13F Guides & Education
Plain-English guides to SEC 13F filings — what they are, how to read them, filing deadlines, and how investors use institutional-holdings data.
13F Filing Deadlines & Calendar
When are 13F filings due? The 45-day deadline explained, with the quarter-end dates and approximate filing deadlines for every reporting period.
13F Glossary: CUSIP, AUM, Put/Call and Key Terms
Plain-English definitions of the terms you meet in 13F filings and institutional portfolios — CUSIP, AUM, portfolio weight, put/call, voting authority and more.
Can You Copy Hedge Fund Trades? What 13F Filings Really Tell You
Does mirroring hedge fund 13F holdings actually work? An honest look at the appeal, the pitfalls, and how to use filings for research instead of blind copying.
How to Read a 13F Filing: Step by Step
Learn to interpret a 13F line by line — position values, share counts, portfolio weights, and quarter-over-quarter change flags like New, Increased and Cleared Out.
The Limitations of 13F Data: What It Does Not Show
Before you follow the whales, understand what 13F filings leave out — short positions, timing lag, non-U.S. holdings, cash and more.
What Is a 13F Filing? A Complete Guide
A plain-English guide to SEC Form 13F: who files, what it reports, when it is due, and how investors use it to track hedge funds.