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Disclosery

Secure Asset Management, LLC: IJR position timeline

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

Secure Asset Management, LLC held 13,423 IJR 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 13,423 shares
    Change vs previous 13F -2,305 shares

    0.28% of the 13F portfolio, value $1,990,693.

    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 15,728 shares
    Change vs previous 13F -3,335 shares

    0.31% of the 13F portfolio, value $1,955,146.

    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 19,063 shares
    Change vs previous 13F -1,563 shares

    0.36% of the 13F portfolio, value $2,290,955.

    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 20,626 shares
    Change vs previous 13F -1,301 shares

    0.41% of the 13F portfolio, value $2,458,210.

    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 21,927 shares
    Change vs previous 13F +918 shares

    0.45% of the 13F portfolio, value $2,396,427.

    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 21,009 shares
    Change vs previous 13F +1,310 shares

    0.44% of the 13F portfolio, value $2,196,869.

    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 19,699 shares
    Change vs previous 13F +2,259 shares

    0.34% of the 13F portfolio, value $2,269,682.

    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 17,440 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $2,039,742.

    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).