Secure Asset Management, LLC: SGOV position timeline

Secure Asset Management, LLC held 11,275 SGOV 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 11,275 shares

   Change vs previous 13F -67 shares

   0.16% of the 13F portfolio, value $1,135,093.

   13F-HR 0002085853-26-000733 filed by Secure Asset Management, LLC
   Filed 2026-07-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 11,342 shares

   Change vs previous 13F -90 shares

   0.18% of the 13F portfolio, value $1,141,717.

   13F-HR 0002085853-26-000323 filed by Secure Asset Management, LLC
   Filed 2026-04-09 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 11,432 shares

   Change vs previous 13F -708 shares

   0.18% of the 13F portfolio, value $1,147,506.

   13F-HR 0002085853-26-000051 filed by Secure Asset Management, LLC
   Filed 2026-01-20 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 12,140 shares

   Change vs previous 13F -44 shares

   0.2% of the 13F portfolio, value $1,218,510.

   13F-HR 0002085853-25-000048 filed by Secure Asset Management, LLC
   Filed 2025-10-09 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 12,184 shares

   Change vs previous 13F not available

   0.23% of the 13F portfolio, value $1,226,833.

   13F-HR 0001667731-25-000760 filed by Secure Asset Management, LLC
   Filed 2025-07-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).