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Secure Asset Management, LLC: KYN position timeline

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

Secure Asset Management, LLC held 79,697 KYN 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 79,697 shares
    Change vs previous 13F +827 shares

    0.16% of the 13F portfolio, value $1,102,210.

    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 78,870 shares
    Change vs previous 13F -11,405 shares

    0.18% of the 13F portfolio, value $1,126,264.

    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 90,275 shares
    Change vs previous 13F +827 shares

    0.18% of the 13F portfolio, value $1,117,605.

    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 89,448 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $1,104,683.

    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 89,448 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $1,137,779.

    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 89,448 shares
    Change vs previous 13F -3,000 shares

    0.23% of the 13F portfolio, value $1,147,618.

    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 92,448 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $1,175,014.

    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 92,448 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,016,928.

    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).