Secure Asset Management, LLC: MP position timeline

Secure Asset Management, LLC held 0 MP shares at 2025-09-30 per its 13F-HR filed 2025-10-09.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -92,621 shares

   13F-HR 0002085853-25-000048 filed by Secure Asset Management, LLC
   Filed 2025-10-09 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-06-30

   13F 92,621 shares

   Change vs previous 13F -509 shares

   0.57% of the 13F portfolio, value $3,081,501.

   13F-HR 0001667731-25-000760 filed by Secure Asset Management, LLC
   Filed 2025-07-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-03-31

   13F 93,130 shares

   Change vs previous 13F -12,258 shares

   0.46% of the 13F portfolio, value $2,273,303.

   13F-HR 0001667731-25-000402 filed by Secure Asset Management, LLC
   Filed 2025-04-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-12-31

   13F 105,388 shares

   Change vs previous 13F +4,263 shares

   0.25% of the 13F portfolio, value $1,644,053.

   13F-HR 0001667731-25-000054 filed by Secure Asset Management, LLC
   Filed 2025-01-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-09-30

   13F 101,125 shares

   Change vs previous 13F not available

   0.3% of the 13F portfolio, value $1,784,856.

   13F-HR 0001800692-24-000006 filed by Secure Asset Management, LLC
   Filed 2024-10-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).