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Disclosery

Secure Asset Management, LLC: CGDV position timeline

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

Secure Asset Management, LLC held 13,815 CGDV 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 13,815 shares
    Change vs previous 13F -176,420 shares

    0.1% of the 13F portfolio, value $680,804.

    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 190,235 shares
    Change vs previous 13F +5,147 shares

    1.28% of the 13F portfolio, value $8,092,595.

    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 185,088 shares
    Change vs previous 13F +16,123 shares

    1.27% of the 13F portfolio, value $8,077,232.

    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 168,965 shares
    Change vs previous 13F +33,867 shares

    1.18% of the 13F portfolio, value $7,145,540.

    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 135,098 shares
    Change vs previous 13F +38,069 shares

    0.99% of the 13F portfolio, value $5,335,026.

    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 97,029 shares
    Change vs previous 13F +39,218 shares

    0.7% of the 13F portfolio, value $3,458,101.

    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 57,811 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $2,038,404.

    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).