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Secure Asset Management, LLC: JMBS position timeline

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

Secure Asset Management, LLC held 327,232 JMBS 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 327,232 shares
    Change vs previous 13F +21,631 shares

    2.07% of the 13F portfolio, value $14,722,171.

    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 305,601 shares
    Change vs previous 13F +31,400 shares

    2.19% of the 13F portfolio, value $13,807,060.

    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 274,201 shares
    Change vs previous 13F +13,975 shares

    1.97% of the 13F portfolio, value $12,528,253.

    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 260,226 shares
    Change vs previous 13F +46,623 shares

    1.96% of the 13F portfolio, value $11,858,504.

    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 213,603 shares
    Change vs previous 13F -7,455 shares

    1.79% of the 13F portfolio, value $9,622,812.

    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 221,058 shares
    Change vs previous 13F +89,912 shares

    2.02% of the 13F portfolio, value $9,991,808.

    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 131,146 shares
    Change vs previous 13F +23,080 shares

    0.88% of the 13F portfolio, value $5,794,039.

    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 108,066 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $5,041,279.

    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).