Secure Asset Management, LLC: PR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Secure Asset Management, LLC on PR, newest first. How the timeline and the estimate are built.
Secure Asset Management, LLC held 0 PR shares at 2025-03-31 per its 13F-HR filed 2025-04-10.
the latest 13F is the newest step
- period ended2025-03-3113F 0 sharesChange vs previous 13F -123,896 shares
13F-HR 0001667731-25-000402 filed by Secure Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-12-3113F 123,896 sharesChange vs previous 13F +12,338 shares
0.27% of the 13F portfolio, value $1,781,633.
13F-HR 0001667731-25-000054 filed by Secure Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 111,558 sharesChange vs previous 13F not available
0.26% of the 13F portfolio, value $1,518,299.
13F-HR 0001800692-24-000006 filed by Secure Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).