SUMMIT SECURITIES GROUP LLC

Business address
55 Broadway, Suite 2102, New York, NY, 10006
Top securities (13F)
AAPL, QQQ, AMZN, KRE, XOP, XLC, AVGO, UNH, TSM, NVDA, DEO, SNY, MSFT, EEM, RELX, DIS, TS, EQNR, CRWV, and BP
State of incorporation
DE
Fiscal year end
31 December
Former names
CLEAR STREET MARKETS LLC (to 28 Feb 2024), WHITE BAY PT LLC (to 12 Aug 2014)
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SUMMIT SECURITIES GROUP LLC has filed 70 SEC EDGAR filings since 04 Feb 2013

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 13 Nov 2025 30 Sep 2025 028-15120
13F-HR Open Document Open Filing 12 Aug 2025 30 Jun 2025 028-15120
13F-HR Open Document Open Filing 13 May 2025 31 Mar 2025 028-15120
X-17A-5 Open Document Open Filing 04 Mar 2025 31 Dec 2024 008-68977
13F-HR Open Document Open Filing 12 Feb 2025 31 Dec 2024 028-15120
13F-HR Open Document Open Filing 07 Nov 2024 30 Sep 2024 028-15120
13F-HR Open Document Open Filing 26 Jul 2024 30 Jun 2024 028-15120
13F-HR Open Document Open Filing 13 May 2024 31 Mar 2024 028-15120
X-17A-5 Open Document Open Filing 28 Feb 2024 31 Dec 2023 008-68977
13F-HR Open Document Open Filing 14 Feb 2024 31 Dec 2023 028-15120
13F-HR Open Document Open Filing 13 Nov 2023 30 Sep 2023 028-15120
13F-HR Open Document Open Filing 14 Aug 2023 30 Jun 2023 028-15120
13F-HR Open Document Open Filing 12 May 2023 31 Mar 2023 028-15120
X-17A-5 Open Document Open Filing 01 Mar 2023 31 Dec 2022 008-68977
13F-HR Open Document Open Filing 13 Feb 2023 31 Dec 2022 028-15120
13F-HR Open Document Open Filing 02 Nov 2022 30 Sep 2022 028-15120
13F-HR Open Document Open Filing 02 Aug 2022 30 Jun 2022 028-15120
13F-HR Open Document Open Filing 11 May 2022 31 Mar 2022 028-15120
X-17A-5 Open Document Open Filing 01 Mar 2022 31 Dec 2021 008-68977
13F-HR Open Document Open Filing 18 Jan 2022 31 Dec 2021 028-15120
13F-HR Open Document Open Filing 20 Oct 2021 30 Sep 2021 028-15120
13F-HR Open Document Open Filing 19 Jul 2021 30 Jun 2021 028-15120
13F-HR Open Document Open Filing 14 Apr 2021 31 Mar 2021 028-15120
X-17A-5 Open Document Open Filing 01 Mar 2021 31 Dec 2020 008-68977
13F-HR Open Document Open Filing 25 Feb 2021 31 Dec 2020 028-15120
13F-HR Open Document Open Filing 19 Oct 2020 30 Sep 2020 028-15120
13F-HR Open Document Open Filing 06 Aug 2020 30 Jun 2020 028-15120
13F-HR Open Document Open Filing 28 Apr 2020 31 Mar 2020 028-15120
X-17A-5 Open Document Open Filing 02 Mar 2020 31 Dec 2019 008-68977
13F-HR Open Document Open Filing 13 Jan 2020 31 Dec 2019 028-15120
13F-HR Open Document Open Filing 18 Oct 2019 30 Sep 2019 028-15120
13F-HR Open Document Open Filing 16 Jul 2019 30 Jun 2019 028-15120
13F-HR Open Document Open Filing 09 May 2019 31 Mar 2019 028-15120
X-17A-5 Open Document Open Filing 27 Feb 2019 31 Dec 2018 008-68977
13F-HR Open Document Open Filing 23 Jan 2019 31 Dec 2018 028-15120
13F-HR Open Document Open Filing 13 Nov 2018 30 Sep 2018 028-15120
13F-HR Open Document Open Filing 27 Jul 2018 30 Jun 2018 028-15120
13F-HR Open Document Open Filing 01 May 2018 31 Mar 2018 028-15120
X-17A-5 Open Document Open Filing 27 Feb 2018 31 Dec 2017 008-68977
13F-HR Open Document Open Filing 01 Feb 2018 31 Dec 2017 028-15120
13F-HR Open Document Open Filing 30 Oct 2017 30 Sep 2017 028-15120
13F-HR Open Document Open Filing 02 Aug 2017 30 Jun 2017 028-15120
13F-HR Open Document Open Filing 02 May 2017 31 Mar 2017 028-15120
X-17A-5 Open Document Open Filing 27 Feb 2017 31 Dec 2016 008-68977
13F-HR Open Document Open Filing 25 Jan 2017 31 Dec 2016 028-15120
13F-HR Open Document Open Filing 07 Nov 2016 30 Sep 2016 028-15120
13F-HR Open Document Open Filing 12 Aug 2016 30 Jun 2016 028-15120
13F-HR Open Document Open Filing 11 May 2016 31 Mar 2016 028-15120
FOCUSN Open Document Open Filing AUTO-GENERATED PAPER DOCUMENT 01 Mar 2016 31 Dec 2015 008-68977
X-17A-5 Open Document Open Filing AUTO-GENERATED PAPER DOCUMENT 01 Mar 2016 31 Dec 2015 008-68977
13F-HR Open Document Open Filing 11 Feb 2016 31 Dec 2015 028-15120
13F-HR Open Document Open Filing 12 Nov 2015 30 Sep 2015 028-15120
13F-HR Open Document Open Filing 05 Aug 2015 30 Jun 2015 028-15120
13F-HR Open Document Open Filing 22 Apr 2015 31 Mar 2015 028-15120
X-17A-5 Open Document Open Filing AUTO-GENERATED PAPER DOCUMENT 03 Mar 2015 31 Dec 2014 008-68977
13F-HR Open Document Open Filing 05 Feb 2015 31 Dec 2014 028-15120
13F-HR Open Document Open Filing 13 Nov 2014 30 Sep 2014 028-15120
13F-HR Open Document Open Filing 12 Aug 2014 30 Jun 2014 028-15120
13F-HR Open Document Open Filing 17 Apr 2014 31 Mar 2014 028-15120
FOCUSN Open Document Open Filing AUTO-GENERATED PAPER DOCUMENT 04 Mar 2014 31 Dec 2013 008-68977
X-17A-5 Open Document Open Filing AUTO-GENERATED PAPER DOCUMENT 04 Mar 2014 31 Dec 2013 008-68977
13F-HR Open Document Open Filing 13 Feb 2014 31 Dec 2013 028-15120