Skip to content
Disclosery

Secure Asset Management, LLC: PSI position timeline

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

Secure Asset Management, LLC held 8,672 PSI 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 8,672 shares
    Change vs previous 13F +3,213 shares

    0.23% of the 13F portfolio, value $1,628,800.

    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 5,459 shares
    Change vs previous 13F +2,491 shares

    0.08% of the 13F portfolio, value $515,259.

    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 2,968 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $234,075.

    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).