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Disclosery

Secure Asset Management, LLC: GEV position timeline

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

Secure Asset Management, LLC held 3,719 GEV 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 3,719 shares
    Change vs previous 13F -105 shares

    0.61% of the 13F portfolio, value $4,368,990.

    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 3,824 shares
    Change vs previous 13F +806 shares

    0.53% of the 13F portfolio, value $3,337,664.

    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 3,018 shares
    Change vs previous 13F +400 shares

    0.31% of the 13F portfolio, value $1,972,367.

    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 2,618 shares
    Change vs previous 13F +155 shares

    0.26% of the 13F portfolio, value $1,587,152.

    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 2,463 shares
    Change vs previous 13F +933 shares

    0.24% of the 13F portfolio, value $1,303,376.

    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 1,530 shares
    Change vs previous 13F -1,107 shares

    0.09% of the 13F portfolio, value $467,083.

    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 2,637 shares
    Change vs previous 13F +1,341 shares

    0.13% of the 13F portfolio, value $867,388.

    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 1,296 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $330,454.

    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).