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Ibex Wealth Advisors

SEC CIK
0001686242
Latest filing
Jul 27, 2026

SNA holding history

Snap-on Inc in every 13F filed by Ibex Wealth Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SNA overviewAll 13F holders of SNAFull Q2 2026 holdings

Shares (Q2 2026)
591
Value
$237.8K
% of portfolio
<0.1%
Quarters held
7
Since Q4 2023
Holdings of SNA by Ibex Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026591$237.8K<0.1%−1,033−63.6%ReducedHolders
Q1 20261,624$590.0K0.1%+1,624NewHolders
Q4 20250$00.0%−2,202−100.0%Sold outHolders
Q3 20252,202$762.9K0.1%+1,362+162.1%AddedHolders
Q2 2025840$261.3K<0.1%+840NewHolders
Q1 20250$00.0%−885−100.0%Sold outHolders
Q4 2024885$300.5K<0.1%+885NewHolders
Q3 20240$00.0%−1,517−100.0%Sold outHolders
Q2 20241,517$396.6K0.1%+1,517NewHolders
Q1 20240$00.0%−1−100.0%Sold outHolders
Q4 20231$216<0.1%+1NewHolders