SUMMER ROAD LLC
All 13F Filings
- Location
- West Palm Beach, FL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 161,014
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/10/2026 | 21 | 161,014 | 13F-HR | SUMMER ROAD LLC |
| Q1 2026 | 4/23/2026 | 24 | 142,034 | 13F-HR | SUMMER ROAD LLC |
| Q4 2025 | 2/11/2026 | 21 | 137,717 | 13F-HR | SUMMER ROAD LLC |
| Q3 2025 | 11/7/2025 | 18 | 149,181 | 13F-HR | SUMMER ROAD LLC |
| Q2 2025 | 8/14/2025 | 25 | 131,199 | 13F-HR | SUMMER ROAD LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 160.5 K | 99.7% | 19.1 K | 0 | 19.1 K |
| ETFs | 526 | 0.3% | 0 | 119 | -119 |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
8/10/2026
Total value ($000)
161,014
Holdings
21
QoQ value change ($000)
18,980
(13.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.