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Secure Asset Management, LLC: BBEU position timeline

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

Secure Asset Management, LLC held 58,459 BBEU 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 58,459 shares
    Change vs previous 13F +4,826 shares

    0.64% of the 13F portfolio, value $4,546,342.

    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 53,633 shares
    Change vs previous 13F +3,264 shares

    0.62% of the 13F portfolio, value $3,883,530.

    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 50,369 shares
    Change vs previous 13F +1,960 shares

    0.58% of the 13F portfolio, value $3,692,036.

    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 48,409 shares
    Change vs previous 13F +11,457 shares

    0.56% of the 13F portfolio, value $3,409,456.

    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 36,952 shares
    Change vs previous 13F +10,911 shares

    0.46% of the 13F portfolio, value $2,492,757.

    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 26,041 shares
    Change vs previous 13F +4,416 shares

    0.33% of the 13F portfolio, value $1,610,092.

    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 21,625 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,198,436.

    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).