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Disclosery

Secure Asset Management, LLC: VOO position timeline

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

Secure Asset Management, LLC held 29,953 VOO 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 29,953 shares
    Change vs previous 13F +744 shares

    2.89% of the 13F portfolio, value $20,571,874.

    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 29,209 shares
    Change vs previous 13F -4,701 shares

    2.77% of the 13F portfolio, value $17,453,589.

    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 33,910 shares
    Change vs previous 13F -4,540 shares

    3.35% of the 13F portfolio, value $21,265,852.

    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 38,450 shares
    Change vs previous 13F -3,735 shares

    3.9% of the 13F portfolio, value $23,630,207.

    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 42,185 shares
    Change vs previous 13F +5,815 shares

    4.45% of the 13F portfolio, value $23,962,297.

    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 36,370 shares
    Change vs previous 13F -89,751 shares

    3.77% of the 13F portfolio, value $18,691,114.

    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 126,121 shares
    Change vs previous 13F +134 shares

    10.31% of the 13F portfolio, value $67,955,008.

    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 125,987 shares
    Change vs previous 13F not available

    11.23% of the 13F portfolio, value $66,479,311.

    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).