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Disclosery

Secure Asset Management, LLC: DIA position timeline

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

Secure Asset Management, LLC held 4,398 DIA 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 4,398 shares
    Change vs previous 13F -33 shares

    0.32% of the 13F portfolio, value $2,297,632.

    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 4,431 shares
    Change vs previous 13F -1,186 shares

    0.33% of the 13F portfolio, value $2,052,446.

    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 5,617 shares
    Change vs previous 13F +1,207 shares

    0.43% of the 13F portfolio, value $2,699,582.

    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 4,410 shares
    Change vs previous 13F -26 shares

    0.34% of the 13F portfolio, value $2,047,188.

    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 4,436 shares
    Change vs previous 13F -315 shares

    0.36% of the 13F portfolio, value $1,954,888.

    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 4,751 shares
    Change vs previous 13F +369 shares

    0.4% of the 13F portfolio, value $1,994,686.

    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 4,382 shares
    Change vs previous 13F -66 shares

    0.28% of the 13F portfolio, value $1,864,418.

    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 4,448 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $1,881,984.

    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).