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Manager record

NewEdge Advisors, LLC

New Orleans, LA · CIK 1633516 · EDGAR filings ↗

Cover-page record — Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$33.57BReported 13F valueQ2 2026 · as filed
4,200Holdings listed
+21.3%vs prior quartervalue change includes market moves
5Quarters on record
Aug 12Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $19.4B$19.4BQ2 20253,995 holdingsQ3 2025: $22.0B$22.0BQ3 20254,099 holdingsQ4 2025: $27.6B$27.6BQ4 20254,214 holdingsQ1 2026: $27.7B$27.7BQ1 20264,127 holdingsQ2 2026: $33.6B$33.6BQ2 20264,200 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 12 2026 13F-HR · period Q2 2026

$33.57B · 4,200 holdings listed · View original SEC filing ↗
Jun 03 2026 13F-HR/A · period Q1 2026

$27.68B · 4,127 holdings listed · amendment (restatement) · View original SEC filing ↗
May 18 2026 13F-HR · period Q1 2026

$2.16B · 1,217 holdings listed · View original SEC filing ↗
Feb 18 2026 13F-HR · period Q4 2025

$27.56B · 4,214 holdings listed · View original SEC filing ↗
Nov 17 2025 13F-HR · period Q3 2025

$22.00B · 4,099 holdings listed · View original SEC filing ↗
Aug 14 2025 13F-HR · period Q2 2025

$19.39B · 3,995 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 12, 2026 · Change methodology