Clear Retirement Advice LLC has filed its quarterly 13F-HR report, which details its investment holdings as of September 30, 2026. This filing is crucial as it provides insights into the company's investment strategies and asset allocations, which can impact its future performance and stakeholder decisions.
Background
Clear Retirement Advice LLC is categorized as an investment management firm. The company operates under the Central Index Key (CIK) 0002112984. Its recent filings include several 13F-HR reports, with the latest submission dated October 22, 2026, and prior filings dating back to February 2026.
What the Filing Says
The filing, submitted on October 22, 2026, does not provide specific details about the investment holdings or strategies. It serves primarily as a formal report of the company's positions as of the end of the third quarter of 2026.
Impact
This filing may affect various stakeholders, including investors and analysts who track the investment management industry. By reviewing Clear Retirement Advice's holdings, competitors can glean insights into market trends and potential shifts in investment strategies.
What's Next
The filing does not say what happens next.
Filing Details
The filing was officially accepted by the SEC on October 22, 2026, at 09:30:14. This report covers the period ending September 30, 2026, and includes two documents related to the 13F-HR filing.
Company Information
Clear Retirement Advice LLC is based in San Mateo, California, with its mailing and business address listed as 1900 South Norfolk Street, Suite 350, San Mateo, CA 94403. The company can be reached at the phone number 650-446-5440.
Additional Filing Context
The filing does not disclose specific investment holdings or strategies, which are typically found in the information table of a 13F-HR report. The absence of such details may limit stakeholders' ability to fully assess the company's investment posture as of the reporting date.