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Disclosery

Secure Asset Management, LLC: SRLN position timeline

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

Secure Asset Management, LLC held 379,830 SRLN 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 379,830 shares
    Change vs previous 13F +23,731 shares

    2.15% of the 13F portfolio, value $15,303,368.

    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 356,099 shares
    Change vs previous 13F +41,171 shares

    2.26% of the 13F portfolio, value $14,293,830.

    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 314,928 shares
    Change vs previous 13F +18,176 shares

    2.05% of the 13F portfolio, value $12,997,065.

    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 296,752 shares
    Change vs previous 13F +38,465 shares

    2.02% of the 13F portfolio, value $12,261,787.

    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 258,287 shares
    Change vs previous 13F -57,094 shares

    1.99% of the 13F portfolio, value $10,742,137.

    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 315,381 shares
    Change vs previous 13F +82,626 shares

    2.62% of the 13F portfolio, value $12,971,637.

    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 232,755 shares
    Change vs previous 13F +50,635 shares

    1.47% of the 13F portfolio, value $9,712,850.

    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 182,120 shares
    Change vs previous 13F not available

    1.28% of the 13F portfolio, value $7,605,314.

    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).