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Disclosery

Security National Bank: WEC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Security National Bank on WEC, newest first. How the timeline and the estimate are built.

Security National Bank held 17,400 WEC shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,400 shares
    Change vs previous 13F +139 shares

    0.24% of the 13F portfolio, value $2,031,798.

    13F-HR 0001719739-26-000003 filed by Security National Bank
    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 17,261 shares
    Change vs previous 13F +234 shares

    0.29% of the 13F portfolio, value $1,998,306.

    13F-HR 0001719739-26-000002 filed by Security National Bank
    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 17,027 shares
    Change vs previous 13F +7,472 shares

    0.26% of the 13F portfolio, value $1,795,667.

    13F-HR 0001719739-26-000001 filed by Security National Bank
    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 9,555 shares
    Change vs previous 13F -357 shares

    0.17% of the 13F portfolio, value $1,094,907.

    13F-HR 0001719739-25-000011 filed by Security National Bank
    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 9,912 shares
    Change vs previous 13F -19 shares

    0.18% of the 13F portfolio, value $1,032,830.

    13F-HR 0001719739-25-000003 filed by Security National Bank
    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 9,931 shares
    Change vs previous 13F -81 shares

    0.2% of the 13F portfolio, value $1,082,280.

    13F-HR 0001719739-25-000002 filed by Security National Bank
    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 10,012 shares
    Change vs previous 13F +268 shares

    0.13% of the 13F portfolio, value $941,528.

    13F-HR 0001719739-25-000001 filed by Security National Bank
    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 9,744 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $937,178.

    13F-HR 0001719739-24-000007 filed by Security National Bank
    Filed (acceptance time not in the bulk data set), ingested

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