Entity type
Company
Filer Snapshot
SUMMER ROAD LLC
CIK 0001604873. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.
Total filings
50
Latest filing
23 Apr 2026
Industry
n/a
Filing-backed research brief
Start with the SEC data that changes for this CIK
Latest signal: 13F-HR for Q1 2026. Each card links back to the PortfolioSavvy page where the filing evidence is closest.
Latest 13F portfolio
$142.03M
24 holdings for Q1 2026
Open portfolioLargest parsed holding
OCUL
$100.62M reported value
Open holding13D/G large stake
OCUL
04 Dec 2025 · 5.7% ownership
Open 13D/GInsider / owner context
OCUL
26 Feb 2024 · $64.61M
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Source: SEC Form 13F
View source filing
13F-HR filed on 23 Apr 2026 for CIK 0001604873.
- Notable people
- Leslie J. Schreyer, Richard Sackler
- Parsed SEC ownership signals
-
Parsed SEC ownership coverage
These bars compare filing-backed value available in each disclosure family. Read them as separate lenses, not as one combined ownership total.
13F portfolio$142.03MQuarterly institutional holdings reported on Form 13F.
Forms 3/4/5 positions$64.61MReporting-owner positions with enough filing detail to estimate value.
Latest reported 13F value
13F$142.03MReported market value from the latest parsed Form 13F information table; this is not total assets under management.
Forms 3/4/5 position value
3/4/5$64.61MEstimated from parsed Forms 3/4/5 when filings include enough share and price data.
Largest 13F holdings
13FOCUL IMKTA LINE GDX GRBK+15 more
GOOGL DIS CTRE GLD SBCF AMLP DBC EQIX VMC FERG FOUR TLT VEU IAG URALargest symbols in the latest parsed Form 13F information table.
Largest linked holdings
Largest issuer positions linked to this CIK across parsed 13F, 13D/G, and Forms 3/4/5 records.
OCULLargest 13F holdings
Largest symbols in the latest parsed Form 13F information table.
OCUL IMKTA LINE GDX GRBK GOOGL DIS CTRE+12 more
GLD SBCF AMLP DBC EQIX VMC FERG FOUR TLT VEU IAG URALargest active 13G stakes
Passive or institutional large-stake positions disclosed in parsed Schedule 13G filings.
OCUL THTXHow to read these SEC ownership signals
- Read each filing family separately: 13F portfolios, 13D/G large stakes, and Forms 3/4/5 owner positions answer different SEC disclosure questions.
- Open the linked research path when you need the filing, CIK, issuer, or CUSIP trail behind a value.
- Business address
- 207 6 Th Street, West Palm Beach, FL, 33401
- Incorporated in
- DE
- Fiscal year end
- 31 December
Ownership signals
CIK-linked ownership evidence from parsed SEC filings.
1 signal
At a glance
Names, identifiers, and filing context for this profile.
1 identity field
EDGAR profile Static EDGAR fields kept behind disclosure so the main profile stays readable. 2 profile fields available
Filer intelligence
What SEC filings say about SUMMER ROAD LLC
A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.
Quick read
- Latest parsed 13F shows $142.03M across 24 reported holdings for Q1 2026.
- Largest parsed 13F holding: OCUL at $100.62M.
- 2 recent 13D/G stake rows found; top row is OCUL at 5.7% ownership.
- Forms 3/4/5 show insider context for OCUL worth $64.61M.
SEC source mix
Counts show available parsed rows, not one combined ownership total.
Top parsed 13F holdings
Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.
Top 5 concentration
99%
Share of latest parsed 13F value represented by the visible holdings below.
Top 5 reported value
$140.79M
Compared with $142.03M total 13F value.
Top 5 net change
+$45.33M
Position-value change inside the visible top holdings only.
13F concentration map
A simple visual split of the latest parsed 13F portfolio.
Largest add: IMKTA · Largest trim: GDXJ
OCUL
IMKTA
LINE
GDX
GRBK
Other holdings
13D/G large-stake context
OCUL
04 Dec 2025 · Common stock ("Common Shares")
THTX
22 Sep 2025 · Common Shares
Forms 3/4/5 insider context
OCUL
26 Feb 2024 · 10% owner
Latest update
What changed recently for SUMMER ROAD LLC
Latest 13F period: Q1 2026. Open the source-backed page to inspect the fresh filing or facts context.
Update date
23 Apr 2026
Page type
Filer profile
Latest period
Q1 2026
Institutional portfolio context was refreshed from a 13F filing filed on 23 Apr 2026.
Benchmark Context
Benchmark context for this company
SUMMER ROAD LLC has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.
Compared with
Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.
Why this is notable
Latest 13F period: Q1 2026. That gives you a fresh baseline before you compare this company with peers.
- Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
- Open the facts page first if you want the cleanest path to verification.
Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.
SEC filing record
CIK 0001604873 filing coverage
Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.
SEC filings
50
First seen
17 Feb 2015
Latest filing
23 Apr 2026
Entity
Company
Observed form types
13F-HR
13F-HR/A
4
SCHEDULE 13G
Latest Filings
Showing the latest 12 of 50 SEC filings for SUMMER ROAD LLC.
13F-HR
13F-HR filing
- Filing date
- 23 Apr 2026
- Reporting date
- 31 Mar 2026
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 11 Feb 2026
- Reporting date
- 31 Dec 2025
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
SCHEDULE 13G
SCHEDULE 13G filing
- Filing date
- 08 Dec 2025
- Reporting date
- Not listed
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 07 Nov 2025
- Reporting date
- 30 Sep 2025
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
SCHEDULE 13G
SCHEDULE 13G filing
- Filing date
- 29 Sep 2025
- Reporting date
- Not listed
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 14 Aug 2025
- Reporting date
- 30 Jun 2025
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 13 May 2025
- Reporting date
- 31 Mar 2025
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 11 Feb 2025
- Reporting date
- 31 Dec 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 14 Nov 2024
- Reporting date
- 30 Sep 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 14 Aug 2024
- Reporting date
- 30 Jun 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 15 May 2024
- Reporting date
- 31 Mar 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 14 Feb 2024
- Reporting date
- 31 Dec 2023
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing