Skip to content
Disclosery

Secure Asset Management, LLC: SPY position timeline

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

Secure Asset Management, LLC held 8,437 SPY 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 8,437 shares
    Change vs previous 13F -304 shares

    0.89% of the 13F portfolio, value $6,300,180.

    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 8,741 shares
    Change vs previous 13F -2,248 shares

    0.9% of the 13F portfolio, value $5,684,742.

    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 10,989 shares
    Change vs previous 13F +601 shares

    1.18% of the 13F portfolio, value $7,493,562.

    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 10,388 shares
    Change vs previous 13F -16,049 shares

    1.15% of the 13F portfolio, value $6,943,759.

    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 26,437 shares
    Change vs previous 13F +17,244 shares

    3.03% of the 13F portfolio, value $16,333,909.

    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 9,193 shares
    Change vs previous 13F +3,957 shares

    1.04% of the 13F portfolio, value $5,142,541.

    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 5,236 shares
    Change vs previous 13F +214 shares

    0.47% of the 13F portfolio, value $3,068,599.

    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 5,022 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $2,881,593.

    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).