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Disclosery

Secure Asset Management, LLC: VB position timeline

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

Secure Asset Management, LLC held 6,315 VB 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 6,315 shares
    Change vs previous 13F +237 shares

    0.27% of the 13F portfolio, value $1,914,288.

    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 6,078 shares
    Change vs previous 13F +2,450 shares

    0.25% of the 13F portfolio, value $1,591,882.

    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 3,628 shares
    Change vs previous 13F -1,312 shares

    0.15% of the 13F portfolio, value $935,945.

    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 4,940 shares
    Change vs previous 13F -957 shares

    0.21% of the 13F portfolio, value $1,259,561.

    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 5,897 shares
    Change vs previous 13F +3,082 shares

    0.26% of the 13F portfolio, value $1,397,464.

    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 2,815 shares
    Change vs previous 13F -677 shares

    0.13% of the 13F portfolio, value $624,230.

    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 3,492 shares
    Change vs previous 13F +34 shares

    0.13% of the 13F portfolio, value $839,168.

    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 3,458 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $820,373.

    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).