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SECURED RETIREMENT ADVISORS, LLC: SAUG position timeline

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

SECURED RETIREMENT ADVISORS, LLC held 42,587 SAUG 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 42,587 shares
    Change vs previous 13F -3,626 shares

    0.61% of the 13F portfolio, value $1,182,854.

    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 46,213 shares
    Change vs previous 13F -532 shares

    0.67% of the 13F portfolio, value $1,189,758.

    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 46,745 shares
    Change vs previous 13F -5,958 shares

    0.67% of the 13F portfolio, value $1,192,465.

    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 52,703 shares
    Change vs previous 13F -4,059 shares

    0.74% of the 13F portfolio, value $1,319,683.

    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 56,762 shares
    Change vs previous 13F +2,005 shares

    0.79% of the 13F portfolio, value $1,327,663.

    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 54,757 shares
    Change vs previous 13F +3,714 shares

    0.79% of the 13F portfolio, value $1,233,128.

    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 51,043 shares
    Change vs previous 13F +13,503 shares

    0.69% of the 13F portfolio, value $1,203,109.

    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).

  8. period ended2024-09-30
    13F 37,540 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $877,148.

    13F-HR 0001085146-24-005199 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).