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Disclosery

Secure Asset Management, LLC: PLTR position timeline

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

Secure Asset Management, LLC held 51,303 PLTR 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 51,303 shares
    Change vs previous 13F +17,229 shares

    0.84% of the 13F portfolio, value $5,985,565.

    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 34,074 shares
    Change vs previous 13F +26,732 shares

    0.79% of the 13F portfolio, value $4,984,345.

    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 7,342 shares
    Change vs previous 13F +942 shares

    0.21% of the 13F portfolio, value $1,305,041.

    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 6,400 shares
    Change vs previous 13F -1,307 shares

    0.2% of the 13F portfolio, value $1,183,680.

    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 7,707 shares
    Change vs previous 13F +725 shares

    0.2% of the 13F portfolio, value $1,050,670.

    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 6,982 shares
    Change vs previous 13F +230 shares

    0.12% of the 13F portfolio, value $589,258.

    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 6,752 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $510,654.

    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).