GUIDES
13F filings
explained
Institutional managers disclose their US-listed equity holdings four times a year. These guides cover what that disclosure contains, when it arrives, how to read it — and, just as importantly, what it leaves out.
START HERE
What Is a 13F Filing?
The $100 million threshold, who counts as an institutional investment manager, what a Section 13(f) security is, and the five things the form never discloses.
CALENDAR
13F Filing Deadlines: 2026 Calendar
Every quarterly deadline through Q4 2026, how the 45-day rule handles weekends and holidays, and why most filings land on the final day.
HOW-TO
How to Read a 13F Filing
The information table column by column — including the 2023 change from thousands to whole dollars that quietly breaks historical comparisons.
COMPARISON
13F vs 13D vs 13G
Three forms, three different questions. Which one moves fastest, which covers a whole portfolio, and what changed in the 2024 deadline amendments.
DEEP DIVE
Why Are 13F Filings 45 Days Late?
Where the delay comes from, how stale the data really is, and how confidential treatment requests can push disclosure back even further.
SEE IT IN PRACTICE
Reading a real portfolio
Once the mechanics make sense, the interesting part is applying them. Our Google Ventures breakdown walks through a live 13F portfolio sector by sector, and our analysis of the July 2026 Situational Awareness unwind shows what the form structurally cannot warn you about.