SEC 13F filings, easier to follow
FollowTheFilings is a clearer way to browse quarterly Form 13F reports—public disclosures of equity holdings by institutional investment managers. You can read more about the rules on the SEC’s website.
Filings are available via EDGAR, but the formatting is hard to use. This site processes that data so you can search managers, compare quarters, and track holdings over time.
Core capabilities include comparing 13Fs across periods, viewing a manager’s history in a specific investment, and listing managers who reported holding a company in a given quarter.
Built on open-source work originally published by Todd Schneider (sec-13f-filings, MIT license). FollowTheFilings is an independent project at followthefilings.com.
There are many caveats about 13F data, but perhaps the most important is the notice that the SEC puts at the top of every filing on its site, which basically says that nobody has done any checking to see if the data is accurate:
The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. The reader should not assume that the information is accurate and complete
Source code for this site is available on GitHub, along with notes about how it works and its limitations.
Questions or issues? Open an issue on GitHub.