 | 158,171 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,425,128 | 158,171 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||