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SECURED RETIREMENT ADVISORS, LLC: CTA position timeline

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

SECURED RETIREMENT ADVISORS, LLC held 39,074 CTA 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 39,074 shares
    Change vs previous 13F +372 shares

    0.52% of the 13F portfolio, value $1,013,592.

    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 38,702 shares
    Change vs previous 13F -7,914 shares

    0.66% of the 13F portfolio, value $1,169,579.

    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 46,616 shares
    Change vs previous 13F +2,044 shares

    0.71% of the 13F portfolio, value $1,270,745.

    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 44,572 shares
    Change vs previous 13F -964 shares

    0.7% of the 13F portfolio, value $1,246,673.

    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 45,536 shares
    Change vs previous 13F +4,695 shares

    0.73% of the 13F portfolio, value $1,217,640.

    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 40,841 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $1,208,894.

    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).