Question 1

What is a 13F filing?

Accepted Answer

Form 13F is a quarterly report filed by institutional investment managers that meet the SEC reporting threshold. It discloses certain long positions in Section 13(f) securities and is generally due within 45 days after quarter end.

Question 2

When do 13F filings come out?

Accepted Answer

The filing deadline is generally 45 days after each calendar quarter ends, around mid-February, mid-May, mid-August, and mid-November. Many managers file near the deadline, and SnowballHare refreshes tracked filings through scheduled ingestion and site builds.

Question 3

Can I assume a famous investor still owns every reported position?

Accepted Answer

No. A 13F is a delayed snapshot. The manager may have changed or closed a position after quarter end, and the filing does not reveal every hedge, short, private holding, bond position, or non-reportable asset.

Question 4

Why does a fund's 13F value not match its public assets under management?

Accepted Answer

13F covers only reportable Section 13(f) securities. A firm can also hold international securities, bonds, cash, private assets, shorts, derivatives, and other positions outside that disclosure, so reported 13F value and total firm assets are different measures.

Question 5

What is the difference between a new buy and an increased 13F position?

Accepted Answer

A new buy was not reported in the prior comparable quarter and appears in the current one. An increased position was already present and now has a higher reported share count. Both need to be read alongside position weight, filing lag, and the manager's wider portfolio.

13F 机构持仓、投资人与个股动作

13F 机构持仓

13F 个股机构动作

13F 常用研究入口

这批 13F 的最新变化

常用机构与个股示例

把 13F 连到个股研究