Secure Asset Management, LLC
- SEC CIK
- 0001800692
- Latest filing
- Jul 15, 2026
LAZ holding history
Lazard, 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.
LAZ overviewAll 13F holders of LAZFull Q2 2026 holdings
- Shares (Q4 2023)
- 0
- Sold out in Q4 2023
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 6
- Since Q2 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2023 | 0 | $0 | 0.0% | −37,249−100.0% | Sold out | Holders |
| Q3 2023 | 37,249 | $1.16M | 0.3% | −14,151−27.5% | Reduced | Holders |
| Q2 2023 | 51,400 | $1.64M | 0.5% | +4,768+10.2% | Added | Holders |
| Q1 2023 | 46,632 | $1.54M | 0.5% | +2,214+5.0% | Added | Holders |
| Q4 2022 | 44,418 | $1.54M | 0.6% | +29,329+194.4% | Added | Holders |
| Q3 2022 | 15,089 | $480.0K | 0.3% | +3,416+29.3% | Added | Holders |
| Q2 2022 | 11,673 | $378.0K | 0.2% | +11,673 | New | Holders |