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Disclosery

Secure Asset Management, LLC: SCHG position timeline

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

Secure Asset Management, LLC held 6,462 SCHG 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 6,462 shares
    Change vs previous 13F -204,895 shares

    0.03% of the 13F portfolio, value $218,660.

    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 211,357 shares
    Change vs previous 13F +32,344 shares

    0.98% of the 13F portfolio, value $6,156,822.

    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 179,013 shares
    Change vs previous 13F +50,372 shares

    0.92% of the 13F portfolio, value $5,839,398.

    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 128,641 shares
    Change vs previous 13F +49,883 shares

    0.68% of the 13F portfolio, value $4,128,092.

    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 78,758 shares
    Change vs previous 13F +69,363 shares

    0.43% of the 13F portfolio, value $2,300,512.

    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 9,395 shares
    Change vs previous 13F -11,668 shares

    0.05% of the 13F portfolio, value $235,263.

    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 21,063 shares
    Change vs previous 13F +16,896 shares

    0.09% of the 13F portfolio, value $587,014.

    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 4,167 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $434,069.

    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).