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Disclosery

Secure Asset Management, LLC: VGIT position timeline

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

Secure Asset Management, LLC held 664,284 VGIT 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 664,284 shares
    Change vs previous 13F +42,745 shares

    5.51% of the 13F portfolio, value $39,179,460.

    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 621,539 shares
    Change vs previous 13F +65,377 shares

    5.86% of the 13F portfolio, value $37,012,669.

    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 556,162 shares
    Change vs previous 13F +26,012 shares

    5.25% of the 13F portfolio, value $33,330,801.

    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 530,150 shares
    Change vs previous 13F +96,936 shares

    5.25% of the 13F portfolio, value $31,819,617.

    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 433,214 shares
    Change vs previous 13F +47,925 shares

    4.81% of the 13F portfolio, value $25,910,512.

    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 385,289 shares
    Change vs previous 13F +283,442 shares

    4.62% of the 13F portfolio, value $22,886,175.

    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 101,847 shares
    Change vs previous 13F +17,073 shares

    0.9% of the 13F portfolio, value $5,907,173.

    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 84,774 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $5,122,045.

    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).