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Disclosery

Secure Asset Management, LLC: VIG position timeline

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

Secure Asset Management, LLC held 5,423 VIG 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 5,423 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $1,283,190.

    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 5,423 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $1,166,270.

    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 5,423 shares
    Change vs previous 13F -201 shares

    0.19% of the 13F portfolio, value $1,191,867.

    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 5,624 shares
    Change vs previous 13F -335 shares

    0.2% of the 13F portfolio, value $1,219,902.

    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 5,959 shares
    Change vs previous 13F +690 shares

    0.23% of the 13F portfolio, value $1,219,628.

    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 5,269 shares
    Change vs previous 13F -13,635 shares

    0.21% of the 13F portfolio, value $1,022,221.

    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 18,904 shares
    Change vs previous 13F +512 shares

    0.56% of the 13F portfolio, value $3,701,970.

    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 18,392 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $3,642,798.

    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).