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Secure Asset Management, LLC: MCI position timeline

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

Secure Asset Management, LLC held 208,965 MCI 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 208,965 shares
    Change vs previous 13F +8,117 shares

    0.52% of the 13F portfolio, value $3,669,418.

    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 200,848 shares
    Change vs previous 13F +81,910 shares

    0.55% of the 13F portfolio, value $3,462,627.

    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 118,938 shares
    Change vs previous 13F -18,117 shares

    0.34% of the 13F portfolio, value $2,158,725.

    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 137,055 shares
    Change vs previous 13F -39,845 shares

    0.47% of the 13F portfolio, value $2,853,784.

    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 176,900 shares
    Change vs previous 13F +7,062 shares

    0.71% of the 13F portfolio, value $3,831,662.

    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 169,838 shares
    Change vs previous 13F -4,803 shares

    0.8% of the 13F portfolio, value $3,981,005.

    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 174,641 shares
    Change vs previous 13F +13,010 shares

    0.54% of the 13F portfolio, value $3,559,190.

    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 161,631 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $3,221,299.

    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).