CUSIP 83304AAF3NOTE 5/0SNAPQ4 2025
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradeQ4 2025
8 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Financial Consulate, Inc | 655.0K | $608.7K | −26.0K | Reduced |
| 2 | Wealthspire Advisors, LLC | 50.0K | $46.5K | +32.0K | Added |
| 3 | Oak Harvest Investment Services | 28.0K | $26.0K | +28.0K | New |
| 4 | Focus Partners Wealth | 22.0K | $20.4K |
| +22.0K |
| New |
| 5 | Beaird Harris Wealth Management, LLC | 14.0K | $13.0K | 0 | Held |
| 6 | Cetera Investment Advisers | 12.0K | $11.2K | 0 | Held |
| 7 | Northwestern Mutual Wealth Management Co | 6.0K | $5.6K | 0 | Held |
| 8 | Rockefeller Capital Management L.P. | 4.0K | $3.7K | 0 | Held |