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Disclosery

Apriem Advisors: SNA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Apriem Advisors on SNA, newest first. How the timeline and the estimate are built.

Apriem Advisors held 6,698 SNA shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,698 shares
    Change vs previous 13F -2,942 shares

    0.23% of the 13F portfolio, value $2,695,275.

    13F-HR 0001172661-26-003521 filed by Apriem Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 9,640 shares
    Change vs previous 13F -695 shares

    0.33% of the 13F portfolio, value $3,501,441.

    13F-HR 0001172661-26-002007 filed by Apriem Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 10,335 shares
    Change vs previous 13F -138 shares

    0.33% of the 13F portfolio, value $3,561,375.

    13F-HR 0001172661-26-000785 filed by Apriem Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 10,473 shares
    Change vs previous 13F -5,002 shares

    0.34% of the 13F portfolio, value $3,629,140.

    13F-HR 0001172661-25-004676 filed by Apriem Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 15,475 shares
    Change vs previous 13F -16,922 shares

    0.51% of the 13F portfolio, value $4,815,758.

    13F-HR 0001172661-25-003301 filed by Apriem Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 32,397 shares
    Change vs previous 13F -12,523 shares

    1.28% of the 13F portfolio, value $10,918,426.

    13F-HR 0001172661-25-002047 filed by Apriem Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 44,920 shares
    Change vs previous 13F -3,984 shares

    1.75% of the 13F portfolio, value $15,249,408.

    13F-HR 0001172661-25-000495 filed by Apriem Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 48,904 shares
    Change vs previous 13F not available

    1.65% of the 13F portfolio, value $14,167,958.

    13F-HR 0001172661-24-004892 filed by Apriem Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).