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.

SEC 13F Filing Service

We also make economical Form 13F information table SEC filings. The filing deadline for SEC form 13F is 45 days after quarter end. We file economical EDGAR Form 13F list filings for investment managers. Our economical self-service solution creates 13F Information Table from Excel for SEC 13F filing. We are a full-service SEC EDGAR Filing Agent, but also provide a self-service platform for 13F filing. It's a cost-effective cloud-based 13F self-filing site. Our service includes clean your holdings for qualifying 13F securities. Meet 13F requirement with this economical 13F filing service. Our company is a SEC 13F filing vendor. The SEC 13F filing requirement is $100 million in managed assets. We also make low-cost EDGAR Form 13F filings for investment managers. The filing deadline for EDGAR form 13F is 45 days after quarter end.

We also filter your 13F securities list against the official SEC 13F list.

It converts Excel to 13F XML filing. We consolidate your 13F list against the published SEC 13F list. This economical self-service portal creates XML holdings table from Excel for EDGAR 13F filing. We consolidate your 13F list against the official SEC 13F list. 13f.site prepares cost-effective Form 13F securities SEC filings.

SEC 13F XML Table

We are a full-service SEC EDGAR Filing Agent, but also provide self-service tools for 13F filing. Our cost-effective cloud-based portal creates 13F Information Table from Excel for SEC 13F filing. Our service includes consolidate your holdings list for qualifying 13F securities. It's a low-cost online 13F self-filing service. Our company makes cost-effective EDGAR Form 13F information table filings. Our easy-to-use web-based cost-effective site converts an Excel spreadsheet to 13F XML for EDGAR 13F filing. Our company is a SEC 13F filing agent. Meet 13F requirement with this low-cost easy-to-use 13F filing service. Our service includes aggregate your securities list for qualifying 13F securities. It's a low-cost cloud-based 13F self-filing platform. We filter your 13F holdings list against the official SEC 13F list. Our cost-effective web-based easy-to-use portal creates 13F XML from Excel for SEC 13F filing. We also do cost-effective SEC Form 13F information table filings for investment managers. The filing deadline for form 13F is 45 days after quarter end. We prepare low-cost 13F information table SEC filings for investment managers. Our online cost-effective tool converts an Excel spreadsheet to XML holdings table for 13F filing. Our service includes clean your securities for qualifying 13F securities. It's a cost-effective self-service 13F self-filing tool. Our company is a EDGAR Form 13F filing vendor.

SEC 13F Filing Agent

It's a low-cost self-service 13F self-filing tool. 13f.site is a EDGAR Form 13F filing agent. Meet 13F deadline with this economical 13F filing service. Our company also prepares cost-effective EDGAR 13F XML filings for investment managers. The SEC 13F filing threshold is $100 million in managed assets. We also make economical EDGAR 13F securities list filings. Our easy-to-use full-service economical portal converts an Excel spreadsheet to XML holdings table for 13F filing. We also file low-cost 13F securities EDGAR filings. Meet 13F deadline with this low-cost easy-to-use 13F filing service. Our company is a EDGAR 13F filing agent.

The EDGAR 13F filing requirement is $100 million in managed assets.

13f.site also does low-cost EDGAR Form 13F filings for investment managers. It's a economical cloud-based 13F self-filing site. Our service includes qualify your securities list for qualifying 13F securities. 13f.site files low-cost 13F information table EDGAR filings for investment managers.

We also do cost-effective 13F securities list EDGAR filings for investment managers. The 13F filing threshold is $100 million in managed assets. We also consolidate your 13F holdings list against the official SEC 13F list. Our easy-to-use self-service economical tool converts an Excel spreadsheet to 13F XML for SEC 13F filing.

SEC Form 13F Deadline

We also file low-cost 13F information table SEC filings for investment managers. This easy-to-use full-service economical platform converts an Excel spreadsheet to 13F Information Table for 13F filing. Our service includes aggregate your holdings for qualifying 13F securities. 13f.site does low-cost 13F SEC filings for investment managers. We are a full-service SEC EDGAR Filing Agent, but also provide self-service tools for SEC 13F filing. This easy-to-use full-service economical tool converts an Excel spreadsheet to 13F XML for EDGAR 13F filing. Our company also does low-cost 13F EDGAR filings. Our economical cloud-based easy-to-use platform creates XML holdings table from Excel for SEC 13F filing. Our company is a EDGAR 13F filing vendor. Our economical self-service portal creates XML holdings table from Excel for 13F filing. Our service includes qualify your securities for qualifying 13F securities. Meet 13F requirement with this cost-effective easy-to-use 13F filing service. 13f.site is a SEC 13F filing agent.

This web-based economical solution converts an Excel spreadsheet to 13F Information Table for EDGAR 13F filing. We are a full-service SEC EDGAR Filing Agent, but also provide self-service tools for EDGAR 13F filing. Meet 13F mandate with this low-cost easy-to-use 13F filing service. We also scrub your 13F securities list against the published SEC 13F list. 13f.site makes low-cost Form 13F securities EDGAR filings for investment managers. We also file economical SEC 13F filings for investment managers.

Form 13F Requirement

The 13F filing requirement is $100 million in managed assets. Our company also prepares cost-effective 13F list EDGAR filings. The EDGAR 13F filing threshold is $100 million in managed assets. Our company also prepares economical 13F SEC filings. This low-cost cloud-based easy-to-use tool creates 13F Information Table from Excel for 13F filing. Our company also makes low-cost 13F information table SEC filings. It's a low-cost online 13F self-filing site. We do cost-effective SEC 13F securities list filings. This low-cost self-service solution creates 13F XML from Excel for SEC 13F filing. We clean your 13F securities against the official SEC 13F list. It's a economical cloud-based 13F self-filing platform. We prepare cost-effective 13F securities EDGAR filings. This self-service low-cost platform converts an Excel spreadsheet to 13F Information Table for 13F filing. 13f.site is a SEC Form 13F filing service. Our easy-to-use cloud-based economical site converts an Excel spreadsheet to 13F Information Table for 13F filing. We also prepare economical 13F information table SEC filings. 13f.site also makes low-cost Form 13F securities EDGAR filings for investment managers. We also file economical Form 13F securities EDGAR filings for investment managers. Our low-cost self-service easy-to-use tool creates 13F Information Table from Excel for SEC 13F filing. We also clean your 13F securities list against the official SEC 13F list. Our cost-effective web-based easy-to-use service creates 13F XML from Excel for 13F filing. Our company also files cost-effective Form 13F information table EDGAR filings for investment managers. Our web-based economical site converts an Excel spreadsheet to XML holdings table for SEC 13F filing. Our service includes clean your holdings list for qualifying 13F securities. 13f.site also does economical 13F securities SEC filings for investment managers.

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a division of Advanced Computer Innovations, Inc. 70 Office Park Way • Pittsford, NY 14534-1746 (USA) Phone: (585)-385-3810 • 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

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 585-385-3810.

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., 2023 Last updated 2023-05-16
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: (585)-385-3810 • 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

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 585-385-3810.

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., 2023 Last updated 2023-05-16
Home
13f.site
a division of Advanced Computer Innovations, Inc. 70 Office Park Way • Pittsford, NY 14534-1746 (USA) Phone: (585)-385-3810 • Email: click here
Copyright © Advanced Computer Innovations, Inc., 2023 Last updated 2023-05-16

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

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 585-385-3810.

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.