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Disclosery

Secure Asset Management, LLC: BA position timeline

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

Secure Asset Management, LLC held 4,063 BA 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 4,063 shares
    Change vs previous 13F -714 shares

    0.12% of the 13F portfolio, value $879,453.

    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 4,777 shares
    Change vs previous 13F -57 shares

    0.15% of the 13F portfolio, value $950,707.

    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 4,834 shares
    Change vs previous 13F -1,016 shares

    0.17% of the 13F portfolio, value $1,049,608.

    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 5,850 shares
    Change vs previous 13F +75 shares

    0.21% of the 13F portfolio, value $1,258,920.

    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 5,775 shares
    Change vs previous 13F +946 shares

    0.22% of the 13F portfolio, value $1,210,036.

    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 4,829 shares
    Change vs previous 13F +159 shares

    0.17% of the 13F portfolio, value $823,586.

    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 4,670 shares
    Change vs previous 13F -8,666 shares

    0.13% of the 13F portfolio, value $826,590.

    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 13,336 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $2,027,605.

    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).