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SECURED RETIREMENT ADVISORS, LLC: XOCT position timeline

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

SECURED RETIREMENT ADVISORS, LLC held 33,093 XOCT 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 33,093 shares
    Change vs previous 13F +661 shares

    0.67% of the 13F portfolio, value $1,307,236.

    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 32,432 shares
    Change vs previous 13F -37 shares

    0.68% of the 13F portfolio, value $1,208,676.

    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 32,469 shares
    Change vs previous 13F -4,503 shares

    0.68% of the 13F portfolio, value $1,225,497.

    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 36,972 shares
    Change vs previous 13F -3,585 shares

    0.76% of the 13F portfolio, value $1,362,788.

    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 40,557 shares
    Change vs previous 13F +935 shares

    0.86% of the 13F portfolio, value $1,449,811.

    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 39,622 shares
    Change vs previous 13F +2,728 shares

    0.86% of the 13F portfolio, value $1,340,801.

    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 36,894 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $1,262,432.

    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).