Form 13F Filing Service

Form 13F – Reports Filed by Institutional Investment Managers Institutional investment managers can include investment advisers, banks, insurance companies, broker-dealers, pension funds, and corporations. Form 13F is required to be filed within 45 days of the end of a calendar quarter.

To accomplish the SEC Form 13F, fill out our Form 13F Excel template, state your filtering options, and our team will handle everything—from preparing to filing the form for you. We assure you that this process is cost-effective, making our company the reliable and cost-effective option.

Complete Spreadsheet 

Fill out the Form13F Excel template. This includes the cover page information, information table date, the managers reporting and other included managers. You do not have to report more than what is required. Choose filtering options so the needed holdings appear in the 13F official list, and everything meets the minimum requirements.

 

Send to OFFISTRA

Send us your complete Form13F spreadsheet using two options: e-mail or the Compliance Management Portal, along with the instructions for filing. Our team will use guaranteed and proprietary software to generate Form 13F XML data, ready for submission to the system. We will also include proof for your review.

 

Review Proof

Once we send you the proof, review the Form 13F XML code and an HTML preview online, which is guaranteed to be secure, and based in the official SEC 13F filing template. This preview reflects how the form will appear once it is filed on the SEC website. If you have chosen filtering options, review the report showing the adjustments made by our software to the information table data.

 

Approve

Once the preview is approved by lawyers, CEOs or company representatives, OFFISTRA will submit the Form 13F XML data to the SEC EDGAR system. We will send an e-mail acceptance message to assure you that the form has been accepted by SEC.

About Form 13F 

For institutional investment managers who have investment discretion of over $100 million or more in Section 13(f) securities, holdings on Form 13F must be reported with the SEC EDGAR system. This form requires institutional investment managers to disclose their names, the names of the securities they manage and the class of securities, the number of owned shares, the CUSIP number, and the complete market value for each security.

The Official List of Section 13(f) Securities shows the securities that institutional investment managers must report on the Form 13F. This is published quarterly and is also on the SEC’s website, available for free.

 

Form 13F-HR vs. Form 13F-NT

File a 13F Holdings Report under Form type 13F-HR if all of your section 13(f) securities are listed on your Form 13F.

Meanwhile, if some of your Section 13(f) securities are listed on the Form 13F and the remaining Section 13(f) securities are listed on someone else’s Form 13F, you should file a 13F Combination Report under Form type 13F-HR.

Finally, if none of your Section 13(f) securities are listed on the Form 13F because all of them are reported on someone else’s Form13F, then file a 13F Notice under Form type 13F-NT.

 

Form 13F Resources

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