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Disclosery

Secure Asset Management, LLC: QVOY position timeline

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

Secure Asset Management, LLC held 7,746 QVOY 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 7,746 shares
    Change vs previous 13F -86,542 shares

    0.03% of the 13F portfolio, value $239,611.

    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 94,288 shares
    Change vs previous 13F +85,788 shares

    0.42% of the 13F portfolio, value $2,647,759.

    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 8,500 shares
    Change vs previous 13F -84,515 shares

    0.04% of the 13F portfolio, value $228,661.

    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 93,015 shares
    Change vs previous 13F +79,863 shares

    0.44% of the 13F portfolio, value $2,676,052.

    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 13,152 shares
    Change vs previous 13F -221 shares

    0.06% of the 13F portfolio, value $346,038.

    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 13,373 shares
    Change vs previous 13F -78,297 shares

    0.07% of the 13F portfolio, value $324,952.

    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 91,670 shares
    Change vs previous 13F -2,357 shares

    0.35% of the 13F portfolio, value $2,313,809.

    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 94,027 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $2,642,169.

    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).