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Secure Asset Management, LLC: KR position timeline

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

Secure Asset Management, LLC held 35,257 KR 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 35,257 shares
    Change vs previous 13F +3,299 shares

    0.28% of the 13F portfolio, value $1,957,838.

    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 31,958 shares
    Change vs previous 13F +624 shares

    0.37% of the 13F portfolio, value $2,312,471.

    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 31,334 shares
    Change vs previous 13F +1,361 shares

    0.31% of the 13F portfolio, value $1,957,719.

    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 29,973 shares
    Change vs previous 13F +26,086 shares

    0.33% of the 13F portfolio, value $1,993,481.

    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 3,887 shares
    Change vs previous 13F -222 shares

    0.05% of the 13F portfolio, value $278,833.

    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 4,109 shares
    Change vs previous 13F -6,990 shares

    0.06% of the 13F portfolio, value $278,133.

    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 11,099 shares
    Change vs previous 13F -1,265 shares

    0.1% of the 13F portfolio, value $678,701.

    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 12,364 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $708,456.

    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).