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Disclosery

Secure Asset Management, LLC: DOW position timeline

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

Secure Asset Management, LLC held 0 DOW 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 0 shares
    Change vs previous 13F -6,418 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 6,418 shares
    Change vs previous 13F -2,486 shares

    0.04% of the 13F portfolio, value $267,323.

    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 8,904 shares
    Change vs previous 13F -542 shares

    0.03% of the 13F portfolio, value $208,174.

    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 9,446 shares
    Change vs previous 13F -185 shares

    0.04% of the 13F portfolio, value $217,723.

    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 9,631 shares
    Change vs previous 13F -138 shares

    0.05% of the 13F portfolio, value $255,033.

    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 9,769 shares
    Change vs previous 13F +116 shares

    0.07% of the 13F portfolio, value $341,146.

    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 9,653 shares
    Change vs previous 13F +931 shares

    0.06% of the 13F portfolio, value $387,374.

    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 8,722 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $476,510.

    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).