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SEC Form 13-F - Cost-efficient Web-based Self-Service
Investment Managers with $100 million or more in assets under management must file SEC Form 13-F 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. Our easy-to-use web-based service scrubs, filters, aggregates and organizes the securities in your raw spreadsheets, and creates the submission-ready XML table very cost-effectively with many benefits: • No software to purchase, install and maintain • No significant changes needed to your spreadsheets - you don’t need to lay them out in any particular format • No need to aggregate, scrub or filter holdings against the SEC 13-F 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 with TLS encryptionHow it works
1. No need to redo your holdings table spreadsheet(s). You only need the relevant columns to have the following heading labels (shown bold): o CUSIP - uniquely identifies each security o Quantity - number of shares or principal amount o Value - market value (in dollars) o Security - name of the security o Type - type of security o Ticker - ticker symbol o FIGI - financial instrument global identifier o ShPrn - shares (SH) or principal (PRN) o PutCall - required only for options o InvDiscretion - sole/defined/other o ISole - sole investment discretion (number of shares) o IDefined - defined investment discretion (number of shares) o IOther - other investment discretion (number of shares) o OtherManagers - comma-separated index numbers o VotingAuthority - sole/shared/none o VSole - sole voting authority (number of shares) o VShared - shared voting authority (number of shares) o VNone - no voting authority (number of shares) 2. Columns may be in any order. CUSIP, Quantity and Value are the only required columns. The other columns may be omitted if default values are appropriate. Extra columns having other labels are ignored. Click here to download a sample Excel file. 3. Remove extra rows from the table, leaving column headings in the first row followed by security entries and nothing else. Change all cell formats to text and save as a comma-separated (.csv) file. 4. If you have multiple tables, do the above for each of them, then combine all the .csv files into a .zip file. 5. In the SEC Form 13-F Self-Service box, fill in or edit any fields as needed and click Show Free Preview and Cost. The scrubbed and aggregated information table will display in a couple of seconds, along with the exact cost to produce the XML file. 6. Examine and check the information table. Once satisfied with the results, fill in your credit/debit card details in the Secure Payment box and click Pay and Download XML Table. The XML table, ready for submission, will download to your computer in a couple of seconds. 7. Log in to the SEC filing website, fill in the 13-F cover sheet, attach the 13-F table and submit your filing. Done! 8. Questions or need additional help? Email us, or call 585-385-3810 8am to 6pm EST.
585-385-3810 | Email: click here
c/o Advanced Computer Innovations, Inc.
70 Office Park Way • Pittsford, NY 14534-1746
web.acii.com
Web-based Services
Copyright © 2023 - Last updated 2023-03-25
About us
When you use a service, you want to know it’s reputable, reliable and there for you. So here’s some background: Advanced Computer Innovations, Inc. has been developing EDGAR filing solutions since the earliest days of EDGAR (1993). Our current offerings range from traditionally licensed desktop and networked-office software to pay-as-you-go cloud/web-based AaaS (application as a service). For EDGAR filings, these include: • EDGARsuite ™ - Premier SEC EDGAR Filing Software, a professional heavy-duty filing solution including iXBRL, HTML and XML format filings with automated single-click submission to EDGAR. • InstantEDGAR ™ - a Microsoft Word Add-in for easily creating EDGAR-valid HTML from Word documents for less frequent users desiring a locally installed pay-as-you-go solution. • web.acii.com/edgar.htm - a cloud/web-based AaaS (application as a service) for converting Word documents to EDGAR-valid HTML - the most economical option, with nothing to install or maintain locally. • web.acii.com/pdf-to-edgar.htm - a cloud/web-based AaaS (application as a service) for converting PDF documents to EDGAR-valid HTML - the most economical option, with nothing to install or maintain locally. And above all, we’re there for you. If you have any questions or issues, we’re only a phone call (585-385-3810) or email away!
SEC Form 13-F - Cost-efficient Web-based
Self-Service
Investment Managers with $100 million or more in assets under management must file SEC Form 13-F 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. Our easy-to-use web-based service scrubs, filters, aggregates and organizes the securities in your raw spreadsheets, and creates the submission-ready XML table very cost-effectively with many benefits: • No software to purchase, install and maintain • No significant changes needed to your spreadsheets - you don’t need to lay them out in any particular format • No need to aggregate, scrub or filter holdings against the SEC 13-F 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 with TLS encryptionHow it works
1. No need to redo your holdings table spreadsheet(s). You only need the relevant columns to have the following heading labels (shown bold): o CUSIP - uniquely identifies each security o Quantity - number of shares or principal amount o Value - market value (in dollars) o Security - name of the security o Type - type of security o Ticker - ticker symbol o FIGI - financial instrument global identifier o ShPrn - shares (SH) or principal (PRN) o PutCall - required only for options o InvDiscretion - sole/defined/other o ISole - sole investment discretion (number of shares) o IDefined - defined investment discretion (number of shares) o IOther - other investment discretion (number of shares) o OtherManagers - comma-separated index numbers o VotingAuthority - sole/shared/none o VSole - sole voting authority (number of shares) o VShared - shared voting authority (number of shares) o VNone - no voting authority (number of shares) 2. Columns may be in any order. CUSIP, Quantity and Value are the only required columns. The other columns may be omitted if default values are appropriate. Extra columns having other labels are ignored. Click here to download a sample Excel file. 3. Remove extra rows from the table, leaving column headings in the first row followed by security entries and nothing else. Change all cell formats to text and save as a comma-separated (.csv) file. 4. If you have multiple tables, do the above for each of them, then combine all the .csv files into a .zip file. 5. In the SEC Form 13-F Self-Service box, fill in or edit any fields as needed and click Show Free Preview and Cost. The scrubbed and aggregated information table will display in a couple of seconds, along with the exact cost to produce the XML file. 6. Examine and check the information table. Once satisfied with the results, fill in your credit/debit card details in the Secure Payment box and click Pay and Download XML Table. The XML table, ready for submission, will download to your computer in a couple of seconds. 7. Log in to the SEC filing website, fill in the 13-F cover sheet, attach the 13-F table and submit your filing. Done! 8. Questions or need additional help? Email us, or call 585-385-3810 8am to 6pm EST.
585-385-3810 | Email: click here
c/o Advanced Computer Innovations, Inc.
70 Office Park Way • Pittsford, NY 14534-1746
web.acii.com
Web-based Services
Copyright © 2023 - Last updated 2023-03-25
a
About us
When you use a service, you want to know it’s reputable, reliable and there for you. So here’s some background: Advanced Computer Innovations, Inc. has been developing EDGAR filing solutions since the earliest days of EDGAR (1993). Our current offerings range from traditionally licensed desktop and networked-office software to pay-as-you-go cloud/web-based AaaS (application as a service). For EDGAR filings, these include: • EDGARsuite ™ - Premier SEC EDGAR Filing Software, a professional heavy-duty filing solution including iXBRL, HTML and XML format filings with automated single-click submission to EDGAR. • InstantEDGAR ™ - a Microsoft Word Add-in for easily creating EDGAR-valid HTML from Word documents for less frequent users desiring a locally installed pay-as-you-go solution. • web.acii.com/edgar.htm - a cloud/web-based AaaS (application as a service) for converting Word documents to EDGAR-valid HTML - the most economical option, with nothing to install or maintain locally. • web.acii.com/pdf-to-edgar.htm - a cloud/web-based AaaS (application as a service) for converting PDF documents to EDGAR-valid HTML - the most economical option, with nothing to install or maintain locally. And above all, we’re there for you. If you have any questions or issues, we’re only a phone call (585-385-3810) or email away!
web.acii.com
585-385-3810 | Email: click here
c/o Advanced Computer Innovations, Inc.
70 Office Park Way • Pittsford, NY 14534-1746
SEC Form 13-F - Cost-efficient
Web-based Self-Service
Investment Managers with $100 million or more in assets under management must file SEC Form 13-F 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. Our easy-to-use web-based service scrubs, filters, aggregates and organizes the securities in your raw spreadsheets, and creates the submission-ready XML table very cost-effectively with many benefits: • No software to purchase, install and maintain • No significant changes needed to your spreadsheets - you don’t need to lay them out in any particular format • No need to aggregate, scrub or filter holdings against the SEC 13-F 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 with TLS encryptionHow it works
1. No need to redo your holdings table spreadsheet(s). You only need the relevant columns to have the following heading labels (shown bold): o CUSIP - uniquely identifies each security o Quantity - number of shares or principal amount o Value - market value (in dollars) o Security - name of the security o Type - type of security o Ticker - ticker symbol o FIGI - financial instrument global identifier o ShPrn - shares (SH) or principal (PRN) o PutCall - required only for options o InvDiscretion - sole/defined/other o ISole - sole investment discretion (number of shares) o IDefined - defined investment discretion (number of shares) o IOther - other investment discretion (number of shares) o OtherManagers - comma-separated index numbers o VotingAuthority - sole/shared/none o VSole - sole voting authority (number of shares) o VShared - shared voting authority (number of shares) o VNone - no voting authority (number of shares) 2. Columns may be in any order. CUSIP, Quantity and Value are the only required columns. The other columns may be omitted if default values are appropriate. Extra columns having other labels are ignored. Click here to download a sample Excel file. 3. Remove extra rows from the table, leaving column headings in the first row followed by security entries and nothing else. Change all cell formats to text and save as a comma-separated (.csv) file. 4. If you have multiple tables, do the above for each of them, then combine all the .csv files into a .zip file. 5. In the SEC Form 13-F Self-Service box, fill in or edit any fields as needed and click Show Free Preview and Cost. The scrubbed and aggregated information table will display in a couple of seconds, along with the exact cost to produce the XML file. 6. Examine and check the information table. Once satisfied with the results, fill in your credit/debit card details in the Secure Payment box and click Pay and Download XML Table. The XML table, ready for submission, will download to your computer in a couple of seconds. 7. Log in to the SEC filing website, fill in the 13-F cover sheet, attach the 13-F table and submit your filing. Done! 8. Questions or need additional help? Email us, or call 585-385-3810 8am to 6pm EST.
Web-based Services
Copyright © 2023 - Last updated 2023-03-25
a
About us
When you use a service, you want to know it’s reputable, reliable and there for you. So here’s some background: Advanced Computer Innovations, Inc. has been developing EDGAR filing solutions since the earliest days of EDGAR (1993). Our current offerings range from traditionally licensed desktop and networked-office software to pay-as-you-go cloud/web-based AaaS (application as a service). For EDGAR filings, these include: • EDGARsuite ™ - Premier SEC EDGAR Filing Software, a professional heavy-duty filing solution including iXBRL, HTML and XML format filings with automated single-click submission to EDGAR. • InstantEDGAR ™ - a Microsoft Word Add-in for easily creating EDGAR- valid HTML from Word documents for less frequent users desiring a locally installed pay-as-you-go solution. • web.acii.com/edgar.htm - a cloud/web-based AaaS (application as a service) for converting Word documents to EDGAR-valid HTML - the most economical option, with nothing to install or maintain locally. • web.acii.com/pdf-to-edgar.htm - a cloud/web-based AaaS (application as a service) for converting PDF documents to EDGAR-valid HTML - the most economical option, with nothing to install or maintain locally. And above all, we’re there for you. If you have any questions or issues, we’re only a phone call (585-385-3810) or email away!
web.acii.com
585-385-3810 | Email: click here
c/o Advanced Computer Innovations, Inc.
70 Office Park Way • Pittsford, NY 14534-1746
SEC Form 13-F -
Cost-efficient
Web-based Self-Service
Investment Managers with $100 million or more in assets under management must file SEC Form 13-F 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. Our easy-to-use web-based service scrubs, filters, aggregates and organizes the securities in your raw spreadsheets, and creates the submission-ready XML table very cost-effectively with many benefits: • No software to purchase, install and maintain • No significant changes needed to your spreadsheets - you don’t need to lay them out in any particular format • No need to aggregate, scrub or filter holdings against the SEC 13-F 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 with TLS encryptionHow it works
1. No need to redo your holdings table spreadsheet(s). You only need the relevant columns to have the following heading labels (shown bold): o CUSIP - uniquely identifies each security o Quantity - number of shares or principal amount o Value - market value (in dollars) o Security - name of the security o Type - type of security o Ticker - ticker symbol o FIGI - financial instrument global identifier o ShPrn - shares (SH) or principal (PRN) o PutCall - required only for options o InvDiscretion - sole/defined/other o ISole - sole investment discretion (number of shares) o IDefined - defined investment discretion (number of shares) o IOther - other investment discretion (number of shares) o OtherManagers - comma-separated index numbers o VotingAuthority - sole/shared/none o VSole - sole voting authority (number of shares) o VShared - shared voting authority (number of shares) o VNone - no voting authority (number of shares) 2. Columns may be in any order. CUSIP, Quantity and Value are the only required columns. The other columns may be omitted if default values are appropriate. Extra columns having other labels are ignored. Click here to download a sample Excel file. 3. Remove extra rows from the table, leaving column headings in the first row followed by security entries and nothing else. Change all cell formats to text and save as a comma-separated (.csv) file. 4. If you have multiple tables, do the above for each of them, then combine all the .csv files into a .zip file. 5. In the SEC Form 13-F Self-Service box, fill in or edit any fields as needed and click Show Free Preview and Cost. The scrubbed and aggregated information table will display in a couple of seconds, along with the exact cost to produce the XML file. 6. Examine and check the information table. Once satisfied with the results, fill in your credit/debit card details in the Secure Payment box and click Pay and Download XML Table. The XML table, ready for submission, will download to your computer in a couple of seconds. 7. Log in to the SEC filing website, fill in the 13- F cover sheet, attach the 13-F table and submit your filing. Done! 8. Questions or need additional help? Email us, or call 585-385-3810 8am to 6pm EST.
Web-based Services
Copyright © 2023 - Last updated 2023-03-25
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