Entity type
Company
CIK 0001708828. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.
Entity type
Company
Total filings
54
Latest filing
21 May 2026
Industry
n/a
Filing-backed research brief
Latest signal: 13F-HR for Q2 2025. Each card links back to the PortfolioSavvy page where the filing evidence is closest.
Latest 13F portfolio
$16.96B
654 holdings for Q2 2025
Open portfolioLargest parsed holding
NVDA
$5.42B reported value
Open holding13D/G large stake
CDAWF
13 May 2026 · 0% ownership
Open 13D/GInsider / owner context
—
No parsed Forms 3/4/5 owner position for this CIK.
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SCHEDULE 13G/A filed on 21 May 2026 for CIK 0001708828.
Passive or institutional large-stake positions disclosed in parsed Schedule 13G filings.
Filer intelligence
A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.
Counts show available parsed rows, not one combined ownership total.
Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.
Top 5 concentration
66%
Share of latest parsed 13F value represented by the visible holdings below.
Top 5 reported value
$11.13B
Compared with $16.96B total 13F value.
Top 5 net change
+$7.6B
Position-value change inside the visible top holdings only.
A simple visual split of the latest parsed 13F portfolio.
Largest add: NVDA · Largest trim: DIS
CDAWF
13 May 2026 · Common Stock
KWE
05 May 2026 · Common Stock
FOXX
05 May 2026 · Common Stock
CNGL
05 May 2026 · Common Stock
Latest update
Latest Schedule 13D/G period: 13 May 2026. Open the source-backed page to inspect the fresh filing or facts context.
Update date
21 May 2026
Page type
Filer profile
Latest period
13 May 2026
Schedule 13D/G context is visible from filings filed on 21 May 2026.
Benchmark Context
CLEAR STREET 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 Schedule 13D/G period: 13 May 2026. That gives you a fresh baseline before you compare this company with peers.
Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.
SEC filing record
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.
Observed form types
CIK-linked evidence first
Showing the latest 12 of 54 SEC filings for CLEAR STREET LLC.