How To Read 13F Filings
A step-by-step guide to reading 13F filings — the quarterly reports filed by institutional investment managers with over $100M in assets. Covers what's included, what's excluded, and how to use the data.
- 13F is filed quarterly, 45 days after quarter-end (data is delayed)
- Only long positions >$100M are disclosed — shorts and options excluded
- Compare quarter-over-quarter changes to spot new positions and exits