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Disclosery

Secure Asset Management, LLC: VT position timeline

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

Secure Asset Management, LLC held 38,058 VT 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 38,058 shares
    Change vs previous 13F -26,457 shares

    0.84% of the 13F portfolio, value $5,973,240.

    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 64,515 shares
    Change vs previous 13F +4,952 shares

    1.41% of the 13F portfolio, value $8,923,751.

    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 59,563 shares
    Change vs previous 13F +18,159 shares

    1.32% of the 13F portfolio, value $8,401,985.

    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 41,404 shares
    Change vs previous 13F +5,217 shares

    0.95% of the 13F portfolio, value $5,734,863.

    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 36,187 shares
    Change vs previous 13F +5,630 shares

    0.86% of the 13F portfolio, value $4,650,730.

    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 30,557 shares
    Change vs previous 13F -18,494 shares

    0.72% of the 13F portfolio, value $3,543,094.

    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 49,051 shares
    Change vs previous 13F +117 shares

    0.87% of the 13F portfolio, value $5,762,548.

    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 48,934 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $5,857,405.

    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).