Secure Asset Management, LLC: IUSB position timeline

Secure Asset Management, LLC held 77,580 IUSB 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 77,580 shares

   Change vs previous 13F +7,239 shares

   0.5% of the 13F portfolio, value $3,580,302.

   13F-HR 0002085853-26-000733 filed by Secure Asset Management, LLC
   Filed 2026-07-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 70,341 shares

   Change vs previous 13F +9,842 shares

   0.51% of the 13F portfolio, value $3,249,056.

   13F-HR 0002085853-26-000323 filed by Secure Asset Management, LLC
   Filed 2026-04-09 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 60,499 shares

   Change vs previous 13F +23,808 shares

   0.44% of the 13F portfolio, value $2,815,601.

   13F-HR 0002085853-26-000051 filed by Secure Asset Management, LLC
   Filed 2026-01-20 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 36,691 shares

   Change vs previous 13F +15,184 shares

   0.28% of the 13F portfolio, value $1,711,616.

   13F-HR 0002085853-25-000048 filed by Secure Asset Management, LLC
   Filed 2025-10-09 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 21,507 shares

   Change vs previous 13F not available

   0.18% of the 13F portfolio, value $994,255.

   13F-HR 0001667731-25-000760 filed by Secure Asset Management, LLC
   Filed 2025-07-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).