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Disclosery

Secure Asset Management, LLC: IGSB position timeline

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

Secure Asset Management, LLC held 283,647 IGSB 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 283,647 shares
    Change vs previous 13F +17,892 shares

    2.09% of the 13F portfolio, value $14,865,947.

    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 265,755 shares
    Change vs previous 13F +26,677 shares

    2.21% of the 13F portfolio, value $13,968,064.

    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 239,078 shares
    Change vs previous 13F +10,596 shares

    1.99% of the 13F portfolio, value $12,642,425.

    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 228,482 shares
    Change vs previous 13F +44,984 shares

    2% of the 13F portfolio, value $12,095,851.

    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 183,498 shares
    Change vs previous 13F +36,458 shares

    1.8% of the 13F portfolio, value $9,681,339.

    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 147,040 shares
    Change vs previous 13F not available

    1.55% of the 13F portfolio, value $7,700,485.

    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).