Skip to content
Disclosery

Secure Asset Management, LLC: F position timeline

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

Secure Asset Management, LLC held 44,355 F 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 44,355 shares
    Change vs previous 13F -19,790 shares

    0.09% of the 13F portfolio, value $616,532.

    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 64,145 shares
    Change vs previous 13F +5,473 shares

    0.12% of the 13F portfolio, value $740,239.

    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 58,672 shares
    Change vs previous 13F +337 shares

    0.12% of the 13F portfolio, value $769,778.

    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 58,335 shares
    Change vs previous 13F -15,531 shares

    0.12% of the 13F portfolio, value $715,770.

    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 73,866 shares
    Change vs previous 13F -3,485 shares

    0.15% of the 13F portfolio, value $801,441.

    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 77,351 shares
    Change vs previous 13F +22 shares

    0.16% of the 13F portfolio, value $775,832.

    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 77,329 shares
    Change vs previous 13F -5,622 shares

    0.12% of the 13F portfolio, value $765,562.

    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 82,951 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $875,968.

    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).