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Disclosery

Secure Asset Management, LLC: FTEC position timeline

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

Secure Asset Management, LLC held 15,394 FTEC 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 15,394 shares
    Change vs previous 13F +680 shares

    0.62% of the 13F portfolio, value $4,396,349.

    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 14,714 shares
    Change vs previous 13F -1,030 shares

    0.48% of the 13F portfolio, value $3,061,210.

    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 15,744 shares
    Change vs previous 13F +231 shares

    0.56% of the 13F portfolio, value $3,537,298.

    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 15,513 shares
    Change vs previous 13F +85 shares

    0.57% of the 13F portfolio, value $3,474,071.

    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 15,428 shares
    Change vs previous 13F +514 shares

    0.57% of the 13F portfolio, value $3,042,643.

    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 14,914 shares
    Change vs previous 13F +1,095 shares

    0.49% of the 13F portfolio, value $2,405,139.

    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 13,819 shares
    Change vs previous 13F -2,765 shares

    0.39% of the 13F portfolio, value $2,554,818.

    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 16,584 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $2,893,978.

    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).