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Disclosery

Secure Asset Management, LLC: SCHD position timeline

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

Secure Asset Management, LLC held 13,033 SCHD 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 13,033 shares
    Change vs previous 13F -1,462 shares

    0.06% of the 13F portfolio, value $413,284.

    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 14,495 shares
    Change vs previous 13F -1,415 shares

    0.07% of the 13F portfolio, value $444,708.

    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 15,910 shares
    Change vs previous 13F -24,006 shares

    0.07% of the 13F portfolio, value $436,414.

    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 39,916 shares
    Change vs previous 13F -807 shares

    0.18% of the 13F portfolio, value $1,098,879.

    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 40,723 shares
    Change vs previous 13F -55,350 shares

    0.2% of the 13F portfolio, value $1,079,158.

    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 96,073 shares
    Change vs previous 13F -3,092 shares

    0.54% of the 13F portfolio, value $2,686,208.

    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 99,165 shares
    Change vs previous 13F +73,993 shares

    0.41% of the 13F portfolio, value $2,709,195.

    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 25,172 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $2,127,771.

    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).