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Disclosery

Secure Asset Management, LLC: XMMO position timeline

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

Secure Asset Management, LLC held 8,170 XMMO 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 8,170 shares
    Change vs previous 13F +234 shares

    0.2% of the 13F portfolio, value $1,390,018.

    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 7,936 shares
    Change vs previous 13F -64,706 shares

    0.18% of the 13F portfolio, value $1,150,836.

    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 72,642 shares
    Change vs previous 13F +7,753 shares

    1.58% of the 13F portfolio, value $10,058,059.

    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 64,889 shares
    Change vs previous 13F +4,520 shares

    1.45% of the 13F portfolio, value $8,782,090.

    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 60,369 shares
    Change vs previous 13F +3,743 shares

    1.44% of the 13F portfolio, value $7,765,277.

    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 56,626 shares
    Change vs previous 13F not available

    1.3% of the 13F portfolio, value $6,441,780.

    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).