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Disclosery

Secure Asset Management, LLC: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Secure Asset Management, LLC on AAPL, newest first. How the timeline and the estimate are built.

Secure Asset Management, LLC held 59,722 AAPL 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 59,722 shares
    Change vs previous 13F -1,318 shares

    2.43% of the 13F portfolio, value $17,281,291.

    13F-HR 0002085853-26-000733 filed by Secure Asset Management, LLC
    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 61,040 shares
    Change vs previous 13F -849 shares

    2.45% of the 13F portfolio, value $15,491,390.

    13F-HR 0002085853-26-000323 filed by Secure Asset Management, LLC
    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 61,889 shares
    Change vs previous 13F -536 shares

    2.65% of the 13F portfolio, value $16,825,123.

    13F-HR 0002085853-26-000051 filed by Secure Asset Management, LLC
    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 62,425 shares
    Change vs previous 13F +2,553 shares

    2.63% of the 13F portfolio, value $15,946,581.

    13F-HR 0002085853-25-000048 filed by Secure Asset Management, LLC
    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 59,872 shares
    Change vs previous 13F -999 shares

    2.28% of the 13F portfolio, value $12,283,998.

    13F-HR 0001667731-25-000760 filed by Secure Asset Management, LLC
    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 60,871 shares
    Change vs previous 13F -157,296 shares

    2.73% of the 13F portfolio, value $13,521,262.

    13F-HR 0001667731-25-000402 filed by Secure Asset Management, LLC
    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 218,167 shares
    Change vs previous 13F +1,610 shares

    8.29% of the 13F portfolio, value $54,633,515.

    13F-HR 0001667731-25-000054 filed by Secure Asset Management, LLC
    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 216,557 shares
    Change vs previous 13F not available

    8.52% of the 13F portfolio, value $50,457,682.

    13F-HR 0001800692-24-000006 filed by Secure Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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