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Disclosery

Secure Asset Management, LLC: SCHW position timeline

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

Secure Asset Management, LLC held 47,530 SCHW 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 47,530 shares
    Change vs previous 13F +4,544 shares

    0.62% of the 13F portfolio, value $4,385,573.

    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 42,986 shares
    Change vs previous 13F +3,293 shares

    0.64% of the 13F portfolio, value $4,039,802.

    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 39,693 shares
    Change vs previous 13F +1,099 shares

    0.62% of the 13F portfolio, value $3,965,721.

    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 38,594 shares
    Change vs previous 13F +9,179 shares

    0.59% of the 13F portfolio, value $3,560,305.

    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 29,415 shares
    Change vs previous 13F -552 shares

    0.5% of the 13F portfolio, value $2,683,852.

    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 29,967 shares
    Change vs previous 13F +4,902 shares

    0.47% of the 13F portfolio, value $2,345,808.

    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 25,065 shares
    Change vs previous 13F +2,298 shares

    0.28% of the 13F portfolio, value $1,855,101.

    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 22,767 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $1,475,532.

    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).