Skip to main content

Secure Asset Management, LLC

SEC CIK
0001800692
Latest filing
Jul 15, 2026

STZ holding history

Constellation Brands, 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.

STZ overviewAll 13F holders of STZFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
11
Since Q2 2021
Holdings of STZ by Secure Asset Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−1,572−100.0%Sold outHolders
Q4 20251,572$216.9K<0.1%−314−16.6%ReducedHolders
Q3 20251,886$262.0K<0.1%−122−6.1%ReducedHolders
Q2 20252,008$326.7K0.1%+655+48.4%AddedHolders
Q1 20251,353$248.3K0.1%−6,136−81.9%ReducedHolders
Q4 20247,489$1.65M0.3%+1,145+18.0%AddedHolders
Q3 20246,344$1.63M0.3%+1,022+19.2%AddedHolders
Q2 20245,322$1.37M0.3%+637+13.6%AddedHolders
Q1 20244,685$1.27M0.3%+3,633+345.3%AddedHolders
Q4 20231,052$254.3K0.1%+1,052NewHolders
Q4 20210$00.0%−1,081−100.0%Sold outHolders
Q3 20211,081$228.0K0.1%+213+24.5%AddedHolders
Q2 2021868$203.0K0.1%+868NewHolders