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Disclosery

Secure Asset Management, LLC: VZ position timeline

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

Secure Asset Management, LLC held 63,327 VZ 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 63,327 shares
    Change vs previous 13F +524 shares

    0.38% of the 13F portfolio, value $2,681,277.

    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 62,803 shares
    Change vs previous 13F -1,848 shares

    0.5% of the 13F portfolio, value $3,152,693.

    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 64,651 shares
    Change vs previous 13F +1,609 shares

    0.41% of the 13F portfolio, value $2,633,219.

    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 63,042 shares
    Change vs previous 13F +40,333 shares

    0.46% of the 13F portfolio, value $2,763,128.

    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 22,709 shares
    Change vs previous 13F +3,471 shares

    0.18% of the 13F portfolio, value $982,605.

    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 19,238 shares
    Change vs previous 13F -1,546 shares

    0.18% of the 13F portfolio, value $872,642.

    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 20,784 shares
    Change vs previous 13F +1,492 shares

    0.13% of the 13F portfolio, value $831,161.

    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 19,292 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $866,417.

    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).