Form 13F is required reporting for institutional investment managers in order to increase public information regarding securities holdings. SEC requires new XML format for all 13F filings. Filers must file their Form 13F Information Table according to new EDGAR XML Technical Specification.
Benefits: Filter your holdings to exclude non-13f securities according to SEC instructions.
Need help filing Form 13F, Form 13F-HR, Form 13F-NT on SEC EDGAR? Investment managers trust web.acii.com/13f.htm to prepare and file Form 13F each quarter.
The requirement to file Form 13F is triggered if the investment manager exceeded $100 million or more on the last trading day of any month during that calendar year.
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