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Disclosery

Secure Asset Management, LLC: IRS position timeline

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

Secure Asset Management, LLC held 92,154 IRS 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 92,154 shares
    Change vs previous 13F +1,200 shares

    0.2% of the 13F portfolio, value $1,422,857.

    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 90,954 shares
    Change vs previous 13F +28,577 shares

    0.23% of the 13F portfolio, value $1,474,364.

    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 62,377 shares
    Change vs previous 13F -11,947 shares

    0.16% of the 13F portfolio, value $1,031,714.

    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 74,324 shares
    Change vs previous 13F -796 shares

    0.14% of the 13F portfolio, value $859,929.

    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 75,120 shares
    Change vs previous 13F +625 shares

    0.19% of the 13F portfolio, value $1,046,422.

    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 74,495 shares
    Change vs previous 13F -7,353 shares

    0.19% of the 13F portfolio, value $960,986.

    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 81,848 shares
    Change vs previous 13F -15,079 shares

    0.19% of the 13F portfolio, value $1,221,991.

    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 96,927 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,103,035.

    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).