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Disclosery

Secure Asset Management, LLC: PM position timeline

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

Secure Asset Management, LLC held 14,008 PM 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 14,008 shares
    Change vs previous 13F +968 shares

    0.36% of the 13F portfolio, value $2,534,263.

    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 13,040 shares
    Change vs previous 13F +82 shares

    0.34% of the 13F portfolio, value $2,155,986.

    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 12,958 shares
    Change vs previous 13F +6 shares

    0.33% of the 13F portfolio, value $2,078,399.

    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 12,952 shares
    Change vs previous 13F +3,425 shares

    0.34% of the 13F portfolio, value $2,083,481.

    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 9,527 shares
    Change vs previous 13F -5,652 shares

    0.32% of the 13F portfolio, value $1,735,183.

    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 15,179 shares
    Change vs previous 13F -1,513 shares

    0.49% of the 13F portfolio, value $2,409,386.

    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 16,692 shares
    Change vs previous 13F +1,279 shares

    0.3% of the 13F portfolio, value $2,008,977.

    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 15,413 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $1,871,198.

    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).