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Secure Asset Management, LLC

SEC CIK
0001800692
Latest filing
Jul 15, 2026

V holding history

Visa 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.

V overviewAll 13F holders of VFull Q2 2026 holdings

Shares (Q2 2026)
19,053
Value
$6.54M
% of portfolio
0.9%
Quarters held
22
Since Q1 2021
Holdings of V by Secure Asset Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202619,053$6.54M0.9%+1,471+8.4%AddedHolders
Q1 202617,582$5.31M0.8%+2,086+13.5%AddedHolders
Q4 202515,496$5.43M0.9%−654−4.0%ReducedHolders
Q3 202516,150$5.62M0.9%+5,265+48.4%AddedHolders
Q2 202510,885$3.86M0.7%+1,242+12.9%AddedHolders
Q1 20259,643$3.38M0.7%+992+11.5%AddedHolders
Q4 20248,651$2.73M0.4%+739+9.3%AddedHolders
Q3 20247,912$2.18M0.4%+957+13.8%AddedHolders
Q2 20246,955$1.83M0.3%+350+5.3%AddedHolders
Q1 20246,605$1.84M0.4%−864−11.6%ReducedHolders
Q4 20237,469$1.94M0.5%−83−1.1%ReducedHolders
Q3 20237,552$1.74M0.5%+526+7.5%AddedHolders
Q2 20237,026$1.67M0.5%−37−0.5%ReducedHolders
Q1 20237,063$1.59M0.5%−67−0.9%ReducedHolders
Q4 20227,130$1.48M0.5%+3,134+78.4%AddedHolders
Q3 20223,996$710.0K0.4%−38−0.9%ReducedHolders
Q2 20224,034$794.0K0.4%+1,067+36.0%AddedHolders
Q1 20222,967$658.0K0.3%+291+10.9%AddedHolders
Q4 20212,676$580.0K0.2%−322−10.7%ReducedHolders
Q3 20212,998$668.0K0.3%+276+10.1%AddedHolders
Q2 20212,722$636.0K0.3%+698+34.5%AddedHolders
Q1 20212,024$428.0K0.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.