Secure Asset Management, LLC
- SEC CIK
- 0001800692
- Latest filing
- Jul 15, 2026
TOST holding history
Toast, 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.
TOST overviewAll 13F holders of TOSTFull Q2 2026 holdings
- Shares (Q2 2026)
- 8,054
- Value
- $224.1K
- % of portfolio
- <0.1%
- Quarters held
- 5
- Since Q2 2025
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 8,054 | $224.1K | <0.1% | −577−6.7% | Reduced | Holders |
| Q1 2026 | 8,631 | $228.8K | <0.1% | +83+1.0% | Added | Holders |
| Q4 2025 | 8,548 | $303.5K | <0.1% | +947+12.5% | Added | Holders |
| Q3 2025 | 7,601 | $270.6K | <0.1% | +2,557+50.7% | Added | Holders |
| Q2 2025 | 5,044 | $223.4K | <0.1% | +5,044 | New | Holders |