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Disclosery

Secure Asset Management, LLC: ZETA position timeline

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

Secure Asset Management, LLC held 17,773 ZETA 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 17,773 shares
    Change vs previous 13F -72,320 shares

    0.05% of the 13F portfolio, value $349,773.

    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 90,093 shares
    Change vs previous 13F +25,456 shares

    0.23% of the 13F portfolio, value $1,434,281.

    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 64,637 shares
    Change vs previous 13F +8,972 shares

    0.21% of the 13F portfolio, value $1,315,363.

    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 55,665 shares
    Change vs previous 13F -13,294 shares

    0.18% of the 13F portfolio, value $1,114,970.

    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 68,959 shares
    Change vs previous 13F +25,722 shares

    0.2% of the 13F portfolio, value $1,068,175.

    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 43,237 shares
    Change vs previous 13F +8,676 shares

    0.12% of the 13F portfolio, value $586,295.

    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 34,561 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $621,754.

    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).