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Disclosery

Secure Asset Management, LLC: BRK-B position timeline

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

Secure Asset Management, LLC held 4,774 BRK-B 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 4,774 shares
    Change vs previous 13F +175 shares

    0.34% of the 13F portfolio, value $2,389,022.

    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 4,599 shares
    Change vs previous 13F -425 shares

    0.35% of the 13F portfolio, value $2,204,000.

    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 5,024 shares
    Change vs previous 13F -1,376 shares

    0.4% of the 13F portfolio, value $2,525,481.

    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 6,400 shares
    Change vs previous 13F -786 shares

    0.53% of the 13F portfolio, value $3,188,646.

    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 7,186 shares
    Change vs previous 13F +1,307 shares

    0.65% of the 13F portfolio, value $3,490,646.

    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 5,879 shares
    Change vs previous 13F -472 shares

    0.63% of the 13F portfolio, value $3,130,931.

    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 6,351 shares
    Change vs previous 13F +363 shares

    0.44% of the 13F portfolio, value $2,878,691.

    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 5,988 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $2,756,037.

    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).