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 validationThe 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 2024-04-10
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
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 validationThe 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 2024-04-10
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 2024-04-10
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 validationThe 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.
