Skip to content
Disclosery

Secure Asset Management, LLC: IWD position timeline

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

Secure Asset Management, LLC held 10,971 IWD 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 10,971 shares
    Change vs previous 13F -376 shares

    0.37% of the 13F portfolio, value $2,659,661.

    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 11,347 shares
    Change vs previous 13F -1,178 shares

    0.38% of the 13F portfolio, value $2,424,467.

    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 12,525 shares
    Change vs previous 13F +760 shares

    0.41% of the 13F portfolio, value $2,634,514.

    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 11,765 shares
    Change vs previous 13F +7,956 shares

    0.4% of the 13F portfolio, value $2,398,547.

    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 3,809 shares
    Change vs previous 13F -9,118 shares

    0.14% of the 13F portfolio, value $739,734.

    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 12,927 shares
    Change vs previous 13F +9,130 shares

    0.49% of the 13F portfolio, value $2,432,327.

    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 3,797 shares
    Change vs previous 13F +7 shares

    0.11% of the 13F portfolio, value $703,018.

    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 3,790 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $719,426.

    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).