GUIDE • CALENDAR

13F Filing Deadlines

Form 13F is due 45 days after each calendar quarter closes. That yields four predictable dates a year — with a rollover rule that quietly moves some of them.

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IN THIS GUIDE

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  1. When is the next 13F deadline?
  2. The 45-day rule
  3. Full deadline calendar
  4. Add to your calendar
  5. How weekends and holidays shift the date
  6. Why everything lands on the last day
  7. Frequently asked questions

When is the next 13F deadline?

NEXT DEADLINE

November 16, 2026

Covering positions held as of September 30, 2026 (Q3 2026). That is 51 days from today.

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We'll email you a few days before the November 16, 2026 deadline, then again when the notable filings land.

Free. One email per quarter around the filing deadline.

The 45-day rule

Managers subject to Section 13(f) must file within 45 days of the end of each calendar quarter. Because quarter-end dates are fixed, so are the base deadlines:

  • —Quarter ending March 31 → due May 15
  • —Quarter ending June 30 → due August 14
  • —Quarter ending September 30 → due November 14
  • —Quarter ending December 31 → due February 14

Those four dates are the whole schedule. Everything else is the rollover rule for weekends and federal holidays, covered below.

Full deadline calendar

13F filing deadlines through Q4 2027
QuarterPeriod endFiling deadlineStatus
Q4 2025December 31, 2025Shifted — Feb 14 fell on a Saturday and Feb 16 was Presidents DayFiled
Q1 2026March 31, 2026Business day — no shiftFiled
Q2 2026June 30, 2026Business day — no shiftFiled
Q3 2026September 30, 2026Shifted to the following MondayNext up
Q4 2026December 31, 2026Shifted — Feb 15 is Presidents DayUpcoming
Q1 2027March 31, 2027Shifted to the following MondayUpcoming
Q2 2027June 30, 2027Shifted to the following MondayUpcoming
Q3 2027September 30, 2027Shifted to the following MondayUpcoming
Q4 2027December 31, 2027Business day — Presidents Day falls on Feb 21 in 2028Upcoming

Add to your calendar

Every deadline above, as a subscribable calendar. Subscribing keeps it current — dates already account for weekend and federal holiday shifts, and the feed runs through Q4 2027.

Or paste this URL into Google Calendar

https://how-we-invest.com/13f-deadlines.ics

In Google Calendar: Other calendars → From URL. Subscribing follows the feed, so future quarters arrive automatically; downloading the file is a one-time snapshot.

How weekends and holidays shift the date

When an SEC filing deadline falls on a Saturday, Sunday, or federal holiday, it moves to the next business day. Several deadlines in the table above shift for exactly this reason, and the most persistent cause is the mid-February date colliding with Presidents Day.

THE FEBRUARY COLLISION

The base Q4 deadline of February 14 sits directly beside Presidents Day, which falls on the third Monday of February. In 2026, February 14 was a Saturday and February 16 was Presidents Day, pushing the deadline to Tuesday, February 17. In 2027, February 14 falls on a Sunday and February 15 is Presidents Day, pushing it to Tuesday, February 16. In 2028 the collision finally breaks: February 14 is a Monday and Presidents Day is a week later.

The November date shifts for a simpler reason in both 2026 and 2027 — November 14 lands on a weekend, so the deadline rolls to the following Monday.

Why everything lands on the last day

In principle a manager could file the day after quarter end. In practice, almost none do. Filing early means disclosing positions sooner than required, with no offsetting benefit, so the filings cluster hard against the deadline.

For anyone tracking institutional holdings, this has a useful consequence and an annoying one. The useful part: four days a year carry nearly all the new information, so you know exactly when to look. The annoying part: those days produce thousands of filings at once, and any quarter-over-quarter comparison has to wait until the full set arrives.

It also means the freshest data is at its most stale on arrival — the positions are already 45 days old the moment they become public. We unpack that staleness here.

Frequently asked questions

When is the next 13F filing deadline?

The next 13F filing deadline is November 16, 2026, covering positions held as of September 30, 2026. Form 13F is due 45 days after each calendar quarter ends.

When are 13F filings due?

13F filings are due 45 days after the end of each calendar quarter, which produces deadlines of May 15, August 14, November 14 and February 14. When one of those dates falls on a weekend or federal holiday the deadline moves to the next business day. The next due date is November 16, 2026.

How many days after quarter end is a 13F due?

Form 13F is due within 45 days of the end of each calendar quarter. That produces base deadlines of May 15, August 14, November 14, and February 14. When one of those dates falls on a weekend or federal holiday, the deadline moves to the next business day.

What time of day are 13F filings released?

Filings appear on EDGAR as they are submitted throughout the deadline day, so there is no single release time. Because most managers file at or near the deadline, the majority of filings land on the final day rather than being spread evenly across the 45-day window.

Do all funds file on the same day?

No, but the distribution is heavily skewed toward the deadline. Managers gain nothing from disclosing early and generally prefer not to reveal positions sooner than required, so deadline day accounts for a disproportionate share of filings.

This article is for educational and informational purposes only. It does not constitute investment advice. How We Invest is not affiliated with the SEC or with any fund mentioned. Always verify filing data against the primary source on EDGAR.

本文仅供教育和信息参考用途,不构成投资建议。请以 SEC EDGAR 原始文件为准。

Contact: hello@how-we-invest.com