When is a 13F filing date?

The most typical 13F filing dates are February 14th, May 15th, August 14th, and November 14th, give or take a day or two. Investment managers will usually wait until the last moment to file so as to not give away what changes they made to their portfolio in the prior quarter.

When does Form 13F go into effect?

The new requirements go into effect on July 1, 2024, and Form 13F filers will be required to file their first reports on Form N-PX by August 31, 2024. The first report will cover all pay-related proposals presented at any stockholder meeting held between July 1, 2023, and June 30, 2024.

When will form 13F be filed on Edgar?

The electronic filing on EDGAR of all Form 13F confidential treatment requests starting on February 28, 2023. See FAQ 63 (below). Simplifies the rounding conventions of Form 13F to require that the dollar values reported be rounded to the nearest dollar (rather than to the nearest one thousand dollars).