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Disclosery

Secure Asset Management, LLC: KO position timeline

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

Secure Asset Management, LLC held 39,801 KO 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 39,801 shares
    Change vs previous 13F +1,905 shares

    0.46% of the 13F portfolio, value $3,234,591.

    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 37,896 shares
    Change vs previous 13F -2,629 shares

    0.46% of the 13F portfolio, value $2,881,966.

    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 40,525 shares
    Change vs previous 13F +1,018 shares

    0.45% of the 13F portfolio, value $2,833,133.

    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 39,507 shares
    Change vs previous 13F +10,449 shares

    0.44% of the 13F portfolio, value $2,638,268.

    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 29,058 shares
    Change vs previous 13F -9,988 shares

    0.38% of the 13F portfolio, value $2,055,833.

    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 39,046 shares
    Change vs previous 13F +4,178 shares

    0.56% of the 13F portfolio, value $2,796,482.

    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 34,868 shares
    Change vs previous 13F +5,343 shares

    0.33% of the 13F portfolio, value $2,170,925.

    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 29,525 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $2,121,685.

    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).