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Secure Asset Management, LLC: EWBC position timeline

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

Secure Asset Management, LLC held 20,885 EWBC 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 20,885 shares
    Change vs previous 13F +1,027 shares

    0.38% of the 13F portfolio, value $2,696,010.

    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 19,858 shares
    Change vs previous 13F +1,971 shares

    0.34% of the 13F portfolio, value $2,120,007.

    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 17,887 shares
    Change vs previous 13F +702 shares

    0.32% of the 13F portfolio, value $2,010,312.

    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 17,185 shares
    Change vs previous 13F +2,740 shares

    0.3% of the 13F portfolio, value $1,816,636.

    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 14,445 shares
    Change vs previous 13F -8,893 shares

    0.27% of the 13F portfolio, value $1,458,662.

    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 23,338 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $2,094,819.

    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).