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Disclosery

Secure Asset Management, LLC: ESP position timeline

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

Secure Asset Management, LLC held 0 ESP shares at 2025-06-30 per its 13F-HR filed 2025-07-10.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -9,195 shares

    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).

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

  2. period ended2025-03-31
    13F 9,195 shares
    Change vs previous 13F +2,528 shares

    0.05% of the 13F portfolio, value $249,450.

    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).

  3. period ended2024-12-31
    13F 6,667 shares
    Change vs previous 13F -597 shares

    0.03% of the 13F portfolio, value $201,000.

    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).

  4. period ended2024-09-30
    13F 7,264 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $218,564.

    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).