Resolve the reporting entity
Use CIKs, filing history, and source evidence to avoid treating similar names as the same manager.
13F database
Search the 13F database by manager and quarter.
Move from a reporting manager to its Form 13F filings, securities, positions, amendments, and official SEC records.
Example research workflow
Compare reported quarters
- Reporting manager and CIK
- Form type and report period
- Issuer, class, CUSIP, and value
- Shares and voting authority
- Accession and official filing
Built for careful comparison
See what changed—and what the filing cannot tell you.
Compare like with like
Keep report periods, filing dates, amendments, and notice reports distinct before calculating changes.
Trace every row to a filing
Preserve the issuer description, as-filed identifiers, reported units, and official document context.
Important limitation
A 13F is a disclosure—not a live portfolio.
Reported institutional holdings
Form 13F covers specified securities and is filed after the reporting period. It omits many asset types and should not be used as a complete or current statement of a manager’s portfolio.
Read the Form 13F data guideBefore comparing quarters
Make the comparison rules visible.
Choose complete periods
Compare reporting periods only after the expected filing universe and source cutoff are defined. Late reports can change an apparently final result.
Handle amendments
Preserve original and amended submissions, then state which version supplies the position used in a comparison.
Normalize carefully
Retain as-filed issuer descriptions, CUSIPs, units, and put/call indicators even when a normalized security reference is available.
Label derived changes
New, increased, reduced, and exited positions are calculations across reported snapshots—not fields asserted by the filing manager.
Holdings research
Follow the position. Verify the filing.
Search reporting managers, filing periods, and source-linked positions now.
Search 13F filings