LHM, INC. SNFCA holdings history
SECURITY NATL FINL CORP-CL A · CUSIP 814785309 · CIK 2009224
As of 2026-06-30, LHM, INC. reported 601.19K SNFCA (shares), valued at $5.55M, or 1.89% of its reported non-derivative portfolio. Filed 2026-08-12.
Verify history & sources →Shares decreased 16.21%; reported value decreased 18.43%, and weight changed -0.79 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 1.89% | 601,188 | SEC filing ↗Filed Aug 12, 2026 |
| Q1 2026 | 2.68% | 717,508 | SEC filing ↗Filed May 14, 2026 |
| Q4 2025 | 2.41% | 718,033 | SEC filing ↗Filed Feb 10, 2026 |
| Q3 2025 | 2.09% | 729,750 | SEC filing ↗Filed Nov 13, 2025 |
| Q2 2025 | 2.41% | 738,117 | SEC filing ↗Filed Aug 14, 2025 |
| Q1 2025 | 3.13% | 781,169 | SEC filing ↗Filed May 13, 2025 |
| Q4 2024 | 3.31% | 863,659 | SEC filing ↗Filed Feb 6, 2025 |
| Q3 2024 | 2.50% | 863,659 | SEC filing ↗Filed Nov 8, 2024 |
| Q2 2024 | 2.77% | 822,533 | SEC filing ↗Filed Aug 22, 2024Amended |
| Q1 2024 | 4.60% | 822,533 | SEC filing ↗Filed Apr 24, 2024Amended |
| Q4 2023 | 6.14% | 822,533 | SEC filing ↗Filed Feb 2, 2024Amended |
| Q3 2023 | Not reported | Not reported | No filing this quarter |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q4 2023 | 6.14% | 822,533 | $7.40M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Feb 2, 2024 |
| Q1 2024 | 4.60% | 822,533 | $6.51M | Shares unchanged; reported value decreased 12.11%, and weight changed -1.54 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 24, 2024 |
| Q2 2024 | 2.77% | 822,533 | $6.57M | Shares unchanged; reported value increased 1.01%, and weight changed -1.83 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 22, 2024 |
| Q3 2024 | 2.50% | 863,659 | $7.95M | Shares increased 5.00%; reported value increased 20.90%, and weight changed -0.27 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 8, 2024 |
| Q4 2024 | 3.31% | 863,659 | $10.39M | Shares unchanged; reported value increased 30.76%, and weight changed +0.81 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 6, 2025 |
| Q1 2025 | 3.13% | 781,169 | $9.45M | Shares decreased 9.55%; reported value decreased 9.02%, and weight changed -0.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 13, 2025 |
| Q2 2025 | 2.41% | 738,117 | $7.27M | Shares decreased 5.51%; reported value decreased 23.08%, and weight changed -0.72 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2025 |
| Q3 2025 | 2.09% | 729,750 | $6.33M | Shares decreased 1.13%; reported value decreased 12.98%, and weight changed -0.32 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 13, 2025 |
| Q4 2025 | 2.41% | 718,033 | $6.47M | Shares decreased 1.61%; reported value increased 2.25%, and weight changed +0.32 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 10, 2026 |
| Q1 2026 | 2.68% | 717,508 | $6.80M | Shares decreased 0.07%; reported value increased 5.14%, and weight changed +0.27 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 14, 2026 |
| Q2 2026 | 1.89% | 601,188 | $5.55M | Shares decreased 16.21%; reported value decreased 18.43%, and weight changed -0.79 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 12, 2026 |
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