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Disclosery

Secure Asset Management, LLC: XLE position timeline

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

Secure Asset Management, LLC held 9,042 XLE 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 9,042 shares
    Change vs previous 13F +548 shares

    0.07% of the 13F portfolio, value $480,195.

    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 8,494 shares
    Change vs previous 13F -624 shares

    0.08% of the 13F portfolio, value $520,366.

    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 9,118 shares
    Change vs previous 13F +3,874 shares

    0.06% of the 13F portfolio, value $407,682.

    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 5,244 shares
    Change vs previous 13F +199 shares

    0.08% of the 13F portfolio, value $468,526.

    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 5,045 shares
    Change vs previous 13F +709 shares

    0.08% of the 13F portfolio, value $427,885.

    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 4,336 shares
    Change vs previous 13F -4,569 shares

    0.08% of the 13F portfolio, value $405,153.

    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 8,905 shares
    Change vs previous 13F -4,942 shares

    0.12% of the 13F portfolio, value $762,795.

    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 13,847 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,215,747.

    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).