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Secure Asset Management, LLC

SEC CIK
0001800692
Latest filing
Jul 15, 2026

ARES holding history

Ares Management Corp in every 13F filed by Secure Asset Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ARES overviewAll 13F holders of ARESFull Q2 2026 holdings

Shares (Q2 2026)
16,647
Value
$1.85M
% of portfolio
0.3%
Quarters held
8
Since Q2 2024
Holdings of ARES by Secure Asset Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202616,647$1.85M0.3%−150−0.9%ReducedHolders
Q1 202616,797$1.83M0.3%+16,797NewHolders
Q4 20250$00.0%−8,329−100.0%Sold outHolders
Q3 20258,329$1.28M0.2%+70+0.8%AddedHolders
Q2 20258,259$1.43M0.3%+1,524+22.6%AddedHolders
Q1 20256,735$987.5K0.2%+342+5.3%AddedHolders
Q4 20246,393$1.13M0.2%−405−6.0%ReducedHolders
Q3 20246,798$1.06M0.2%+216+3.3%AddedHolders
Q2 20246,582$877.2K0.2%+6,582NewHolders