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Disclosery

Secure Asset Management, LLC: EIX position timeline

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

Secure Asset Management, LLC held 31,185 EIX 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 31,185 shares
    Change vs previous 13F +2,683 shares

    0.33% of the 13F portfolio, value $2,321,694.

    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 28,502 shares
    Change vs previous 13F -5,560 shares

    0.33% of the 13F portfolio, value $2,085,787.

    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 34,062 shares
    Change vs previous 13F +1,027 shares

    0.32% of the 13F portfolio, value $2,044,428.

    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 33,035 shares
    Change vs previous 13F +10,683 shares

    0.31% of the 13F portfolio, value $1,859,192.

    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 22,352 shares
    Change vs previous 13F -11,615 shares

    0.21% of the 13F portfolio, value $1,153,378.

    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 33,967 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $2,001,336.

    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).