Back to SNFCA
True Wealth Design, LLC → SNFCA
True Wealth Design, LLC SNFCA Position History
Security National Financial Corporation
Quarters held
4
Latest value
$79
Q3 2026
Peak value
$175
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $9 |
| Q1 2026 | $48 |
| Q2 2026 | $175 |
| Q3 2026 | $79 |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $79 | 9 | — | — |
| Q2 2026 | $175 | 18 | — | — |
| Q1 2026 | $48 | 5 | — | — |
| Q3 2025 | $9 | 1 | — | — |
Other funds holding SNFCA
$20.8M
$20.4M
$20.1M
$19.4M
$19.2M