Secure Asset Management, LLC

SEC CIK: 0001800692
Latest filing: Jul 15, 2026

SEC filings (opens in a new tab)

DVA holding history

Davita 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.

DVA overview All 13F holders of DVA Full Q2 2026 holdings

Shares (Q2 2025): 0; Sold out in Q2 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q4 2024

Holdings of DVA by Secure Asset Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2025	0	$0	0.0%	−1,355−100.0%	Sold out	Holders
Q1 2025	1,355	$207.3K	<0.1%	−34−2.4%	Reduced	Holders
Q4 2024	1,389	$207.7K	<0.1%	+1,389	New	Holders