Secure Asset Management, LLC: VV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Secure Asset Management, LLC on VV, newest first. How the timeline and the estimate are built.
Secure Asset Management, LLC held 5,680 VV shares at 2026-06-30 per its 13F-HR filed 2026-07-15.
the latest 13F is the newest step
- period ended2026-06-3013F 5,680 sharesChange vs previous 13F -533 shares
0.27% of the 13F portfolio, value $1,953,323.
13F-HR 0002085853-26-000733 filed by Secure Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 6,213 sharesChange vs previous 13F -2,203 shares
0.29% of the 13F portfolio, value $1,856,704.
13F-HR 0002085853-26-000323 filed by Secure Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 8,416 sharesChange vs previous 13F -564 shares
0.42% of the 13F portfolio, value $2,649,344.
13F-HR 0002085853-26-000051 filed by Secure Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 8,980 sharesChange vs previous 13F -4,572 shares
0.46% of the 13F portfolio, value $2,775,143.
13F-HR 0002085853-25-000048 filed by Secure Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 13,552 sharesChange vs previous 13F not available
0.72% of the 13F portfolio, value $3,866,386.
13F-HR 0001667731-25-000760 filed by Secure Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).