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Secure Asset Management, LLC: TFLO position timeline

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

Secure Asset Management, LLC held 28,332 TFLO 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 28,332 shares
    Change vs previous 13F +4,475 shares

    0.2% of the 13F portfolio, value $1,434,448.

    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 23,857 shares
    Change vs previous 13F -203 shares

    0.19% of the 13F portfolio, value $1,207,877.

    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 24,060 shares
    Change vs previous 13F +15,453 shares

    0.19% of the 13F portfolio, value $1,214,070.

    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 8,607 shares
    Change vs previous 13F -2,174 shares

    0.07% of the 13F portfolio, value $433,989.

    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 10,781 shares
    Change vs previous 13F -5,140 shares

    0.1% of the 13F portfolio, value $546,053.

    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 15,921 shares
    Change vs previous 13F +851 shares

    0.16% of the 13F portfolio, value $806,583.

    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 15,070 shares
    Change vs previous 13F -7,235 shares

    0.12% of the 13F portfolio, value $760,598.

    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 22,305 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,128,609.

    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).