CLEAR INVESTMENT RESEARCH, LLC

All 13F Filings

Location
Alpharetta, GA
Most recent 13F
Q2 2026
Holdings value ($000)
64,236
Description
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Website
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Founded
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Chairman
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CEO
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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 8/11/2026 57 64,236 13F-HR CLEAR INVESTMENT RESEARCH, LLC
Q1 2026 5/4/2026 241 63,892 13F-HR CLEAR INVESTMENT RESEARCH, LLC
Q4 2025 2/9/2026 51 60,274 13F-HR CLEAR INVESTMENT RESEARCH, LLC
Q3 2025 11/7/2025 256 74,647 13F-HR CLEAR INVESTMENT RESEARCH, LLC
Q2 2025 8/4/2025 234 79,289 13F-HR CLEAR INVESTMENT RESEARCH, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 16.76 K 26.1% 0 1.343 K -1.343 K
ETFs 47.48 K 73.9% 1.695 K 0 1.695 K
Debt 0 0.0% 0 4 -4
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Fund Snapshot

Q2 2026
Latest filed
8/11/2026
Total value ($000)
64,236
Holdings
57
QoQ value change ($000)
344 (0.5%)
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.