SEC 13F Filing Services

Need support with Form 13F filing? As a Registered SEC EDGAR Filing Agent, we provide full-service as well as self-service options for Form 13F filings, letting you meet 13F filing deadlines easily and very cost-effectively. Our services include scrubbing securities holdings against the official SEC 13F list, aggregating securities, and filtering securities for filing thresholds. We can also prepare the 13-F cover sheet and submit your filing to SEC EDGAR. Trust our regulatory experts to guide you through the 13F filing requirements.

Get the list of 13F securities here, along with 13F instructions, and meet the 13f filing deadline.

SEC 13F Filing Service

Are you looking for a cost-effective "Portfolio manager compliance tools" website? Our easy-to-use full-service economical tool converts an Excel spreadsheet to XML holdings table for SEC 13F filing. We are a full-service SEC EDGAR Filing Agent, but also provide a self-service platform for 13F filing. Meet 13F deadline with this economical easy-to-use 13F filing service.

Consider this a cost-effective "13F information table preparation" website. We also filter your 13F list against the official SEC 13F list. We provide an inexpensive "13F filing consultants" solution. The 13F filing requirement is $100 million in managed assets. 13f.site is a SEC 13F filing vendor. The filing deadline for SEC form 13F is 45 days after quarter end. Consider this a user-friendly "XML tagging for financial disclosures" platform. Our company files economical 13F information table SEC filings for investment managers. Consider this a cost-effective "XML data conversion for 13F" website. Our economical full-service easy-to-use platform creates XML holdings table from Excel for SEC 13F filing. What about an easy-to-use "SEC 13F XML format" facility? 13f.site also prepares economical 13F securities list SEC filings. 13f.site is a SEC Form 13F filing vendor. 13f.site does cost-effective EDGAR 13F information table filings. This includes a user-friendly "Hedge fund 13F filing assistance" platform. We prepare cost-effective EDGAR Form 13F securities filings. We provide an inexpensive "Electronic filing 13F reports" solution. We also file economical Form 13F EDGAR filings for investment managers. We offer a budget-friendly "SEC Form 13F filing assistance" capability. We scrub your 13F list against the official SEC 13F list. Do you need an inexpensive "Investment manager regulatory filing" solution? This economical self-service platform creates 13F XML from Excel for 13F filing. What about an easy-to-use "13F filing service providers" facility? 13f.site also does cost-effective Form 13F information table SEC filings for investment managers. What about a user-friendly "Investment management software" platform? This easy-to-use web-based economical site converts an Excel spreadsheet to XML holdings table for EDGAR 13F filing. Do you need an affordable "XML tagging for Form 13F" tool? We qualify your 13F holdings against the official SEC 13F list. Are you looking for a cost-effective "13F XML conversion services" website? This cost-effective web-based service creates 13F XML from Excel for SEC 13F filing.

SEC 13F XML Table

We provide a budget-friendly "Investment advisory compliance" capability. We also scrub your 13F holdings list against the official SEC 13F list. Our company is a EDGAR Form 13F filing service. This easy-to-use web-based economical platform converts an Excel spreadsheet to 13F XML for EDGAR 13F filing. What about a user-friendly "XML tagging for financial disclosures" platform?

We qualify your 13F securities list against the published SEC 13F list. We offer an easy-to-use "13F filing service providers" facility. We also make low-cost Form 13F list SEC filings. Consider this a cost-effective "13F XML conversion services" website. Our service includes consolidate your securities for qualifying 13F securities. This includes an affordable "SEC Form 13F data conversion" tool. 13f.site is a EDGAR 13F filing service. We provide a budget-friendly "Investment manager reporting solutions" capability. The filing deadline for form 13F is 45 days after quarter end. Consider this a user-friendly "Investment management software" platform. We file low-cost EDGAR 13F information table filings. Consider this a cost-effective "13F XML validation tools" website.

It's a cost-effective self-service 13F self-filing solution. Our company is a SEC 13F filing agent. The SEC 13F filing threshold is $100 million in managed assets. This includes a cost-effective "13F filing requirements" website. Our service includes qualify your list for qualifying 13F securities. Do you need an inexpensive "Regulatory reporting for hedge funds" solution? Our low-cost web-based easy-to-use service creates XML holdings table from Excel for EDGAR 13F filing. We provide an easy-to-use "Investment adviser Form 13F support" facility. 13f.site also does cost-effective EDGAR 13F XML filings for investment managers. Are you looking for a budget-friendly "Portfolio holdings reporting" capability? We file economical 13F XML SEC filings. What about an easy-to-use "Investment adviser Form 13F support" facility? We also filter your 13F holdings against the published SEC 13F list. We are a full-service SEC EDGAR Filing Agent, but also provide self-service tools for 13F filing. Our company also does economical 13F securities EDGAR filings for investment managers. Do you need an inexpensive "SEC 13F reporting best practices" solution? 13f.site is a EDGAR 13F filing vendor. Consider this an affordable "XML data mapping for 13F" tool.

SEC 13F Filing Agent

This self-service cost-effective solution converts an Excel spreadsheet to XML holdings table for 13F filing. What about a user-friendly "SEC Form 13F filing solutions" platform? Our cost-effective self-service solution creates 13F Information Table from Excel for SEC 13F filing. Consider this a user-friendly "13F reporting software" platform. We make economical Form 13F securities list SEC filings. We provide an easy-to-use "Investment manager disclosure software" facility.

Our company makes cost-effective Form 13F securities SEC filings for investment managers. We offer a budget-friendly "Portfolio holdings reporting" capability. The EDGAR 13F filing threshold is $100 million in managed assets. What about an easy-to-use "SEC EDGAR filing for 13F" facility? We file cost-effective Form 13F securities EDGAR filings. What about a user-friendly "Hedge fund 13F filing assistance" platform? It's a low-cost online 13F self-filing site. This includes a user-friendly "SEC Form 13F filing solutions" platform. This economical full-service easy-to-use site creates XML holdings table from Excel for SEC 13F filing. Do you need an affordable "SEC Form 13F data conversion" tool? This self-service economical service converts an Excel spreadsheet to 13F XML for SEC 13F filing. We provide a budget-friendly "SEC Form 13F reporting services" capability. Our web-based low-cost service converts an Excel spreadsheet to XML holdings table for 13F filing. We offer an inexpensive "Investment manager software solutions" solution. Our company does low-cost SEC Form 13F filings. This includes a cost-effective "Portfolio manager compliance tools" website. This economical web-based easy-to-use site creates 13F XML from Excel for 13F filing. Are you looking for a cost-effective "13F information table preparation" website? This online low-cost tool converts an Excel spreadsheet to 13F Information Table for SEC 13F filing. We provide an easy-to-use "Portfolio manager 13F reporting" facility. Our service includes clean your securities for qualifying 13F securities. We offer an inexpensive "SEC 13F reporting best practices" solution. The SEC 13F filing requirement is $100 million in managed assets. We offer a budget-friendly "Form 13F XML submission" capability. It's a low-cost full-service 13F self-filing platform. Consider this an affordable "XML tagging for Form 13F" tool. It's a low-cost full-service 13F self-filing service.

Are you looking for a budget-friendly "Investment advisory compliance" capability? Our easy-to-use cloud-based cost-effective service converts an Excel spreadsheet to 13F Information Table for 13F filing.

SEC Form 13F Deadline

Do you need an affordable "SEC Form 13F electronic submission" tool? Our web-based economical tool converts an Excel spreadsheet to XML holdings table for 13F filing. Are you looking for a budget-friendly "Form 13F XML submission" capability? It's a low-cost full-service 13F self-filing site. Do you need an inexpensive "SEC Form 13F filing assistance" solution? Our self-service economical tool converts an Excel spreadsheet to 13F Information Table for SEC 13F filing. Do you need an affordable "Investment manager SEC compliance" tool? We file low-cost Form 13F securities list SEC filings for investment managers. Do you need an inexpensive "13F filing consultants" solution? Our service includes consolidate your holdings list for qualifying 13F securities. We offer an easy-to-use "SEC 13F XML format" facility. Our company also makes economical SEC 13F securities filings. What about an easy-to-use "Investment manager disclosure software" facility? Our service includes scrub your list for qualifying 13F securities. Are you looking for a cost-effective "SEC Form 13F XML guidelines" website? We also file cost-effective Form 13F securities EDGAR filings for investment managers. What about a user-friendly "13F reporting software" platform? It's a cost-effective online 13F self-filing site.

Do you need an affordable "13F XML schema" tool?

The filing deadline for EDGAR form 13F is 45 days after quarter end. Are you looking for a budget-friendly "SEC Form 13F filing assistance" capability? Meet 13F requirement with this cost-effective easy-to-use 13F filing service. We provide an easy-to-use "Investment manager disclosure filing" facility. We also consolidate your 13F holdings against the official SEC 13F list.

Do you need an inexpensive "Investment manager software solutions" solution? Our cost-effective self-service easy-to-use service creates 13F Information Table from Excel for EDGAR 13F filing. We offer an easy-to-use "SEC EDGAR filing for 13F" facility. Our company makes economical 13F securities EDGAR filings. Consider this an affordable "SEC Form 13F electronic submission" tool. Meet 13F mandate with this low-cost easy-to-use 13F filing service. Do you need an affordable "XML data mapping for 13F" tool? 13f.site also files cost-effective EDGAR Form 13F filings for investment managers. We offer a budget-friendly "Filing Form 13F electronically" capability. Our low-cost web-based portal creates 13F XML from Excel for SEC 13F filing. What about an easy-to-use "Portfolio manager 13F reporting" facility?

Form 13F Requirement

Meet 13F mandate with this cost-effective easy-to-use 13F filing service. We are a full-service SEC EDGAR Filing Agent, but also provide self-service tools for SEC 13F filing. Our service includes filter your holdings list for qualifying 13F securities. We offer an inexpensive "Regulatory reporting for hedge funds" solution. We make economical SEC Form 13F securities filings. Our company is a EDGAR 13F filing agent. We also consolidate your 13F list against the published SEC 13F list. This includes an affordable "13F XML schema" tool. We also make low-cost EDGAR Form 13F information table filings for investment managers. This includes a cost-effective "SEC Form 13F XML guidelines" website. The 13F filing threshold is $100 million in managed assets. This includes an affordable "Investment manager SEC compliance" tool. We make low-cost Form 13F EDGAR filings. What about a user-friendly "Hedge fund regulatory compliance" platform? The EDGAR 13F filing requirement is $100 million in managed assets. Do you need an affordable "Regulatory compliance for investment firms" tool? Our company does low-cost EDGAR Form 13F filings for investment managers. We are a full-service SEC EDGAR Filing Agent, but also provide self-service tools for EDGAR 13F filing. Our service includes scrub your holdings list for qualifying 13F securities. This includes a user-friendly "Hedge fund regulatory compliance" platform. This cost-effective cloud-based easy-to-use tool creates 13F Information Table from Excel for EDGAR 13F filing. This includes an affordable "Regulatory compliance for investment firms" tool. It's a economical online 13F self-filing tool. Are you looking for a cost-effective "13F filing requirements" website? It converts Excel to 13F XML filing. Are you looking for a cost-effective "XML data conversion for 13F" website? It's a cost-effective cloud-based 13F self-filing service. Are you looking for a cost-effective "13F XML validation tools" website? Meet 13F mandate with this cost-effective 13F filing service.

We provide an inexpensive "Investment manager regulatory filing" solution.

Our service includes consolidate your securities list for qualifying 13F securities. Are you looking for a budget-friendly "Filing Form 13F electronically" capability? 13f.site does low-cost 13F securities list EDGAR filings for investment managers. Do you need an inexpensive "Electronic filing 13F reports" solution? Meet 13F deadline with this economical 13F filing service. What about an easy-to-use "Investment manager disclosure filing" facility? 13f.site files economical EDGAR 13F securities filings for investment managers. Are you looking for a budget-friendly "SEC Form 13F reporting services" capability?

We make cost-effective EDGAR 13F securities filings.

We offer an inexpensive "SEC Form 13F filing assistance" solution. We prepare cost-effective Form 13F EDGAR filings. Are you looking for a budget-friendly "Investment manager reporting solutions" capability? 13f.site is a EDGAR Form 13F filing service.

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a division of Advanced Computer Innovations, Inc. 70 Office Park Way • Pittsford, NY 14534-1746 (USA) Phone or Text: 585-310-1740 • Email: click here

SEC Form 13F

Investment Managers with $100 million or more in assets under management 1 must file SEC Form 13F to disclose qualifying holdings every quarter. This filing has 2 parts: 1. Cover sheet, which can be completed as an online form at the SEC filing website. 2. Information table detailing the qualifying securities in XML format. Companies must convert data from their spreadsheets into this format. If you need to file Form 13F, we’re here to help.

Full-Service, Self-Service or anything between

We’re flexible. If you like, we can take care of the entire filing for you, including preparing it and submitting it to the SEC. All you have to do is send us a list of your holdings in whatever form you have them. Or, you can opt to use our very cost-effective and easy-to-use web portal to generate the XML Information table, and then put together and submit the filing yourself.

Full-Service - let us do it all for you

As an SEC EDGAR Filing Agent with EDGAR credentials, we can handle the entire process of preparing and submitting your 13F filing. We can work with your information in whatever form you have it, be it a fully prepared information table or raw account statements from your brokerages. Our services include: Consolidation and aggregation of securities across accounts Filtering against the SEC list to identify qualifying securities CUSIP lookup Reporting for multiple managers Proper and accurate preparation of the XML Information Table, with guaranteed validation

The cost depends to some extent on how many holdings are reported, and whether or not aggregation and scrubbing is required. Our total fee for

preparing and submitting 13-F filings starts at under $250, and turnaround is same day!

We have been providing SEC EDGAR filing services since 1993. Please contact us to discuss your requirement, You’ll find us to be professional, reliable, very cost-effective and easy to work with.

Self-Service - use our Web-based 13F Information Table Portal  see video 

If you’d like to do your own cover sheet and submission, and only need help preparing the XML Information Table, our easy-to-use web-based portal is the ideal cost-effective solution. It scrubs 2 , aggregates 3 , filters and organizes 5 the securities in your raw spreadsheets, and creates the submission-ready XML table very inex,pensively with many benefits: No software to purchase, install and maintain No significant changes needed to your spreadsheets - you dont need to lay them out in any particular format No need to aggregate, scrub or filter holdings against the SEC 13F list - this service does it all for you No learning needed - this single page has all the instructions View the processed results at no charge - pay only to download the final XML file Very cost-effective - most filings are $100 to $125. All data and transactions secured by top-notch industry-standard TLS encryption It is the easiest-to-use and lowest-cost 13F solution in the industry. Click here to use this service or see how it works. Questions or need additional help? Email us, or call/text 585-310-1740.

Secure and Confidential

We are committed to security and confidentiality. Our web portal secures your upload and download, as well as payment and other details, with top-notch industry-standard TLS encryption, your holdings are not viewed by humans, and the files are deleted when done. ___________________________ 1  The threshold of $100 million or more refers to the market value at the end of each calendar month. Click here for detailed SEC guidelines. 2  Scrubbing securities in your raw spreadheet(s) means matching them against the SEC 13F list by CUSIP, checking if they are included, and standardizing the security name and type to match the SEC list. 3  Your raw spreadsheet(s) may repeat securities, e.g., in different accounts. Aggregating them refers to consolidating these line items. 4  Filtering the line items in your raw spreadsheet(s) means identifying those that are not in the SEC 13F list, and those that under threshold. 5  Organizing the securities in your raw spreadsheets refers to sorting them and laying them out as per the SEC Informaton Table requirements.
Copyright © Advanced Computer Innovations, Inc., 2024 Last updated 2024-02-21 EDGAR® and SEC® are trademarks of the U.S. Securities and Exchange Commission. Advanced Computer Innovations, Inc.'s products and services are not affiliated with or approved by the U.S. Securities and Exchange Commission.
SEC Form 13-F Filing Requirements and Deadlines
Home
13f.site
a division of Advanced Computer Innovations, Inc. 70 Office Park Way • Pittsford, NY 14534-1746 (USA) Phone or Text: 585-310-1740 • Email: click here

SEC Form 13F

Investment Managers with $100 million or more in assets under management 1 must file SEC Form 13F to disclose qualifying holdings every quarter. This filing has 2 parts: 1. Cover sheet, which can be completed as an online form at the SEC filing website. 2. Information table detailing the qualifying securities in XML format. Companies must convert data from their spreadsheets into this format. If you need to file Form 13F, we’re here to help.

Full-Service, Self-Service or anything between

We’re flexible. If you like, we can take care of the entire filing for you, including preparing it and submitting it to the SEC. All you have to do is send us a list of your holdings in whatever form you have them. Or, you can opt to use our very cost-effective and easy-to-use web portal to generate the XML Information table, and then put together and submit the filing yourself.

Full-Service - let us do it all for you

As an SEC EDGAR Filing Agent with EDGAR credentials, we can handle the entire process of preparing and submitting your 13F filing. We can work with your information in whatever form you have it, be it a fully prepared information table or raw account statements from your brokerages. Our services include: Consolidation and aggregation of securities across accounts Filtering against the SEC list to identify qualifying securities CUSIP lookup Reporting for multiple managers Proper and accurate preparation of the XML Information Table, with guaranteed validation

The cost depends to some extent on how many holdings are reported, and whether or not

aggregation and scrubbing is required. Our total fee for preparing and submitting 13-F filings starts at

under $250, and turnaround is same day!

We have been providing SEC EDGAR filing services since 1993. Please contact us to discuss your requirement, You’ll find us to be professional, reliable, very cost-effective and easy to work with.

Self-Service - use our Web-based 13F Information Table Portal  see video 

If you’d like to do your own cover sheet and submission, and only need help preparing the XML Information Table, our easy-to-use web-based portal is the ideal cost-effective solution. It scrubs 2 , aggregates 3 , filters and organizes 5 the securities in your raw spreadsheets, and creates the submission-ready XML table very inex,pensively with many benefits: No software to purchase, install and maintain No significant changes needed to your spreadsheets - you dont need to lay them out in any particular format No need to aggregate, scrub or filter holdings against the SEC 13F list - this service does it all for you No learning needed - this single page has all the instructions View the processed results at no charge - pay only to download the final XML file Very cost-effective - most filings are $100 to $125. All data and transactions secured by top-notch industry-standard TLS encryption It is the easiest-to-use and lowest-cost 13F solution in the industry. Click here to use this service or see how it works. Questions or need additional help? Email us, or call/text 585-310-1740.

Secure and Confidential

We are committed to security and confidentiality. Our web portal secures your upload and download, as well as payment and other details, with top-notch industry-standard TLS encryption, your holdings are not viewed by humans, and the files are deleted when done. ___________________________ 1  The threshold of $100 million or more refers to the market value at the end of each calendar month. Click here for detailed SEC guidelines. 2  Scrubbing securities in your raw spreadheet(s) means matching them against the SEC 13F list by CUSIP, checking if they are included, and standardizing the security name and type to match the SEC list. 3  Your raw spreadsheet(s) may repeat securities, e.g., in different accounts. Aggregating them refers to consolidating these line items. 4  Filtering the line items in your raw spreadsheet(s) means identifying those that are not in the SEC 13F list, and those that under threshold. 5  Organizing the securities in your raw spreadsheets refers to sorting them and laying them out as per the SEC Informaton Table requirements.
Copyright © Advanced Computer Innovations, Inc., 2024 Last updated 2024-02-21 EDGAR® and SEC® are trademarks of the U.S. Securities and Exchange Commission. Advanced Computer Innovations, Inc.'s products and services are not affiliated with or approved by the U.S. Securities and Exchange Commission.
Home
13f.site
a division of Advanced Computer Innovations, Inc. 70 Office Park Way • Pittsford, NY 14534-1746 (USA) Phone or Text: 585-310-1740 • Email: click here
Copyright © Advanced Computer Innovations, Inc., 2024 Last updated 2024-02-21 EDGAR® and SEC® are trademarks of the U.S. Securities and Exchange Commission. Advanced Computer Innovations, Inc.'s products and services are not affiliated with or approved by the U.S. Securities and Exchange Commission.

SEC Form 13F

Investment Managers with $100 million or more in assets under management 1 must file SEC Form 13F to disclose qualifying holdings every quarter. This filing has 2 parts: 1. Cover sheet, which can be completed as an online form at the SEC filing website. 2. Information table detailing the qualifying securities in XML format. Companies must convert data from their spreadsheets into this format. If you need to file Form 13F, we’re here to help.

Full-Service, Self-Service or anything

between

We’re flexible. If you like, we can take care of the entire filing for you, including preparing it and submitting it to the SEC. All you have to do is send us a list of your holdings in whatever form you have them. Or, you can opt to use our very cost-effective and easy-to-use web portal to generate the XML Information table, and then put together and submit the filing yourself.

Full-Service - let us do it all for you

As an SEC EDGAR Filing Agent with EDGAR credentials, we can handle the entire process of preparing and submitting your 13F filing. We can work with your information in whatever form you have it, be it a fully prepared information table or raw account statements from your brokerages. Our services include: Consolidation and aggregation of securities across accounts Filtering against the SEC list to identify qualifying securities CUSIP lookup Reporting for multiple managers Proper and accurate preparation of the XML Information Table, with guaranteed validation

The cost depends to some extent on how many

holdings are reported, and whether or not

aggregation and scrubbing is required. Our total

fee for preparing and submitting 13-F filings

starts at under $250, and turnaround is same

day!

We have been providing SEC EDGAR filing services since 1993. Please contact us to discuss your requirement, You’ll find us to be professional, reliable, very cost-effective and easy to work with.

Self-Service - use our Web-based 13F

Information Table Portal  see video 

If you’d like to do your own cover sheet and submission, and only need help preparing the XML Information Table, our easy-to-use web-based portal is the ideal cost-effective solution. It scrubs 2 , aggregates 3 , filters and organizes 5 the securities in your raw spreadsheets, and creates the submission-ready XML table very inex,pensively with many benefits: No software to purchase, install and maintain No significant changes needed to your spreadsheets - you dont need to lay them out in any particular format No need to aggregate, scrub or filter holdings against the SEC 13F list - this service does it all for you No learning needed - this single page has all the instructions View the processed results at no charge - pay only to download the final XML file Very cost-effective - most filings are $100 to $125. All data and transactions secured by top- notch industry-standard TLS encryption It is the easiest-to-use and lowest-cost 13F solution in the industry. Click here to use this service or see how it works. Questions or need additional help? Email us, or call/text 585-310-1740.

Secure and Confidential

We are committed to security and confidentiality. Our web portal secures your upload and download, as well as payment and other details, with top-notch industry-standard TLS encryption, your holdings are not viewed by humans, and the files are deleted when done. ___________________________ 1  The threshold of $100 million or more refers to the market value at the end of each calendar month. Click here for detailed SEC guidelines. 2  Scrubbing securities in your raw spreadheet(s) means matching them against the SEC 13F list by CUSIP, checking if they are included, and standardizing the security name and type to match the SEC list. 3  Your raw spreadsheet(s) may repeat securities, e.g., in different accounts. Aggregating them refers to consolidating these line items. 4  Filtering the line items in your raw spreadsheet(s) means identifying those that are not in the SEC 13F list, and those that under threshold. 5  Organizing the securities in your raw spreadsheets refers to sorting them and laying them out as per the SEC Informaton Table requirements.