Secure Asset Management, LLC: FIX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Secure Asset Management, LLC on FIX, newest first. How the timeline and the estimate are built.
Secure Asset Management, LLC held 2,665 FIX shares at 2026-06-30 per its 13F-HR filed 2026-07-15.
the latest 13F is the newest step
- period ended2026-06-3013F 2,665 sharesChange vs previous 13F +114 shares
0.74% of the 13F portfolio, value $5,280,947.
13F-HR 0002085853-26-000733 filed by Secure Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,551 sharesChange vs previous 13F -1,824 shares
0.56% of the 13F portfolio, value $3,517,209.
13F-HR 0002085853-26-000323 filed by Secure Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 4,375 sharesChange vs previous 13F -5 shares
0.64% of the 13F portfolio, value $4,083,262.
13F-HR 0002085853-26-000051 filed by Secure Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 4,380 sharesChange vs previous 13F -1,422 shares
0.6% of the 13F portfolio, value $3,654,014.
13F-HR 0002085853-25-000048 filed by Secure Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 5,802 sharesChange vs previous 13F -577 shares
0.58% of the 13F portfolio, value $3,111,174.
13F-HR 0001667731-25-000760 filed by Secure Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 6,379 sharesChange vs previous 13F not available
0.42% of the 13F portfolio, value $2,056,230.
13F-HR 0001667731-25-000402 filed by Secure Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).