Position in SNFCA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$5,825,529
-$976,468 QoQ
Shares Held
631,247
-16.2% QoQ
Ownership
2.31%
of shares outstanding
% of Portfolio
4.44%
of 13F equity value
Holder Rank
#6
of 77 holders
Holding Since
Dec 2023
11 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, 2026LHM, INC. holds $5,825,529 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
|
631,247 | $5,825,529 |
All Filings in SNFCA
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,825,529 | 601,188 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $6,801,997 | 717,508 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $6,469,513 | 718,033 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $6,326,899 | 729,750 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $7,270,419 | 738,117 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $9,452,182 | 781,169 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $10,389,851 | 863,659 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $7,945,690 | 863,659 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $6,572,074 | 822,533 | Shares | Sole | 2024-08-22 | |
| 2024-03-31 | $6,506,278 | 822,533 | Shares | Sole | 2024-08-12 | |
| 2023-12-31 | $7,402,760 | 822,533 | Shares | Sole | 2024-08-12 | |
| No filing history on record for this holder in this stock. | ||||||