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Disclosery

Secure Asset Management, LLC: LLY position timeline

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

Secure Asset Management, LLC held 6,792 LLY 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 6,792 shares
    Change vs previous 13F +101 shares

    1.15% of the 13F portfolio, value $8,146,301.

    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 6,691 shares
    Change vs previous 13F -75 shares

    0.97% of the 13F portfolio, value $6,153,822.

    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 6,766 shares
    Change vs previous 13F -294 shares

    1.15% of the 13F portfolio, value $7,271,270.

    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 7,060 shares
    Change vs previous 13F +1,991 shares

    0.96% of the 13F portfolio, value $5,827,674.

    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 5,069 shares
    Change vs previous 13F +1,162 shares

    0.73% of the 13F portfolio, value $3,951,492.

    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 3,907 shares
    Change vs previous 13F +262 shares

    0.65% of the 13F portfolio, value $3,226,719.

    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 3,645 shares
    Change vs previous 13F +1,689 shares

    0.43% of the 13F portfolio, value $2,813,726.

    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 1,956 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $1,732,677.

    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).