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Disclosery

Secure Asset Management, LLC: SDHY position timeline

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

Secure Asset Management, LLC held 90,072 SDHY 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 90,072 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $1,476,280.

    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 90,072 shares
    Change vs previous 13F +3,866 shares

    0.23% of the 13F portfolio, value $1,442,953.

    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 86,206 shares
    Change vs previous 13F +541 shares

    0.22% of the 13F portfolio, value $1,418,089.

    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 85,665 shares
    Change vs previous 13F +3,084 shares

    0.24% of the 13F portfolio, value $1,437,459.

    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 82,581 shares
    Change vs previous 13F +50 shares

    0.26% of the 13F portfolio, value $1,390,664.

    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 82,531 shares
    Change vs previous 13F +13,375 shares

    0.27% of the 13F portfolio, value $1,360,111.

    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 69,156 shares
    Change vs previous 13F +3,692 shares

    0.17% of the 13F portfolio, value $1,114,795.

    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 65,464 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,094,558.

    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).