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Disclosery

Secure Asset Management, LLC: VTI position timeline

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

Secure Asset Management, LLC held 6,591 VTI 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 6,591 shares
    Change vs previous 13F -8 shares

    0.34% of the 13F portfolio, value $2,439,020.

    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 6,599 shares
    Change vs previous 13F -499 shares

    0.34% of the 13F portfolio, value $2,117,007.

    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 7,098 shares
    Change vs previous 13F +643 shares

    0.37% of the 13F portfolio, value $2,379,589.

    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 6,455 shares
    Change vs previous 13F -686 shares

    0.35% of the 13F portfolio, value $2,125,793.

    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 7,141 shares
    Change vs previous 13F +1,193 shares

    0.4% of the 13F portfolio, value $2,170,232.

    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 5,948 shares
    Change vs previous 13F +372 shares

    0.33% of the 13F portfolio, value $1,634,628.

    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 5,576 shares
    Change vs previous 13F +1,704 shares

    0.25% of the 13F portfolio, value $1,615,848.

    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 3,872 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,096,459.

    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).