Funds: track 13F filings for free
The latest 13F for every fund on your list, straight from SEC EDGAR, and what changed since the quarter before. The list is yours. It never uses a paid feed.
What it shows
One card per fund. The quarter it covers, the date it was filed, how many positions, the total value reported. Then the changes since the previous filing, diffed on CUSIP across the two most recent 13F-HRs: names that are new, names that were exited, names added to with the percent, names trimmed with the percent. Under that, the top holdings with value, the share of the company owned where the desk can compute it, and the weight in the fund.
The activist feed. 13D and 13G filings on your names and by the funds you follow, plus the raw feed of recent filings, each with a link to the document on EDGAR.
13Fs show US long positions only: no shorts, no cash, no non-US listings, and they arrive up to forty-five days after the quarter ends. The card says which quarter and which filing date, so nothing on it is mistaken for today.
Where each number comes from
| Number | Source |
|---|---|
| Holdings, values, position counts | The fund's 13F-HR on SEC EDGAR, parsed by the desk |
| Changes since last quarter | The two most recent filings, matched on CUSIP |
| Share of the company owned | The fund's shares against shares outstanding from the free feed |
| 13D and 13G rows | SEC EDGAR's filing index |
Nothing on this screen uses a key.
What you can do here
- Your list, top right: add a fund by name or CIK, edit one, remove one with Undo, or bring the shipped starters back. Your lists.
- Click a holding for its ticker page, hover for the ⋯ menu.
- Ask SuperAnalyst with this screen open and the question goes with every card's numbers.