Secure Asset Management, LLC: MRK position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Secure Asset Management, LLC on MRK, newest first. How the timeline and the estimate are built.
Secure Asset Management, LLC held 4,350 MRK shares at 2026-06-30 per its 13F-HR filed 2026-07-15.
the latest 13F is the newest step
- period ended2026-06-3013F 4,350 sharesChange vs previous 13F -21,955 shares
0.08% of the 13F portfolio, value $558,978.
13F-HR 0002085853-26-000733 filed by Secure Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 26,305 sharesChange vs previous 13F -1,593 shares
0.5% of the 13F portfolio, value $3,164,288.
13F-HR 0002085853-26-000323 filed by Secure Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 27,898 sharesChange vs previous 13F -734 shares
0.46% of the 13F portfolio, value $2,936,595.
13F-HR 0002085853-26-000051 filed by Secure Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 28,632 sharesChange vs previous 13F -14,976 shares
0.43% of the 13F portfolio, value $2,580,623.
13F-HR 0002085853-25-000048 filed by Secure Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 43,608 sharesChange vs previous 13F -5,657 shares
0.64% of the 13F portfolio, value $3,451,980.
13F-HR 0001667731-25-000760 filed by Secure Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 49,265 sharesChange vs previous 13F +20,818 shares
0.89% of the 13F portfolio, value $4,422,029.
13F-HR 0001667731-25-000402 filed by Secure Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 28,447 sharesChange vs previous 13F +293 shares
0.43% of the 13F portfolio, value $2,829,928.
13F-HR 0001667731-25-000054 filed by Secure Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 28,154 sharesChange vs previous 13F not available
0.54% of the 13F portfolio, value $3,197,199.
13F-HR 0001800692-24-000006 filed by Secure Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).