What a 13F is, and is not
- It lists long positions in US-listed securities at a quarter end.
- It can arrive up to 45 days after the quarter ends.
- It does not show a complete portfolio, short positions, cash or later trades.
Where to look
- Funds directory: search funds or managers. Columns include the portfolio, holdings, the top 10, the biggest position and the quarter. Tags show when a fund has stopped filing or its data is partial.
- A fund page: return history first, then holdings. Choose a quarter, and search the holdings. Changes show as NEW, EXITED or the share change.
- Options positions: a 13F never shows strike or premium, so options are priced off the underlying stock.
- What is missing: each fund page lists what a 13F leaves out, and the next due date.
- If a fund’s newest filing is over 180 days old, the page shows “Last 13F” with the quarter.