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Disclosery

Secure Asset Management, LLC: COST position timeline

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

Secure Asset Management, LLC held 8,155 COST 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 8,155 shares
    Change vs previous 13F -599 shares

    1.07% of the 13F portfolio, value $7,628,605.

    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 8,754 shares
    Change vs previous 13F +730 shares

    1.38% of the 13F portfolio, value $8,722,270.

    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 8,024 shares
    Change vs previous 13F -50 shares

    1.09% of the 13F portfolio, value $6,919,286.

    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 8,074 shares
    Change vs previous 13F -84 shares

    1.22% of the 13F portfolio, value $7,406,166.

    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 8,158 shares
    Change vs previous 13F -153 shares

    1.5% of the 13F portfolio, value $8,075,485.

    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 8,311 shares
    Change vs previous 13F +6,015 shares

    1.59% of the 13F portfolio, value $7,860,453.

    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 2,296 shares
    Change vs previous 13F +1,083 shares

    0.32% of the 13F portfolio, value $2,103,381.

    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 1,213 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,075,495.

    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).