SEC form field guide
Form 13F
Quarterly holdings reported by qualifying institutional investment managers.
When it is filed
Filed quarterly, generally within 45 days after quarter end.
What it is useful for
Portfolio reconstruction, institutional flows and manager research.
What it contains
01Issuer and class
02CUSIP
03Reported value
04Shares or principal amount
Data & API considerations
The data is delayed, omits many asset types and should not be treated as a current complete portfolio.
Preserve accession numbers, amendments and source anchors so transformed data remains traceable.
Educational information only; not legal or filing advice.
Choose with evidence