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Disclosery

Secure Asset Management, LLC: JAAA position timeline

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

Secure Asset Management, LLC held 204,778 JAAA 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 204,778 shares
    Change vs previous 13F -21,579 shares

    1.45% of the 13F portfolio, value $10,339,243.

    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 226,357 shares
    Change vs previous 13F -3,515 shares

    1.81% of the 13F portfolio, value $11,401,621.

    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 229,872 shares
    Change vs previous 13F +15,789 shares

    1.83% of the 13F portfolio, value $11,626,942.

    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 214,083 shares
    Change vs previous 13F +8,475 shares

    1.79% of the 13F portfolio, value $10,832,604.

    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 205,608 shares
    Change vs previous 13F +43,769 shares

    1.94% of the 13F portfolio, value $10,434,618.

    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 161,839 shares
    Change vs previous 13F +9,301 shares

    1.66% of the 13F portfolio, value $8,206,830.

    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 152,538 shares
    Change vs previous 13F +83,882 shares

    1.17% of the 13F portfolio, value $7,735,223.

    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 68,656 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $3,493,193.

    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).