Secure Asset Management, LLC FIGR — FIGURE TECHNOLOGY SOLUTIO

Ownership history in Secure Asset Management, LLC  ·  7 quarters on record

AI Ownership Summary

Secure Asset Management, LLC reported FIGURE TECHNOLOGY SOLUTIO (FIGR) in 7 quarterly 13F filings from 2025 Q4 through 2026 Q2. Peak portfolio weight reached 0.42% in 2026 Q2. The latest visible filing shows FIGR at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this FIGR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Secure Asset Management, LLC's position in FIGURE TECHNOLOGY SOLUTIO, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

FIGR was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.42% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

FIGR stock page Secure Asset Management, LLC fund profile Secure Asset Management, LLC full holdings
How Secure Asset Management, LLC held FIGR — position size vs. price
% of Fund (quarterly)    FIGR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 1,300 -95,587 -98.7% 0.01% $40K 2026-07-15 $30.93
2026 Q2 ADDED — — — 96,887 +92,887 +2322.2% 0.42% $3.0M 2026-07-15 $30.93
2026 Q2 REDUCED — — — 4,000 -68,107 -94.5% 0.02% $123K 2026-07-15 $30.93
2026 Q1 ADDED — — — 72,107 +68,807 +2085.1% 0.39% $2.4M 2026-04-09 $33.04
2026 Q1 REDUCED 92.9% -20.3% ✅ 3,300 -43,227 -92.9% 0.01% $48K 2026-04-09 $33.04
2025 Q4 ADDED — — — 46,527 +42,927 +1192.4% 0.30% $1.9M 2026-01-20 $71.78
2025 Q4 INITIATED — — — 3,600 — — 0.02% $147K 2026-01-20 $71.78

🏢 Other funds also holding FIGR

As of 2026 Q2 — sorted by position size

Pathfinder Wealth Consulting, Inc. 0.3% Werlinich Asset Management, LLC 0.18% MOODY NATIONAL BANK TRUST DIVISION 3Y 7Y 0.14% Sunbeam Capital Management, LLC 0.11% CWA Asset Management Group, LLC 3Y 7Y 0.08% BigSur Wealth Management LLC 3Y 7Y 0.05% Prospera Financial Services Inc 3Y 7Y 0.02% Aventura Private Wealth, LLC 0.01% Handelsbanken Fonder AB 3Y 7Y 0.0% Global X Japan Co., Ltd. 0.0%

FAQ About Secure Asset Management, LLC and FIGR

These are the practical questions this page is built to answer before you even open the full history table.

How long has Secure Asset Management, LLC reported owning FIGR?

Secure Asset Management, LLC reported FIGR across 7 quarterly 13F filings, from 2025 Q4 through 2026 Q2.

What was the largest reported FIGR position in Secure Asset Management, LLC's portfolio?

The largest reported portfolio weight for FIGR was 0.42% in 2026 Q2.

What is the latest reported FIGR position on this page?

The most recent filing on this page is 2026 Q2, when Secure Asset Management, LLC reported 1,300 shares, equal to 0.01% of portfolio, with an estimated market value of $40K.

What does the chart on this FIGR ownership page compare?

The chart compares Secure Asset Management, LLC's quarterly FIGR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Secure Asset Management, LLC time their FIGR position?

Based on 13F filing dates vs. subsequent FIGR price moves, Secure Asset Management, LLC correctly timed 2 out of 6 reported position changes (33%).

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