Position in SPNT
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$387,936
+$39,807 QoQ
Shares Held
16,164
+0.0% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#136
of 251 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SPNT Over Time
Shares Held
Position Value (USD)
Position in Insurance - Reinsurance
Financial Services · as of Jun 30, 2026Sequoia Financial Advisors, LLC holds $5,306,611 across 4 Insurance - Reinsurance names. SPNT ranks #4 (7.3% of the industry book) .
All Filings in SPNT
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $387,936 | 16,164 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $348,129 | 16,162 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $371,998 | 16,994 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $291,628 | 16,121 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $327,361 | 16,055 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $277,262 | 16,036 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $263,321 | 16,066 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $239,793 | 16,722 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $205,911 | 16,878 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $220,480 | 17,347 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $201,167 | 17,342 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $170,144 | 16,730 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $151,306 | 16,756 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $150,242 | 18,480 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $109,804 | 18,611 | Shares | Sole | 2023-02-10 | |
| No filing history on record for this holder in this stock. | ||||||