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Secure Asset Management, LLC: IBIT position timeline

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

Secure Asset Management, LLC held 122,957 IBIT 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 122,957 shares
    Change vs previous 13F +8,619 shares

    0.58% of the 13F portfolio, value $4,093,222.

    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 114,338 shares
    Change vs previous 13F +42,553 shares

    0.7% of the 13F portfolio, value $4,392,866.

    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 71,785 shares
    Change vs previous 13F +3,709 shares

    0.56% of the 13F portfolio, value $3,564,100.

    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 68,076 shares
    Change vs previous 13F +6,795 shares

    0.75% of the 13F portfolio, value $4,543,392.

    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 61,281 shares
    Change vs previous 13F +2,747 shares

    0.7% of the 13F portfolio, value $3,751,010.

    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 58,534 shares
    Change vs previous 13F +9,004 shares

    0.55% of the 13F portfolio, value $2,739,977.

    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 49,530 shares
    Change vs previous 13F +7,341 shares

    0.4% of the 13F portfolio, value $2,627,567.

    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 42,189 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $1,524,289.

    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).