Secure Asset Management, LLC
Holdings in IRS
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,031,715 | 62,377 | Shares | Sole | 2026-01-20 |
| 2025-09-30 | $879,996 | 74,324 | Shares | Sole | 2025-10-09 |
| 2025-06-30 | $1,046,421 | 75,120 | Shares | Sole | 2025-07-10 |
| 2025-03-31 | $960,985 | 74,495 | Shares | Sole | 2025-04-10 |
| 2024-12-31 | $1,221,990 | 81,848 | Shares | Sole | 2025-01-17 |
| 2024-09-30 | $1,103,029 | 96,927 | Shares | Sole | 2024-10-16 |
| 2024-06-30 | $771,482 | 86,103 | Shares | Sole | 2024-07-24 |