Secure Asset Management, LLC: BIV position timeline

Secure Asset Management, LLC held 75,621 BIV 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 75,621 shares

   Change vs previous 13F +1,172 shares

   0.82% of the 13F portfolio, value $5,800,131.

   13F-HR 0002085853-26-000733 filed by Secure Asset Management, LLC
   Filed 2026-07-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 74,449 shares

   Change vs previous 13F +26,624 shares

   0.91% of the 13F portfolio, value $5,745,974.

   13F-HR 0002085853-26-000323 filed by Secure Asset Management, LLC
   Filed 2026-04-09 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 47,825 shares

   Change vs previous 13F +2,679 shares

   0.59% of the 13F portfolio, value $3,724,611.

   13F-HR 0002085853-26-000051 filed by Secure Asset Management, LLC
   Filed 2026-01-20 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 45,146 shares

   Change vs previous 13F +2,476 shares

   0.58% of the 13F portfolio, value $3,525,451.

   13F-HR 0002085853-25-000048 filed by Secure Asset Management, LLC
   Filed 2025-10-09 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 42,670 shares

   Change vs previous 13F not available

   0.61% of the 13F portfolio, value $3,300,098.

   13F-HR 0001667731-25-000760 filed by Secure Asset Management, LLC
   Filed 2025-07-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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