Skip to content
Disclosery

Secure Asset Management, LLC: MSFT position timeline

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

Secure Asset Management, LLC held 22,923 MSFT 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 22,923 shares
    Change vs previous 13F -961 shares

    1.2% of the 13F portfolio, value $8,550,919.

    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 23,884 shares
    Change vs previous 13F +1,823 shares

    1.4% of the 13F portfolio, value $8,841,029.

    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 22,061 shares
    Change vs previous 13F -230 shares

    1.68% of the 13F portfolio, value $10,669,362.

    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 22,291 shares
    Change vs previous 13F +1,510 shares

    1.91% of the 13F portfolio, value $11,585,019.

    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 20,781 shares
    Change vs previous 13F -981 shares

    1.92% of the 13F portfolio, value $10,336,801.

    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 21,762 shares
    Change vs previous 13F -6,586 shares

    1.65% of the 13F portfolio, value $8,169,164.

    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 28,348 shares
    Change vs previous 13F +2,458 shares

    1.81% of the 13F portfolio, value $11,948,745.

    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 25,890 shares
    Change vs previous 13F not available

    1.88% of the 13F portfolio, value $11,140,388.

    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).