Skip to main content

Secure Asset Management, LLC

SEC CIK
0001800692
Latest filing
Jul 15, 2026

CMS holding history

CMS Energy Corp 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.

CMS overviewAll 13F holders of CMSFull Q2 2026 holdings

Shares (Q2 2026)
2,906
Value
$222.3K
% of portfolio
<0.1%
Quarters held
1
Since Q2 2026
Holdings of CMS by Secure Asset Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,906$222.3K<0.1%+2,906NewHolders