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Secure Asset Management, LLC

SEC CIK
0001800692
Latest filing
Jul 15, 2026

MSTR holding history

Strategy 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.

MSTR overviewAll 13F holders of MSTRFull Q2 2026 holdings

Shares (Q2 2026)
20,238
Value
$1.76M
% of portfolio
0.2%
Quarters held
9
Since Q2 2024
Holdings of MSTR by Secure Asset Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202620,238$1.76M0.2%+218+1.1%AddedHolders
Q1 202620,020$2.50M0.4%−251−1.2%ReducedHolders
Q4 202520,271$3.08M0.5%+2,597+14.7%AddedHolders
Q3 202517,674$5.98M1.0%+1,456+9.0%AddedHolders
Q2 202516,218$6.56M1.2%+1,738+12.0%AddedHolders
Q1 202514,480$4.17M0.8%−275−1.9%ReducedHolders
Q4 202414,755$4.27M0.6%−1,718−10.4%ReducedHolders
Q3 202416,473$2.78M0.5%+893+5.7%AddedConverted for a 10-for-1 splitHolders
Q2 20241,558$2.15M0.4%+1,558NewHolders