Filer Snapshot

Edge Advisors, LLC

CIK 0001588186. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Company

Total filings

7

Latest filing

14 Aug 2018

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13F-HR for Q2 2018. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

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Largest parsed holding

VYM

$85.32M reported value

Open holding

13D/G large stake

—

No recent parsed 13D/G stake row for this CIK.

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Source: SEC Form 13F

13F-HR filed on 14 Aug 2018 for CIK 0001588186.

View source filing
Ownership signals CIK-linked ownership evidence from parsed SEC filings. 1 signal
Parsed SEC ownership signals

Parsed SEC ownership coverage

These bars compare filing-backed value available in each disclosure family. Read them as separate lenses, not as one combined ownership total.

13F portfolio$1.12B

Quarterly institutional holdings reported on Form 13F; not total AUM.

Latest reported 13F value

13F
$1.12B

Reported market value from the latest parsed Form 13F information table; this is not total assets under management.

Source: SEC Form 13FScope: U.S.-listed equity holdings

Largest 13F holdings

13F
VYM SPY KO VEA XOM
+15 moreVIGI MSFT IWF CSCO BP EPD RDSB IWM IEMG AGG JNJ ACWI OKE STI PG

Largest symbols in the latest parsed Form 13F information table.

Freshness: Latest parsed 13F period

Largest 13F holdings

Largest symbols in the latest parsed Form 13F information table.

VYM SPY KO VEA XOM VIGI MSFT IWF
+12 moreCSCO BP EPD RDSB IWM IEMG AGG JNJ ACWI OKE STI PG
How to read these SEC ownership signals
  • Read each filing family separately: Form 13F, Schedules 13D/G, and Forms 3/4/5 answer different SEC disclosure questions and should not be blended into one ownership total.
  • Use 13F values for visible U.S.-listed equity portfolios, 13D/G rows for large beneficial-owner stakes, and Forms 3/4/5 rows for reporting-owner positions and transactions.
  • Open the linked research path when you need the filing, CIK, issuer, CUSIP, date, or source trail behind a value.
At a glance Names, identifiers, and filing context for this profile. 1 identity field
Business address
1380 W. Paces Ferry Rd., Suite #1000, Atlanta, GA, 30327

Filer intelligence

What SEC filings say about Edge Advisors, LLC

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

Open 13F portfolio Save filer

Quick read

  • Latest parsed 13F shows $1.12B across 827 reported holdings for Q2 2018.
  • Largest parsed 13F holding: VYM at $85.32M.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio 827 rows

Quarterly institutional portfolio holdings.

Open
13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

Open
Forms 3/4/5 No rows yet

Officer, director, and 10% owner holdings or transactions.

Open

Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q2 2018 - 14 Aug 2018

Top 5 concentration

22%

Share of latest parsed 13F value represented by the visible holdings below.

Top 5 reported value

$246.49M

Compared with $1.12B total 13F value.

Top 5 net change

+$2.04M

Position-value change inside the visible top holdings only.

13F concentration map

A simple visual split of the latest parsed 13F portfolio.

Largest add: PG ยท Largest trim: QQQ

VYM SPY KO VEA XOM Other holdings

VYM

7.6%

Vanguard High Dividend Yield Index Fund

$85.32M

SPY

4.8%

Spdr S&P 500 Etf

$53.66M

KO

4.3%

Coca Cola Co Com

$48.66M

VEA

2.7%

Vanguard Ftse Developed Markets Etf

$30.47M

XOM

2.5%

Exxon Mobil Corp Com

$28.37M

Latest update

What changed recently for Edge Advisors, LLC

New filing available

Latest 13F period: Q2 2018. Open the source-backed page to inspect the fresh filing or facts context.

Update date

14 Aug 2018

Page type

Filer profile

Latest period

Q2 2018

Institutional portfolio context was refreshed from a 13F filing filed on 14 Aug 2018.

Open filer profile Browse recent public updates

Benchmark Context

Benchmark context for this company

Edge Advisors, LLC has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.

Why this is notable

Latest 13F period: Q2 2018. That gives you a fresh baseline before you compare this company with peers.

  • Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
  • Open the facts page first if you want the cleanest path to verification.

Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.

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SEC filing record

CIK 0001588186 filing coverage

Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.

SEC filings
7
First seen
27 Oct 2017
Latest filing
14 Aug 2018
Entity
Company

Observed form types

13F-HR

CIK-linked evidence first

Edge Advisors, LLC SEC filings Edge Advisors, LLC 13F portfolio Open SEC filing index

Latest Filings

Showing the latest 7 of 7 SEC filings for Edge Advisors, LLC.

13F-HR

13F-HR filing

Filing date
14 Aug 2018
Reporting date
30 Jun 2018
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
15 May 2018
Reporting date
31 Mar 2018
SEC evidence
Open document Open filing
Next action
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13F-HR

13F-HR filing

Filing date
13 Feb 2018
Reporting date
31 Dec 2017
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
08 Nov 2017
Reporting date
30 Sep 2017
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
27 Oct 2017
Reporting date
30 Jun 2017
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
27 Oct 2017
Reporting date
31 Mar 2017
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
27 Oct 2017
Reporting date
31 Dec 2016
SEC evidence
Open document Open filing
Next action
Verify source filing
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