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Disclosery

Secure Asset Management, LLC: CRWD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Secure Asset Management, LLC on CRWD, newest first. How the timeline and the estimate are built.

Secure Asset Management, LLC held 12,062 CRWD shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,062 shares
    Change vs previous 13F -374 shares

    1.3% of the 13F portfolio, value $9,204,636.

    13F-HR 0002085853-26-000733 filed by Secure Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 12,436 shares
    Change vs previous 13F +2,438 shares

    0.77% of the 13F portfolio, value $4,855,147.

    13F-HR 0002085853-26-000323 filed by Secure Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 9,998 shares
    Change vs previous 13F +46 shares

    0.74% of the 13F portfolio, value $4,686,694.

    13F-HR 0002085853-26-000051 filed by Secure Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 9,952 shares
    Change vs previous 13F +2,379 shares

    0.82% of the 13F portfolio, value $4,975,626.

    13F-HR 0002085853-25-000048 filed by Secure Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 7,573 shares
    Change vs previous 13F -478 shares

    0.72% of the 13F portfolio, value $3,857,029.

    13F-HR 0001667731-25-000760 filed by Secure Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 8,051 shares
    Change vs previous 13F +663 shares

    0.57% of the 13F portfolio, value $2,838,622.

    13F-HR 0001667731-25-000402 filed by Secure Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 7,388 shares
    Change vs previous 13F +896 shares

    0.38% of the 13F portfolio, value $2,527,878.

    13F-HR 0001667731-25-000054 filed by Secure Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 6,492 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $1,820,811.

    13F-HR 0001800692-24-000006 filed by Secure Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).