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Disclosery

Secure Asset Management, LLC: XMHQ position timeline

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

Secure Asset Management, LLC held 5,888 XMHQ 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 5,888 shares
    Change vs previous 13F -312 shares

    0.09% of the 13F portfolio, value $664,672.

    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 6,200 shares
    Change vs previous 13F -4,736 shares

    0.1% of the 13F portfolio, value $640,884.

    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 10,936 shares
    Change vs previous 13F -9,754 shares

    0.18% of the 13F portfolio, value $1,120,066.

    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 20,690 shares
    Change vs previous 13F -287 shares

    0.36% of the 13F portfolio, value $2,176,188.

    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 20,977 shares
    Change vs previous 13F -1,656 shares

    0.38% of the 13F portfolio, value $2,060,828.

    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 22,633 shares
    Change vs previous 13F -68,459 shares

    0.42% of the 13F portfolio, value $2,071,631.

    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 91,092 shares
    Change vs previous 13F +8,994 shares

    1.36% of the 13F portfolio, value $8,969,748.

    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 82,098 shares
    Change vs previous 13F not available

    1.42% of the 13F portfolio, value $8,421,601.

    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).