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SECURED RETIREMENT ADVISORS, LLC: OCTW position timeline

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

SECURED RETIREMENT ADVISORS, LLC held 28,320 OCTW 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 28,320 shares
    Change vs previous 13F +877 shares

    0.59% of the 13F portfolio, value $1,158,571.

    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 27,443 shares
    Change vs previous 13F +371 shares

    0.6% of the 13F portfolio, value $1,055,732.

    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 27,072 shares
    Change vs previous 13F -3,787 shares

    0.59% of the 13F portfolio, value $1,055,808.

    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 30,859 shares
    Change vs previous 13F -2,536 shares

    0.66% of the 13F portfolio, value $1,182,841.

    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 33,395 shares
    Change vs previous 13F +1,481 shares

    0.74% of the 13F portfolio, value $1,235,949.

    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 31,914 shares
    Change vs previous 13F +2,819 shares

    0.72% of the 13F portfolio, value $1,120,820.

    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).

  7. period ended2024-12-31
    13F 29,095 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $1,034,525.

    13F-HR 0001085146-25-000642 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).