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Disclosery

Secure Asset Management, LLC: IVV position timeline

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

Secure Asset Management, LLC held 24,557 IVV 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 24,557 shares
    Change vs previous 13F +1,570 shares

    2.59% of the 13F portfolio, value $18,390,132.

    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 22,987 shares
    Change vs previous 13F +1,499 shares

    2.38% of the 13F portfolio, value $15,015,174.

    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 21,488 shares
    Change vs previous 13F +255 shares

    2.32% of the 13F portfolio, value $14,718,048.

    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 21,233 shares
    Change vs previous 13F +3,735 shares

    2.35% of the 13F portfolio, value $14,265,278.

    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 17,498 shares
    Change vs previous 13F +5,029 shares

    2.02% of the 13F portfolio, value $10,864,452.

    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 12,469 shares
    Change vs previous 13F -15,390 shares

    1.41% of the 13F portfolio, value $7,006,327.

    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 27,859 shares
    Change vs previous 13F +2,353 shares

    2.49% of the 13F portfolio, value $16,400,145.

    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 25,506 shares
    Change vs previous 13F not available

    2.49% of the 13F portfolio, value $14,712,237.

    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).