Secure Asset Management, LLC: TPR position timeline

Secure Asset Management, LLC held 4,809 TPR 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 4,809 shares

   Change vs previous 13F +36 shares

   0.1% of the 13F portfolio, value $703,910.

   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 4,773 shares

   Change vs previous 13F +4,773 shares

   0.11% of the 13F portfolio, value $673,540.

   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 ended2025-03-31

   13F 0 shares

   Change vs previous 13F -38,543 shares

   13F-HR 0001667731-25-000402 filed by Secure Asset Management, LLC
   Filed 2025-04-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

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

4. period ended2024-12-31

   13F 38,543 shares

   Change vs previous 13F +1,651 shares

   0.38% of the 13F portfolio, value $2,517,981.

   13F-HR 0001667731-25-000054 filed by Secure Asset Management, LLC
   Filed 2025-01-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

5. period ended2024-09-30

   13F 36,892 shares

   Change vs previous 13F not available

   0.29% of the 13F portfolio, value $1,733,177.

   13F-HR 0001800692-24-000006 filed by Secure Asset Management, LLC
   Filed 2024-10-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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