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.

Online SEC Form 13F preparation and submission with XML Information Table

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.

13-F Filing Service

This cost-effective cloud-based easy-to-use service creates 13F Information Table from Excel for EDGAR 13-F filing. Our low-cost online user-friendly service converts 13F Information Table from Excel for EDGAR 13-F filing. Meet 13-F rule with this cost-effective 13-F filing service. This economical web-based website converts 13F Information Table from Excel for SEC 13-F filing. This low-cost web-based easy-to-use website converts 13F Information Table from Excel for EDGAR 13-F filing. This reasonably priced online website creates XML holdings table from Excel for EDGAR 13-F filing. This low-cost online user-friendly service creates 13F XML from Excel for EDGAR 13-F filing. This reasonably priced online easy-to-use site creates XML holdings table from Excel for SEC 13-F filing. Meet 13-F requirement with this reasonably priced easy-to-use 13-F filing service. This reasonably priced web-based site creates 13F XML from Excel for SEC 13-F filing. The filing deadline for SEC form 13-F is 45 days after end of quarter. Our economical online service creates XML holdings table from Excel for SEC 13-F filing.

SEC 13-F XML Table

Meet 13-F mandate with this low-cost 13-F filing service. This economical cloud-based user-friendly website converts 13F Information Table from Excel for EDGAR 13-F filing. The EDGAR 13-F filing requirement is $100 million in managed assets. Our reasonably priced online easy-to-use service converts 13F XML from Excel for EDGAR 13-F filing. This cost-effective online easy-to-use website converts 13F XML from Excel for EDGAR 13-F filing. Our low-cost online easy-to-use website creates 13F Information Table from Excel for SEC 13-F filing. The SEC 13-F filing threshold is $100 million in managed assets.

Our cost-effective online website converts 13F XML from Excel for EDGAR 13-F filing. It converts Excel to 13-F XML. Our economical online user-friendly site converts XML holdings table from Excel for SEC 13-F filing. Meet 13-F deadline with this reasonably priced user-friendly 13-F filing service. Our reasonably priced cloud-based user-friendly service converts 13F Information Table from Excel for SEC 13-F filing. This low-cost online website converts XML holdings table from Excel for EDGAR 13-F filing.

SEC Form 13-F Deadline

Our reasonably priced web-based site converts XML holdings table from Excel for SEC 13-F filing. Meet 13-F mandate with this economical easy-to-use 13-F filing service. This reasonably priced cloud-based easy-to-use site creates XML holdings table from Excel for SEC 13-F filing. Meet 13-F deadline with this economical 13-F filing service.

Our reasonably priced web-based easy-to-use service converts 13F XML from Excel for EDGAR 13-F filing.

Meet 13-F deadline with this economical easy-to-use 13-F filing service. Our economical online user-friendly website creates 13F Information Table from Excel for EDGAR 13-F filing. This cost-effective cloud-based user-friendly service converts XML holdings table from Excel for EDGAR 13-F filing. This reasonably priced cloud-based service creates XML holdings table from Excel for SEC 13-F filing. This cost-effective web-based service creates 13F XML from Excel for SEC 13-F filing. This economical cloud-based user-friendly service creates 13F Information Table from Excel for SEC 13-F filing. This low-cost cloud-based user-friendly service converts XML holdings table from Excel for EDGAR 13-F filing. This economical online service creates 13F Information Table from Excel for EDGAR 13-F filing.

Form 13-F Rule and Requirement

This economical web-based service converts 13F XML from Excel for SEC 13-F filing. This economical online easy-to-use site converts 13F XML from Excel for SEC 13-F filing. The EDGAR 13-F filing threshold is $100 million in managed assets. Our economical web-based service converts 13F Information Table from Excel for EDGAR 13-F filing. This cost-effective web-based user-friendly website converts XML holdings table from Excel for SEC 13-F filing. Our cost-effective online user-friendly service creates 13F Information Table from Excel for EDGAR 13-F filing. The filing deadline for EDGAR form 13-F is 45 days after end of quarter. This reasonably priced cloud-based website converts XML holdings table from Excel for SEC 13-F filing. Meet 13-F mandate with this low-cost user-friendly 13-F filing service. This economical online service creates XML holdings table from Excel for EDGAR 13-F filing. This cost-effective cloud-based easy-to-use site creates 13F XML from Excel for SEC 13-F filing. This economical web-based user-friendly service creates 13F XML from Excel for EDGAR 13-F filing. This cost-effective cloud-based user-friendly site converts 13F XML from Excel for SEC 13-F filing. This reasonably priced online easy-to-use service creates XML holdings table from Excel for SEC 13-F filing. Meet 13-F requirement with this reasonably priced user-friendly 13-F filing service. Our economical online user-friendly site converts 13F XML from Excel for SEC 13-F filing. Meet 13-F deadline with this cost-effective easy-to-use 13-F filing service. Our economical online user-friendly site converts 13F Information Table from Excel for EDGAR 13-F filing. The SEC 13-F filing requirement is $100 million in managed assets.

a

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 encryption

How 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

SEC Form 13-F Self-service

* indicates required field(s)

* Period:

* Source Table(s) (a .csv file, or .zip of .csv files):

Options:
Default Investment Discretion:
Default Voting Authority:
Default Shares/Principal:
Default Other Managers:
Include under-threshold securities 
Include Non-13F securities 
Use entries 'as is' (do not scrub against SEC list) 

What is ? (help us frustrate spam bots)

Secure Payment

* Name:

* Address Line 1:

Address Line 2:

* City, State:
 

* Zip, Country:
 

* Email:

Phone number:
  Extension:

* Credit/Debit Card:
  Exp:  CVC:

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 encryption

How 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

SEC Form 13-F Self-service

* indicates required field(s)

* Period:

* Source Table(s) (a .csv file, or .zip of .csv files):

Options:
Default Investment Discretion:
Default Voting Authority:
Default Shares/Principal:
Default Other Managers:
Include under-threshold securities 
Include Non-13F securities 
Use entries 'as is' (do not scrub against SEC list) 

What is ? (help us frustrate spam bots)

Secure Payment

* Name:

* Address Line 1:

Address Line 2:

* City, State:
 

* Zip, Country:
 

* Email:

Phone number:
  Extension:

* Credit/Debit Card:
  Exp:  CVC:

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 encryption

How 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

SEC Form 13-F Self-service

* indicates required field(s)

* Period:

* Source Table(s) (a .csv file, or .zip of .csv files):

Options:
Default Investment Discretion:
Default Voting Authority:
Default Shares/Principal:
Default Other Managers:
Include under-threshold securities 
Include Non-13F securities 
Use entries 'as is' (do not scrub against SEC list) 

What is ? (help us frustrate spam bots)

Secure Payment

* Name:

* Address Line 1:

Address Line 2:

* City, State:
 

* Zip, Country:
 

* Email:

Phone number:
  Extension:

* Credit/Debit Card:
  Exp:  CVC:

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 encryption

How 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

SEC Form 13-F Self-service

* indicates required field(s)

* Period:

* Source Table(s) (a .csv file, or .zip of .csv files):

Options:
Default Investment Discretion:
Default Voting Authority:
Default Shares/Principal:
Default Other Managers:
Include under-threshold securities 
Include Non-13F securities 
Use entries 'as is' (do not scrub against SEC list) 

What is ? (help us frustrate spam bots)

Secure Payment

* Name:

* Address Line 1:

Address Line 2:

* City, State:
 

* Zip, Country:
 

* Email:

Phone number:
  Extension:

* Credit/Debit Card:
  Exp:  CVC:

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!