Security National Corp/IA - SNLC
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Siena Capital Partners GP, LLC | History | No change | 18,476 | 3,773 | 0.91% | 0.88% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | New | 1,007 | 209 | 0.0% | — | 2 | +1,007 | New | Q2 2026 | Aug 07, 2026 |