Secure Asset Management, LLC

SEC CIK: 0001800692
Latest filing: Jul 15, 2026

SEC filings (opens in a new tab)

JEF holding history

Jefferies Financial Group 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.

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

Shares (Q3 2025): 0; Sold out in Q3 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q1 2025

Holdings of JEF by Secure Asset Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2025	0	$0	0.0%	−20,781−100.0%	Sold out	Holders
Q2 2025	20,781	$1.14M	0.2%	+7,780+59.8%	Added	Holders
Q1 2025	13,001	$696.5K	0.1%	+13,001	New	Holders