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Manager record

Palisades Hudson Asset Management, L.P.

Fort Lauderdale, FL · CIK 1388443 · 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.

$285,758Reported 13F valueQ2 2026 · as filed
159Holdings listed
+11.4%vs prior quartervalue change includes market moves
5Quarters on record
Aug 07Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $255.6K$255.6KQ2 2025156 holdingsQ3 2025: $275.7K$275.7KQ3 2025154 holdingsQ4 2025: $257.9K$257.9KQ4 2025146 holdingsQ1 2026: $256.6K$256.6KQ1 2026159 holdingsQ2 2026: $285.8K$285.8KQ2 2026159 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 07 2026 13F-HR · period Q2 2026

$285,758 · 159 holdings listed · View original SEC filing ↗
May 08 2026 13F-HR · period Q1 2026

$256,556 · 159 holdings listed · View original SEC filing ↗
Jan 30 2026 13F-HR · period Q4 2025

$257,917 · 146 holdings listed · View original SEC filing ↗
Nov 06 2025 13F-HR · period Q3 2025

$275,687 · 154 holdings listed · View original SEC filing ↗
Aug 12 2025 13F-HR · period Q2 2025

$255,582 · 156 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 07, 2026 · Change methodology