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Disclosery

Secure Asset Management, LLC: SPHQ position timeline

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

Secure Asset Management, LLC held 0 SPHQ shares at 2026-03-31 per its 13F-HR filed 2026-04-09.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -7,595 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 7,595 shares
    Change vs previous 13F +767 shares

    0.09% of the 13F portfolio, value $569,982.

    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).

  3. period ended2025-09-30
    13F 6,828 shares
    Change vs previous 13F -133 shares

    0.08% of the 13F portfolio, value $503,506.

    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).

  4. period ended2025-06-30
    13F 6,961 shares
    Change vs previous 13F +82 shares

    0.09% of the 13F portfolio, value $496,040.

    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).

  5. period ended2025-03-31
    13F 6,879 shares
    Change vs previous 13F +267 shares

    0.09% of the 13F portfolio, value $456,320.

    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).

  6. period ended2024-12-31
    13F 6,612 shares
    Change vs previous 13F +334 shares

    0.07% of the 13F portfolio, value $443,169.

    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).

  7. period ended2024-09-30
    13F 6,278 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $422,287.

    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).