Secure Asset Management, LLC: INCM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Secure Asset Management, LLC on INCM, newest first. How the timeline and the estimate are built.
Secure Asset Management, LLC held 41,563 INCM shares at 2026-06-30 per its 13F-HR filed 2026-07-15.
the latest 13F is the newest step
- period ended2026-06-3013F 41,563 sharesChange vs previous 13F +7,591 shares
0.17% of the 13F portfolio, value $1,199,299.
13F-HR 0002085853-26-000733 filed by Secure Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 33,972 sharesChange vs previous 13F +14,101 shares
0.15% of the 13F portfolio, value $976,682.
13F-HR 0002085853-26-000323 filed by Secure Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 19,871 sharesChange vs previous 13F not available
0.09% of the 13F portfolio, value $557,196.
13F-HR 0002085853-26-000051 filed by Secure Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).