Skip to content
Disclosery

SECURED RETIREMENT ADVISORS, LLC: BOND position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SECURED RETIREMENT ADVISORS, LLC on BOND, newest first. How the timeline and the estimate are built.

SECURED RETIREMENT ADVISORS, LLC held 57,389 BOND shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 57,389 shares
    Change vs previous 13F -1,308 shares

    2.72% of the 13F portfolio, value $5,291,841.

    13F-HR 0002012356-26-000004 filed by SECURED RETIREMENT ADVISORS, 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 58,697 shares
    Change vs previous 13F -668 shares

    3.07% of the 13F portfolio, value $5,416,582.

    13F-HR 0002012356-26-000003 filed by SECURED RETIREMENT ADVISORS, 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 59,365 shares
    Change vs previous 13F +1,901 shares

    3.09% of the 13F portfolio, value $5,525,739.

    13F-HR 0002012356-26-000001 filed by SECURED RETIREMENT ADVISORS, 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 57,464 shares
    Change vs previous 13F -2,522 shares

    3% of the 13F portfolio, value $5,364,280.

    13F-HR 0002012356-25-000003 filed by SECURED RETIREMENT ADVISORS, 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 59,986 shares
    Change vs previous 13F +5,516 shares

    3.3% of the 13F portfolio, value $5,529,509.

    13F-HR 0001085146-25-004057 filed by SECURED RETIREMENT ADVISORS, 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 54,470 shares
    Change vs previous 13F not available

    3.25% of the 13F portfolio, value $5,036,841.

    13F-HR 0001085146-25-002531 filed by SECURED RETIREMENT ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).