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Disclosery

Secure Asset Management, LLC: IJH position timeline

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

Secure Asset Management, LLC held 4,680 IJH 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 4,680 shares
    Change vs previous 13F -3,238 shares

    0.05% of the 13F portfolio, value $360,861.

    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 7,918 shares
    Change vs previous 13F -4,855 shares

    0.08% of the 13F portfolio, value $534,732.

    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 12,773 shares
    Change vs previous 13F -4,205 shares

    0.13% of the 13F portfolio, value $843,050.

    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 16,978 shares
    Change vs previous 13F -9,085 shares

    0.18% of the 13F portfolio, value $1,111,898.

    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 26,063 shares
    Change vs previous 13F +20,358 shares

    0.3% of the 13F portfolio, value $1,616,434.

    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 5,705 shares
    Change vs previous 13F +1,692 shares

    0.07% of the 13F portfolio, value $332,902.

    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 4,013 shares
    Change vs previous 13F +219 shares

    0.04% of the 13F portfolio, value $250,056.

    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 3,794 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $236,415.

    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).