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Disclosery

Secure Asset Management, LLC: VTIP position timeline

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

Secure Asset Management, LLC held 127,696 VTIP 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 127,696 shares
    Change vs previous 13F -582 shares

    0.9% of the 13F portfolio, value $6,414,170.

    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 128,278 shares
    Change vs previous 13F +51,016 shares

    1.02% of the 13F portfolio, value $6,407,486.

    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 77,262 shares
    Change vs previous 13F +4,927 shares

    0.6% of the 13F portfolio, value $3,821,379.

    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 72,335 shares
    Change vs previous 13F +4,626 shares

    0.6% of the 13F portfolio, value $3,619,282.

    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 67,709 shares
    Change vs previous 13F -116,533 shares

    0.63% of the 13F portfolio, value $3,403,731.

    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 184,242 shares
    Change vs previous 13F +19,133 shares

    1.86% of the 13F portfolio, value $9,193,676.

    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 165,109 shares
    Change vs previous 13F +5,879 shares

    1.21% of the 13F portfolio, value $7,994,578.

    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 159,230 shares
    Change vs previous 13F not available

    1.33% of the 13F portfolio, value $7,851,631.

    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).