Skip to content
Disclosery

Secure Asset Management, LLC: PHO position timeline

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

Secure Asset Management, LLC held 16,542 PHO 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 16,542 shares
    Change vs previous 13F -53 shares

    0.16% of the 13F portfolio, value $1,142,742.

    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 16,595 shares
    Change vs previous 13F +2,951 shares

    0.18% of the 13F portfolio, value $1,109,549.

    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 13,644 shares
    Change vs previous 13F -509 shares

    0.15% of the 13F portfolio, value $960,650.

    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 14,153 shares
    Change vs previous 13F +1,050 shares

    0.17% of the 13F portfolio, value $1,020,749.

    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 13,103 shares
    Change vs previous 13F +3,185 shares

    0.17% of the 13F portfolio, value $916,000.

    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 9,918 shares
    Change vs previous 13F +4,477 shares

    0.13% of the 13F portfolio, value $639,923.

    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 5,441 shares
    Change vs previous 13F +471 shares

    0.05% of the 13F portfolio, value $357,956.

    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 4,970 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $350,572.

    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).