2023 Q1 – List of Section 13(f) Securities – Free Download

SEC releases a list of 13F securities every quarter but the file is in the PDF format that limits the use cases. So, we developed a program to parse the data in a well structured XLSV (excel) and CSV format. We are offering the entire data for free.

These are the two points you need to know,

1. Additions and Deletions: Revisions made to the list of Section 13(f) securities are indicated in a column titled “STATUS.” The word “ADDED” in the status column opposite the name of a security indicates that the security has become a Section 13(f) security. The word “DELETED” in the status column opposite the name of a security indicates that the security ceases to be a 13(f) security since the date of the last list.
2. List of options: An asterisk is placed next to the name of any security having a listed option and each option is individually listed with its own CUSIP number immediately below the name of the security having the option. A manager reporting holdings of options on its Form13F should use the CUSIP number of the underlying securities to which the option relates

Snapshot of the data:

If you require the same data in a different format, say you want PDF page number, row number, etc, you can contact us (via email) and we might be able to fulfill your request.

Click Here to Download the CSV