Park Edge Advisors, LLC

All 13F Filings

Location
Cleveland, OH
Most recent 13F
Q2 2026
Holdings value ($000)
474,910
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 7/10/2026 154 474,910 13F-HR Park Edge Advisors, LLC
Q1 2026 4/20/2026 141 433,872 13F-HR Park Edge Advisors, LLC
Q4 2025 1/16/2026 151 441,742 13F-HR Park Edge Advisors, LLC
Q3 2025 10/9/2025 146 432,979 13F-HR Park Edge Advisors, LLC
Q2 2025 7/7/2025 143 389,924 13F-HR Park Edge Advisors, LLC
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000): 5.656 K (1.2% of total reported value) · QoQ Δ: +5.656 K
Type Value ($000) Share % Inflow Outflow Net
Stocks 282.1 K 60.1% 25.61 K 0 25.61 K
ETFs 185.9 K 39.6% 18.05 K 0 18.05 K
Debt 0 0.0% 0 8.344 K -8.344 K
Other 1.24 K 0.3% 73 0 73
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Fund Snapshot

Q2 2026
Latest filed
7/10/2026
Total value ($000)
474,910
Holdings
154
QoQ value change ($000)
41,038 (9.5%)
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.