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Secure Asset Management, LLC

SEC CIK
0001800692
Latest filing
Jul 15, 2026

DOC holding history

Healthpeak Properties, Inc. 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.

DOC overviewAll 13F holders of DOCFull Q2 2026 holdings

Shares (Q3 2024)
0
Sold out in Q3 2024
Value
$0
% of portfolio
0.0%
Quarters held
2
Since Q1 2024
Holdings of DOC by Secure Asset Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20240$00.0%−15,088−100.0%Sold outHolders
Q2 202415,088$295.7K0.1%00.0%UnchangedHolders
Q1 202415,088$282.9K0.1%+15,088NewHolders