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Secure Asset Management, LLC

SEC CIK
0001800692
Latest filing
Jul 15, 2026

CB holding history

Chubb Ltd 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.

CB overviewAll 13F holders of CBFull Q2 2026 holdings

Shares (Q2 2026)
590
Value
$200.9K
% of portfolio
<0.1%
Quarters held
2
Since Q4 2025
Holdings of CB by Secure Asset Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026590$200.9K<0.1%+590NewHolders
Q1 20260$00.0%−646−100.0%Sold outHolders
Q4 2025646$201.8K<0.1%+646NewHolders