ATWOOD & PALMER INC SNEX STONEX GROUP INC

Ownership history in ATWOOD & PALMER INC  ·  5 quarters on record

AI Ownership Summary

ATWOOD & PALMER INC reported STONEX GROUP INC (SNEX) in 5 quarterly 13F filings from 2025 Q2 through 2026 Q2. The latest visible filing shows SNEX at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SNEX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ATWOOD & PALMER INC's position in STONEX GROUP INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

SNEX was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How ATWOOD & PALMER INC held SNEX — position size vs. price
% of Fund (quarterly)    SNEX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED 150 0% 0.00% $18K 2026-07-08 $118.84
2026 Q1 ADDED 150 +50 +50.0% 0.00% $12K 2026-04-15 $102.30
2025 Q4 UNCHANGED 100 0% 0.00% $10K 2026-01-28 $71.87
2025 Q3 UNCHANGED 100 0% 0.00% $10K 2025-10-15 $69.03
2025 Q2 INITIATED 100 0.00% $9K 2025-07-08 $63.97

FAQ About ATWOOD & PALMER INC and SNEX

These are the practical questions this page is built to answer before you even open the full history table.

How long has ATWOOD & PALMER INC reported owning SNEX?

ATWOOD & PALMER INC reported SNEX across 5 quarterly 13F filings, from 2025 Q2 through 2026 Q2.

What was the largest reported SNEX position in ATWOOD & PALMER INC's portfolio?

The largest reported portfolio weight for SNEX was 0.00% in 2026 Q2.

What is the latest reported SNEX position on this page?

The most recent filing on this page is 2026 Q2, when ATWOOD & PALMER INC reported 150 shares, equal to 0.00% of portfolio, with an estimated market value of $18K.

What does the chart on this SNEX ownership page compare?

The chart compares ATWOOD & PALMER INC's quarterly SNEX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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