Entity type
Individual
Filer Snapshot
Adam Roland Trask
CIK 0002109050. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.
Total filings
1
Latest filing
15 May 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
$105.62M
190 holdings for Q1 2026
Open portfolioLargest parsed holding
LLY
$7.64M reported value
Open holding13D/G large stake
—
No recent parsed 13D/G stake row for this CIK.
Browse 13D/GInsider / owner context
—
No parsed Forms 3/4/5 owner position for this CIK.
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Source: SEC Form 13F
View source filing
13F-HR filed on 15 May 2026 for CIK 0002109050.
- 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$105.62MQuarterly institutional holdings reported on Form 13F.
Latest reported 13F value
13F$105.62MReported market value from the latest parsed Form 13F information table; this is not total assets under management.
Largest 13F holdings
13FLLY LEU GSST NVDA AMZN+15 more
MSFT AAPL SYK UPS HNI ABBV GOOGL CEG SMR JNJ IBM FLDR VST GPIX XYLLargest symbols in the latest parsed Form 13F information table.
Largest 13F holdings
Largest symbols in the latest parsed Form 13F information table.
LLY LEU GSST NVDA AMZN MSFT AAPL SYK+12 more
UPS HNI ABBV GOOGL CEG SMR JNJ IBM FLDR VST GPIX XYLHow 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
- 4930 Cascade Road Se, Suite B, Grand Rapids, MI, 49546
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
Filer intelligence
What SEC filings say about Adam Roland Trask
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 $105.62M across 190 reported holdings for Q1 2026.
- Largest parsed 13F holding: LLY at $7.64M.
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
30%
Share of latest parsed 13F value represented by the visible holdings below.
Top 5 reported value
$31.42M
Compared with $105.62M total 13F value.
Top 5 net change
$0
Position-value change inside the visible top holdings only.
13F concentration map
A simple visual split of the latest parsed 13F portfolio.
LLY
LEU
GSST
NVDA
AMZN
Other holdings
Latest update
What changed recently for Adam Roland Trask
Latest 13F period: Q1 2026. Open the source-backed page to inspect the fresh filing or facts context.
Update date
15 May 2026
Page type
Filer profile
Latest period
Q1 2026
Institutional portfolio context was refreshed from a 13F filing filed on 15 May 2026.
SEC filing record
CIK 0002109050 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
1
First seen
15 May 2026
Latest filing
15 May 2026
Entity
Individual
Observed form types
13F-HR
CIK-linked evidence first
Latest Filings
Showing the latest 1 of 1 SEC filings for Adam Roland Trask.
13F-HR
13F-HR filing
- Filing date
- 15 May 2026
- Reporting date
- 31 Mar 2026
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing