Ownership history in Secure Asset Management, LLC · 29 quarters on record
This page tracks every 13F SEC filing in which Secure Asset Management, LLC reported a position in APPLE INC (AAPL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 61,889 | -536 | -0.9% | 2.63% | $16.8M | $271.61 |
| 2025 Q3 | ADDED | 62,425 | +2,553 | +4.3% | 2.63% | $15.9M | $254.15 |
| 2025 Q2 | ADDED | 59,872 | +59,572 | +19857.3% | 2.26% | $12.3M | $204.55 |
| 2025 Q1 | REDUCED | 300 | -60,571 | -99.5% | 0.01% | $67K | $221.17 |
| 2025 Q1 | ADDED | 60,871 | +60,471 | +15117.8% | 2.71% | $13.5M | $221.17 |
| 2024 Q4 | REDUCED | 400 | -217,767 | -99.8% | 0.00% | $2K | $249.06 |
| 2024 Q4 | ADDED | 218,167 | +217,767 | +54441.8% | 8.29% | $54.6M | $249.06 |
| 2024 Q3 | REDUCED | 400 | -216,157 | -99.8% | 0.02% | $93K | $231.48 |
| 2024 Q3 | ADDED | 216,557 | +216,157 | +54039.3% | 8.50% | $50.5M | $231.48 |
| 2024 Q2 | REDUCED | 400 | -209,045 | -99.8% | 0.02% | $84K | $209.00 |
As of 2025 Q4 — sorted by position size