Filer Snapshot

Driven Equity LLC

CIK 0001840422. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Company

Total filings

6

Latest filing

26 Mar 2024

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: Forms 3/4/5 owner position for DRVN. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

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Largest parsed holding

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Populates from the latest parsed 13F information table.

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13D/G large stake

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No recent parsed 13D/G stake row for this CIK.

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Source: SEC Forms 3/4/5

4 filed on 26 Mar 2024 for CIK 0001840422.

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SEC ownership signals 1 fact
Ownership signals from SEC filings

Filing-value scale

Bars compare parsed values by filing family; they are not one combined total.

Forms 3/4/5 positions$1.9B

Reporting-owner positions when values can be estimated.

Forms 3/4/5 position value

$1.9B

Estimated from parsed Forms 3/4/5 when the filing discloses enough data.

Top issuer positions

Top parsed positions across ownership filing types.

DRVN
How to read these values
  • Filing families stay separate: 13F portfolio value, 13D/G large stakes, and Forms 3/4/5 owner positions should not be blended into one total.
  • Use the linked research paths to verify each signal against the original SEC filing.
Filer identity 1 fact
Business address
C/O Roark Capital Management, Llc, 1180 Peachtree Street, Suite 2500, Atlanta, GA, 30309
SEC record 2 facts
Incorporated in
DE
Fiscal year-end
31 December

Filer intelligence

What SEC filings say about Driven Equity 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.

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Quick read

  • Forms 3/4/5 show insider context for DRVN worth $1.9B.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio No rows yet

Quarterly institutional portfolio holdings.

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13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

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Forms 3/4/5 1 rows

Officer, director, and 10% owner holdings or transactions.

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Forms 3/4/5 insider context

DRVN

15 Sep 2022 · 10% owner

$1.9B
Issuer page Owner page

Latest update

What changed recently for Driven Equity LLC

Ownership report updated

Latest ownership report period: 15 Sep 2022. Open the source-backed page to inspect the fresh filing or facts context.

Update date

15 Sep 2022

Page type

Ownership filings

Latest period

15 Sep 2022

Ownership context was refreshed from SEC Forms 3/4/5 filed on 15 Sep 2022.

Open ownership filings Browse recent public updates

Benchmark Context

Benchmark context for this company

Driven Equity 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 ownership report period: 15 Sep 2022. 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.

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SEC filing record

CIK 0001840422 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
6
First seen
14 Jan 2021
Latest filing
26 Mar 2024
Entity
Company

Observed form types

4 3

Primary evidence

Open SEC filing index Driven Equity LLC SEC filings Driven Equity LLC owner filings

Latest Filings

Showing the latest 6 of 6 SEC filings for Driven Equity LLC.

4 File 001-39898

OWNERSHIP DOCUMENT

Filing date
26 Mar 2024
Reporting date
22 Mar 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 001-39898

OWNERSHIP DOCUMENT

Filing date
15 Sep 2022
Reporting date
15 Sep 2022
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 001-39898

OWNERSHIP DOCUMENT

Filing date
03 Jan 2022
Reporting date
29 Dec 2021
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 001-39898

OWNERSHIP DOCUMENT

Filing date
10 Sep 2021
Reporting date
08 Sep 2021
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 001-39898

OWNERSHIP DOCUMENT

Filing date
11 Aug 2021
Reporting date
09 Aug 2021
SEC evidence
Open document Open filing
Next action
Verify source filing
3 File 001-39898

OWNERSHIP DOCUMENT

Filing date
14 Jan 2021
Reporting date
14 Jan 2021
SEC evidence
Open document Open filing
Next action
Verify source filing
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