Secure Asset Management, LLC: BGH position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Secure Asset Management, LLC on BGH, newest first. How the timeline and the estimate are built.
Secure Asset Management, LLC held 63,488 BGH shares at 2026-06-30 per its 13F-HR filed 2026-07-15.
the latest 13F is the newest step
- period ended2026-06-3013F 63,488 sharesChange vs previous 13F -22,735 shares
0.13% of the 13F portfolio, value $895,175.
13F-HR 0002085853-26-000733 filed by Secure Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 86,223 sharesChange vs previous 13F +12,849 shares
0.19% of the 13F portfolio, value $1,177,800.
13F-HR 0002085853-26-000323 filed by Secure Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 73,374 sharesChange vs previous 13F -12,790 shares
0.17% of the 13F portfolio, value $1,101,349.
13F-HR 0002085853-26-000051 filed by Secure Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 86,164 sharesChange vs previous 13F +16,198 shares
0.22% of the 13F portfolio, value $1,330,377.
13F-HR 0002085853-25-000048 filed by Secure Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 69,966 sharesChange vs previous 13F +38,967 shares
0.2% of the 13F portfolio, value $1,077,484.
13F-HR 0001667731-25-000760 filed by Secure Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 30,999 sharesChange vs previous 13F +657 shares
0.09% of the 13F portfolio, value $468,706.
13F-HR 0001667731-25-000402 filed by Secure Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 30,342 sharesChange vs previous 13F -16,558 shares
0.07% of the 13F portfolio, value $468,485.
13F-HR 0001667731-25-000054 filed by Secure Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 46,900 sharesChange vs previous 13F not available
0.12% of the 13F portfolio, value $711,937.
13F-HR 0001800692-24-000006 filed by Secure Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).