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Disclosery

Secure Asset Management, LLC: IDHQ position timeline

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

Secure Asset Management, LLC held 6,135 IDHQ 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 6,135 shares
    Change vs previous 13F +36 shares

    0.04% of the 13F portfolio, value $268,164.

    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 6,099 shares
    Change vs previous 13F -549 shares

    0.03% of the 13F portfolio, value $215,725.

    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 6,648 shares
    Change vs previous 13F +303 shares

    0.04% of the 13F portfolio, value $233,686.

    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 6,345 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $216,284.

    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).