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Disclosery

Secure Asset Management, LLC: PG position timeline

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

Secure Asset Management, LLC held 22,006 PG 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 22,006 shares
    Change vs previous 13F +1,250 shares

    0.45% of the 13F portfolio, value $3,226,951.

    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 20,756 shares
    Change vs previous 13F +1,521 shares

    0.47% of the 13F portfolio, value $2,998,066.

    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 19,235 shares
    Change vs previous 13F +1,108 shares

    0.43% of the 13F portfolio, value $2,756,637.

    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 18,127 shares
    Change vs previous 13F +4,120 shares

    0.46% of the 13F portfolio, value $2,776,635.

    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 14,007 shares
    Change vs previous 13F -3,482 shares

    0.41% of the 13F portfolio, value $2,231,665.

    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 17,489 shares
    Change vs previous 13F +12,406 shares

    0.6% of the 13F portfolio, value $2,980,410.

    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 5,083 shares
    Change vs previous 13F +1,115 shares

    0.13% of the 13F portfolio, value $852,124.

    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 3,968 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $687,249.

    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).