13F filings, explained. How you can see what the big funds own.
By Nexqual Desk ·
13F filings, explained. How you can see what the big funds own.
Investment managers with $100 million or more in US stocks must report their holdings to the SEC every quarter on Form 13F.
Quarter ends → Up to 45 days → 13F public
Positions held on June 30 can be published as late as August 14.
How to read it:
• It is a snapshot of the last day of the quarter, not today.
• Changes between quarters show what a manager bought and sold.
• Weight in the portfolio shows conviction better than dollar size.
Watch out: By the time you read it, the fund may have sold. 13Fs also leave out short positions.
Save this for later. Next up: Dividend yield.
Education only. Not financial advice.
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