Strategy 2 of 8
The 13F season, live: follow the filings day by day
Who has already filed this quarter's 13F, what changed in the portfolio and when each well-known investor usually files, without checking EDGAR by hand.
No account5 min · 1 a day
Step by step
- Go to 13F season and tap Calendar and who has filed to open the season underway.
- At the top you see how many days are left until the deadline and how many concentrated managers and well-known investors have already filed.
- Under Already filed you can search for a manager, an investor or a stock and change Sort by: “Most relevant”, “Most recent”, “Largest portfolio” or “Biggest move”. Each card shows its three largest moves, in portfolio points.
- Further down, the Well-known investors calendar groups them by the date they usually file. Add these dates to my calendar (.ics) puts them in your own calendar.
- When a well-known investor files, the page for that quarter shows the 13F line by line: what they opened, closed, added to and trimmed. You reach it from their page in Great investors.
With a free account, one step further
- Tap Follow on the manager's page. In Following → What changed you choose between each one's latest 13F, what is new since your last visit, or the last 30 or 90 days.
- Following → About my managers shows which stocks several of your managers opened or dropped at the same time, with a minimum number of managers and a CSV download.
What to look for and how to read it
- “pp” means portfolio points: how much that trade changed the weight within the manager's portfolio. It measures importance to them, not size in dollars.
- The estimated date is the median of their last four 13Fs: a habit, not a commitment.
- While the season lasts, two quarters coexist: the topic pages keep showing the last complete quarter until the vast majority have filed.
Limits and caveats
- The first filers are not representative: most filings arrive in the last week before the deadline.
- A 13F shows no short positions and no hedges beyond listed options: “trimmed” does not mean “turned against the stock”.
- It is a snapshot of the quarter end, filed up to 45 days later: it tells you what they held then, not what they hold today.
Everything comes from public SEC filings. A 13F is filed up to 45 days after the quarter ends: these are not real-time positions. It is for research, not investment advice. How to read a 13F.