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Disclosery

Secure Asset Management, LLC: LMBS position timeline

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

Secure Asset Management, LLC held 296,908 LMBS 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 296,908 shares
    Change vs previous 13F +18,853 shares

    2.08% of the 13F portfolio, value $14,780,070.

    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 278,055 shares
    Change vs previous 13F +25,435 shares

    2.19% of the 13F portfolio, value $13,849,939.

    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 252,620 shares
    Change vs previous 13F +11,896 shares

    1.99% of the 13F portfolio, value $12,628,489.

    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 240,724 shares
    Change vs previous 13F +45,942 shares

    1.98% of the 13F portfolio, value $12,002,486.

    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 194,782 shares
    Change vs previous 13F -8,356 shares

    1.78% of the 13F portfolio, value $9,594,944.

    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 203,138 shares
    Change vs previous 13F +83,074 shares

    2.02% of the 13F portfolio, value $9,986,286.

    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 120,064 shares
    Change vs previous 13F +20,899 shares

    0.89% of the 13F portfolio, value $5,843,500.

    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 99,165 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $4,899,751.

    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).