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Disclosery

Secure Asset Management, LLC: VO position timeline

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

Secure Asset Management, LLC held 67,561 VO 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 67,561 shares
    Change vs previous 13F +51,002 shares

    0.77% of the 13F portfolio, value $5,443,354.

    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 16,559 shares
    Change vs previous 13F +10,284 shares

    0.75% of the 13F portfolio, value $4,755,358.

    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 6,275 shares
    Change vs previous 13F -400 shares

    0.29% of the 13F portfolio, value $1,821,165.

    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 6,675 shares
    Change vs previous 13F -2,980 shares

    0.32% of the 13F portfolio, value $1,958,810.

    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 9,655 shares
    Change vs previous 13F +3,769 shares

    0.5% of the 13F portfolio, value $2,701,750.

    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 5,886 shares
    Change vs previous 13F -6,925 shares

    0.31% of the 13F portfolio, value $1,522,229.

    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 12,811 shares
    Change vs previous 13F +264 shares

    0.51% of the 13F portfolio, value $3,383,678.

    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 12,547 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $3,310,373.

    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).