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Secure Asset Management, LLC

SEC CIK
0001800692
Latest filing
Jul 15, 2026

FPS holding history

Forgent Power Solutions, 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.

FPS overviewAll 13F holders of FPSFull Q2 2026 holdings

Shares (Q2 2026)
4,236
Value
$236.6K
% of portfolio
<0.1%
Quarters held
1
Since Q2 2026
Holdings of FPS by Secure Asset Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,236$236.6K<0.1%+4,236NewHolders