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Disclosery

Secure Asset Management, LLC: PFE position timeline

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

Secure Asset Management, LLC held 20,505 PFE 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 20,505 shares
    Change vs previous 13F -2,402 shares

    0.07% of the 13F portfolio, value $493,765.

    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 22,907 shares
    Change vs previous 13F -4,010 shares

    0.1% of the 13F portfolio, value $643,235.

    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 26,917 shares
    Change vs previous 13F -244 shares

    0.11% of the 13F portfolio, value $670,233.

    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 27,161 shares
    Change vs previous 13F -6,682 shares

    0.12% of the 13F portfolio, value $739,040.

    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 33,843 shares
    Change vs previous 13F +1,342 shares

    0.15% of the 13F portfolio, value $820,359.

    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 32,501 shares
    Change vs previous 13F -55,373 shares

    0.17% of the 13F portfolio, value $823,572.

    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 87,874 shares
    Change vs previous 13F +21,294 shares

    0.35% of the 13F portfolio, value $2,331,288.

    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 66,580 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $1,926,823.

    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).