Secure Asset Management, LLC: IDEV position timeline

Secure Asset Management, LLC held 3,657 IDEV 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 3,657 shares

   Change vs previous 13F +55 shares

   0.05% of the 13F portfolio, value $325,540.

   13F-HR 0002085853-26-000733 filed by Secure Asset Management, LLC
   Filed 2026-07-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 3,602 shares

   Change vs previous 13F -2,435 shares

   0.05% of the 13F portfolio, value $301,011.

   13F-HR 0002085853-26-000323 filed by Secure Asset Management, LLC
   Filed 2026-04-09 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 6,037 shares

   Change vs previous 13F -534 shares

   0.08% of the 13F portfolio, value $497,923.

   13F-HR 0002085853-26-000051 filed by Secure Asset Management, LLC
   Filed 2026-01-20 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 6,571 shares

   Change vs previous 13F -6,862 shares

   0.09% of the 13F portfolio, value $530,069.

   13F-HR 0002085853-25-000048 filed by Secure Asset Management, LLC
   Filed 2025-10-09 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 13,433 shares

   Change vs previous 13F not available

   0.19% of the 13F portfolio, value $1,021,460.

   13F-HR 0001667731-25-000760 filed by Secure Asset Management, LLC
   Filed 2025-07-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).