13F Filing Solutions

We do reasonably priced Form 13F SEC filings for portfolio managers. This online reasonably priced facility converts Excel to 13F XML for 13F filing. Do you need an affordable "Affordable SEC 13F filing solution" tool? This attractively priced SaaS user-friendly facility creates 13F filing. Are you looking for a cost-effective "Low-cost Form 13-F filing solutions" website? Meet 13F date with this attractively priced 13F filing service. We also do attractively priced 13F SEC filings. This user-friendly PaaS reasonably priced website converts Excel to 13F XML for 13F filing. 13f.acii.com is a SEC 13F filing vendor. Our reasonably priced PaaS user-friendly website creates SEC 13F filing. Our service includes clean your securities for qualifying 13F securities. Meet 13F deadline with this reasonably priced 13F filing service. 13f.acii.com is a EDGAR 13F filing service. The filing deadline for form 13F is 45 days. Are you looking for a budget-friendly "Budget-friendly SEC 13F filing solution" capability? This reasonably priced online user-friendly facility creates SEC 13F filing.

We file attractively priced 13F SEC filings for portfolio managers.

This attractively priced online user-friendly website creates 13F filing. Do you need an affordable "XML conversion for 13-F" tool? The SEC 13F filing spec is $100 million in managed assets. 13f.acii.com is a EDGAR Form 13F filing service. Our user-friendly online reasonably priced facility converts Excel to 13F XML for 13F filing. We is a SEC 13F filing agent. Our online reasonably priced website converts Excel to 13F XML for 13F filing. 13f.acii.com is a SEC Form 13F filing service. Our attractively priced online website creates EDGAR 13F filing. We consolidate your 13F holdings list against the SEC 13F list. Meet 13F date with this reasonably priced user-friendly 13F filing service. We also do attractively priced EDGAR 13F XML filings for portfolio managers. Meet 13F date with this attractively priced user-friendly 13F filing service. We also file reasonably priced Form 13F SEC filings for portfolio managers. Our attractively priced PaaS facility creates EDGAR 13F filing. Consider this a cost-effective "Affordable 13F regulatory filing software" website. Our online attractively priced website converts Excel to 13F XML for 13F filing. We filter your 13F holdings list against the SEC 13F list. Our user-friendly SaaS attractively priced facility converts Excel to 13F XML for 13F filing. Consider this an affordable "XML conversion for 13-F" tool. Our reasonably priced online user-friendly website creates EDGAR 13F filing. 13f.acii.com is a EDGAR Form 13F filing vendor. This user-friendly SaaS attractively priced website converts Excel to 13F Information Table for 13F filing. Our service includes combine your holdings list for qualifying 13F securities. The EDGAR 13F filing criteria is $100 million in managed assets. 13f.acii.com is a EDGAR 13F filing vendor. The filing deadline for EDGAR form 13F is 45 days.

We also consolidate your 13F holdings list against the SEC 13F list. This reasonably priced PaaS facility creates EDGAR 13F filing. We is a SEC 13F filing service. This reasonably priced SaaS website creates EDGAR 13F filing. 13f.acii.com is a SEC Form 13F filing vendor.

13f.acii.com also prepares attractively priced EDGAR 13F filings for portfolio managers. We file reasonably priced SEC Form 13F securities filings for portfolio managers. It converts Excel to 13F filing. We do reasonably priced EDGAR 13F filings for portfolio managers. It's a reasonably priced online 13F self-filing facility. We offer an inexpensive "13-F XML filing tool" solution.

Filing Agent for EDGAR 13F filings

This reasonably priced online user-friendly facility creates 13F filing. Do you need an inexpensive "13-F XML filing tool" solution? This SaaS attractively priced website converts Excel to 13F XML for 13F filing. Are you looking for a cost-effective "Affordable 13F regulatory filing software" website? 13f.acii.com also prepares attractively priced SEC Form 13F securities filings for financial advisors. 13f.acii.com is a EDGAR Form 13F filing agent. Our reasonably priced online user-friendly facility creates SEC 13F filing. We is a SEC Form 13F filing service. 13f.acii.com prepares attractively priced Form 13F securities SEC filings. We is a EDGAR 13F filing agent. Our attractively priced PaaS website creates EDGAR 13F filing. We do reasonably priced SEC Form 13F filings. 13f.acii.com also prepares attractively priced EDGAR 13F securities filings for financial advisors.

Our service includes consolidate your securities for qualifying 13F securities. This user-friendly online reasonably priced facility converts Excel to 13F Information Table for 13F filing. Our service includes consolidate your holdings list for qualifying 13F securities. Our reasonably priced SaaS facility creates EDGAR 13F filing. We provide a budget-friendly "XML data conversion for 13-F filings" capability. Our attractively priced online website creates SEC 13F filing. We are a full-service SEC EDGAR Filing Agent, but also provide self-service tools for 13F filing. Our attractively priced SaaS user-friendly facility creates SEC 13F filing. We do attractively priced 13F SEC filings for portfolio managers. Our attractively priced PaaS user-friendly website creates SEC 13F filing. We also files attractively priced 13F securities SEC filings for financial advisors. The 13F filing criteria is $100 million in managed assets. We are a full-service SEC EDGAR Filing Agent, but also provide self-service tools for SEC 13F filing. Meet 13F deadline with this attractively priced 13F filing service. 13f.acii.com is a SEC Form 13F filing agent. Our attractively priced PaaS website creates 13F filing. We also do reasonably priced SEC Form 13F info table filings for portfolio managers. Our PaaS attractively priced website converts Excel to 13F Information Table for 13F filing.

We do reasonably priced EDGAR Form 13F securities filings for financial advisors. This reasonably priced PaaS facility creates SEC 13F filing. We also clean your 13F holdings list against the SEC 13F list. This online reasonably priced website converts Excel to 13F Information Table for 13F filing. This includes an affordable "Affordable SEC 13F filing solution" tool. It's a reasonably priced PaaS 13F self-filing facility. We is a SEC Form 13F filing vendor. This attractively priced PaaS user-friendly facility creates 13F filing. What about an easy-to-use "Online tools for 13-F XML creation" facility? Meet 13F deadline with this reasonably priced user-friendly 13F filing service. Our service includes filter your securities for qualifying 13F securities. Our online attractively priced facility converts Excel to 13F XML for 13F filing. We also file reasonably priced EDGAR Form 13F securities filings. 13f.acii.com files attractively priced Form 13F info table SEC filings for portfolio managers. We also file reasonably priced EDGAR 13F XML filings for portfolio managers. The EDGAR 13F filing spec is $100 million in managed assets. We do reasonably priced 13F XML SEC filings. 13f.acii.com prepares reasonably priced 13F info table EDGAR filings for financial advisors. We also do attractively priced Form 13F XML SEC filings for financial advisors. It's a reasonably priced SaaS 13F self-filing facility. We combine your 13F securities against the SEC 13F list. 13f.acii.com prepares reasonably priced Form 13F securities EDGAR filings for financial advisors. We also filter your 13F securities against the SEC 13F list. Our PaaS reasonably priced website converts Excel to 13F Information Table for 13F filing. Our service includes clean your holdings list for qualifying 13F securities.

SEC 13F Mandate

Our attractively priced PaaS website creates SEC 13F filing. We is a EDGAR Form 13F filing vendor. Our user-friendly online attractively priced facility converts Excel to 13F XML for 13F filing. We provide an easy-to-use "Affordable SEC 13F compliance solutions" facility.

13f.acii.com prepares attractively priced SEC 13F info table filings for portfolio managers. We file reasonably priced Form 13F info table EDGAR filings. 13f.acii.com prepares reasonably priced Form 13F securities SEC filings for portfolio managers. We combine your 13F holdings list against the SEC 13F list. This user-friendly SaaS attractively priced facility converts Excel to 13F XML for 13F filing. 13f.acii.com is a SEC 13F filing agent. Our PaaS attractively priced facility converts Excel to 13F Information Table for 13F filing. We consolidate your 13F securities against the SEC 13F list. Meet 13F deadline with this attractively priced user-friendly 13F filing service. We file reasonably priced Form 13F info table EDGAR filings for financial advisors. This reasonably priced PaaS user-friendly facility creates SEC 13F filing. We also clean your 13F securities against the SEC 13F list. Our user-friendly online attractively priced facility converts Excel to 13F Information Table for 13F filing. We also file reasonably priced Form 13F XML SEC filings for portfolio managers. Our SaaS reasonably priced facility converts Excel to 13F XML for 13F filing. We are a full-service SEC EDGAR Filing Agent, but also provide a self-service platform for 13F filing. This online attractively priced website converts Excel to 13F Information Table for 13F filing. We file attractively priced EDGAR 13F securities filings for financial advisors. This user-friendly online attractively priced website converts Excel to 13F Information Table for 13F filing. We provide quick and reliable EDGAR 13F filing service. It's a reasonably priced online 13F self-filing website.

We provide quick and reliable SEC 13F filing service. 13f.acii.com also prepares attractively priced Form 13F info table EDGAR filings for financial advisors. We also combine your 13F holdings list against the SEC 13F list. Our reasonably priced online website creates SEC 13F filing. We prepares attractively priced EDGAR Form 13F XML filings for financial advisors. Our reasonably priced online user-friendly facility creates 13F filing. 13f.acii.com is a SEC 13F filing service. Our user-friendly SaaS reasonably priced facility converts Excel to 13F Information Table for 13F filing. We is a EDGAR 13F filing service. It's a attractively priced online 13F self-filing website. We provide an inexpensive "Low-cost 13-F filing service" solution. It's a reasonably priced SaaS 13F self-filing website. We do reasonably priced Form 13F info table SEC filings. This user-friendly SaaS attractively priced facility converts Excel to 13F Information Table for 13F filing. We offer an easy-to-use "Online tools for 13-F XML creation" facility.

Our SaaS attractively priced website converts Excel to 13F Information Table for 13F filing. We also combine your 13F securities against the SEC 13F list. The filing deadline for SEC form 13F is 45 days. We filter your 13F securities against the SEC 13F list. Our SaaS reasonably priced facility converts Excel to 13F Information Table for 13F filing. We is a EDGAR Form 13F filing service. It's a reasonably priced PaaS 13F self-filing website. What about a user-friendly "Cost-effective 13-F filing support" platform? This attractively priced SaaS user-friendly website creates EDGAR 13F filing. We is a SEC Form 13F filing agent.

13f.acii.com files reasonably priced 13F info table EDGAR filings for portfolio managers. What about an easy-to-use "Affordable SEC 13F compliance solutions" facility? It's a attractively priced online 13F self-filing facility. We are a full-service SEC EDGAR Filing Agent, but also provide self-service tools for EDGAR 13F filing. Our PaaS attractively priced facility converts Excel to 13F XML for 13F filing. We also prepares reasonably priced SEC Form 13F filings for financial advisors.

Investment Managers 13F filing

The SEC 13F filing criteria is $100 million in managed assets. We also file attractively priced SEC Form 13F securities filings for portfolio managers. This online reasonably priced facility converts Excel to 13F Information Table for 13F filing. We is a SEC 13F filing vendor. Our attractively priced online user-friendly facility creates EDGAR 13F filing. We also file reasonably priced SEC Form 13F info table filings. It's a attractively priced SaaS 13F self-filing facility. Our service includes filter your holdings list for qualifying 13F securities. Our reasonably priced online user-friendly facility creates EDGAR 13F filing. We file reasonably priced SEC Form 13F info table filings for portfolio managers. This PaaS reasonably priced website converts Excel to 13F XML for 13F filing. We do attractively priced EDGAR 13F securities filings. Our user-friendly PaaS attractively priced facility converts Excel to 13F XML for 13F filing. We do attractively priced EDGAR Form 13F securities filings for portfolio managers. 13f.acii.com files attractively priced Form 13F EDGAR filings for financial advisors. We is a EDGAR 13F filing vendor. 13f.acii.com also prepares attractively priced SEC Form 13F filings.

We also do attractively priced Form 13F SEC filings. It's a attractively priced PaaS 13F self-filing facility. We is a EDGAR Form 13F filing agent. Meet 13F date with this reasonably priced 13F filing service.

We also do attractively priced EDGAR Form 13F securities filings for financial advisors.

This attractively priced PaaS website creates SEC 13F filing. We also prepares attractively priced Form 13F EDGAR filings for portfolio managers. Our user-friendly SaaS attractively priced website converts Excel to 13F Information Table for 13F filing. We clean your 13F securities against the SEC 13F list. This PaaS attractively priced facility converts Excel to 13F Information Table for 13F filing. Are you looking for a budget-friendly "XML data conversion for 13-F filings" capability? Our attractively priced PaaS user-friendly website creates EDGAR 13F filing. We files attractively priced Form 13F EDGAR filings for financial advisors. This online attractively priced facility converts Excel to 13F Information Table for 13F filing. Our service includes combine your securities for qualifying 13F securities. Our reasonably priced online website creates EDGAR 13F filing. We files attractively priced SEC 13F info table filings for financial advisors. This user-friendly online attractively priced facility converts Excel to 13F Information Table for 13F filing. We file reasonably priced Form 13F EDGAR filings for financial advisors.

This online attractively priced website converts Excel to 13F XML for 13F filing. Do you need an inexpensive "Low-cost 13-F filing service" solution? Our attractively priced PaaS user-friendly facility creates EDGAR 13F filing. Consider this a user-friendly "Cost-effective 13-F filing support" platform. Our user-friendly PaaS attractively priced website converts Excel to 13F Information Table for 13F filing. This includes a cost-effective "Low-cost Form 13-F filing solutions" website. This PaaS reasonably priced facility converts Excel to 13F Information Table for 13F filing. What about a user-friendly "XML format for 13-F securities" platform? This SaaS attractively priced facility converts Excel to 13F XML for 13F filing. 13f.acii.com is a EDGAR 13F filing agent. This PaaS reasonably priced website converts Excel to 13F Information Table for 13F filing. We offer a budget-friendly "Budget-friendly SEC 13F filing solution" capability. It's a attractively priced SaaS 13F self-filing website. We clean your 13F holdings list against the SEC 13F list. Our user-friendly online attractively priced website converts Excel to 13F XML for 13F filing. We also consolidate your 13F securities against the SEC 13F list. This user-friendly online reasonably priced website converts Excel to 13F XML for 13F filing.

We also filter your 13F holdings list against the SEC 13F list.

The 13F filing spec is $100 million in managed assets. We do attractively priced Form 13F EDGAR filings for financial advisors. It's a attractively priced PaaS 13F self-filing website. We file reasonably priced EDGAR Form 13F XML filings for financial advisors. 13f.acii.com also prepares attractively priced EDGAR Form 13F filings for portfolio managers. We provide quick and reliable 13F filing service. Our SaaS reasonably priced website converts Excel to 13F Information Table for 13F filing. This includes a user-friendly "XML format for 13-F securities" platform.

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a division of Advanced Computer Innovations, Inc. 70 Office Park Way • Pittsford, NY 14534-1746 (USA) Phone or Text: 585-310-1740 • Email: click here

SEC Form 13F

Investment Managers with $100 million or more in assets under management 1 must file SEC Form 13F to disclose qualifying holdings every quarter. This filing has 2 parts: 1. Cover sheet, which can be completed as an online form at the SEC filing website. 2. Information table detailing the qualifying securities in XML format. Companies must convert data from their spreadsheets into this format. If you need to file Form 13F, we’re here to help.

Full-Service, Self-Service or anything between

We’re flexible. If you like, we can take care of the entire filing for you, including preparing it and submitting it to the SEC. All you have to do is send us a list of your holdings in whatever form you have them. Or, you can opt to use our very cost-effective and easy-to-use web portal to generate the XML Information table, and then put together and submit the filing yourself.

Full-Service - let us do it all for you

As an SEC EDGAR Filing Agent with EDGAR credentials, we can handle the entire process of preparing and submitting your 13F filing. We can work with your information in whatever form you have it, be it a fully prepared information table or raw account statements from your brokerages. Our services include: Consolidation and aggregation of securities across accounts Filtering against the SEC list to identify qualifying securities CUSIP lookup Reporting for multiple managers Proper and accurate preparation of the XML Information Table, with guaranteed validation

The cost depends to some extent on how many holdings are reported, and whether or not aggregation and scrubbing is required. Our total fee for

preparing and submitting 13-F filings starts at under $250, and turnaround is same day!

We have been providing SEC EDGAR filing services since 1993. Please contact us to discuss your requirement, You’ll find us to be professional, reliable, very cost-effective and easy to work with.

Self-Service - use our Web-based 13F Information Table Portal  see video 

If you’d like to do your own cover sheet and submission, and only need help preparing the XML Information Table, our easy-to-use web-based portal is the ideal cost-effective solution. It scrubs 2 , aggregates 3 , filters and organizes 5 the securities in your raw spreadsheets, and creates the submission-ready XML table very inex,pensively with many benefits: No software to purchase, install and maintain No significant changes needed to your spreadsheets - you dont need to lay them out in any particular format No need to aggregate, scrub or filter holdings against the SEC 13F list - this service does it all for you No learning needed - this single page has all the instructions View the processed results at no charge - pay only to download the final XML file Very cost-effective - most filings are $100 to $125. All data and transactions secured by top-notch industry-standard TLS encryption It is the easiest-to-use and lowest-cost 13F solution in the industry. Click here to use this service or see how it works. Questions or need additional help? Email us, or call/text 585-310-1740.

Secure and Confidential

We are committed to security and confidentiality. Our web portal secures your upload and download, as well as payment and other details, with top-notch industry-standard TLS encryption, your holdings are not viewed by humans, and the files are deleted when done. ___________________________ 1  The threshold of $100 million or more refers to the market value at the end of each calendar month. Click here for detailed SEC guidelines. 2  Scrubbing securities in your raw spreadheet(s) means matching them against the SEC 13F list by CUSIP, checking if they are included, and standardizing the security name and type to match the SEC list. 3  Your raw spreadsheet(s) may repeat securities, e.g., in different accounts. Aggregating them refers to consolidating these line items. 4  Filtering the line items in your raw spreadsheet(s) means identifying those that are not in the SEC 13F list, and those that under threshold. 5  Organizing the securities in your raw spreadsheets refers to sorting them and laying them out as per the SEC Informaton Table requirements.
Copyright © Advanced Computer Innovations, Inc., 2024 Last updated 2024-05-28 EDGAR® and SEC® are trademarks of the U.S. Securities and Exchange Commission. Advanced Computer Innovations, Inc.'s products and services are not affiliated with or approved by the U.S. Securities and Exchange Commission.
SEC Form 13-F Filing Requirements and Deadlines
Home
13f.acii.com
a division of Advanced Computer Innovations, Inc. 70 Office Park Way • Pittsford, NY 14534-1746 (USA) Phone or Text: 585-310-1740 • Email: click here

SEC Form 13F

Investment Managers with $100 million or more in assets under management 1 must file SEC Form 13F to disclose qualifying holdings every quarter. This filing has 2 parts: 1. Cover sheet, which can be completed as an online form at the SEC filing website. 2. Information table detailing the qualifying securities in XML format. Companies must convert data from their spreadsheets into this format. If you need to file Form 13F, we’re here to help.

Full-Service, Self-Service or anything between

We’re flexible. If you like, we can take care of the entire filing for you, including preparing it and submitting it to the SEC. All you have to do is send us a list of your holdings in whatever form you have them. Or, you can opt to use our very cost-effective and easy-to-use web portal to generate the XML Information table, and then put together and submit the filing yourself.

Full-Service - let us do it all for you

As an SEC EDGAR Filing Agent with EDGAR credentials, we can handle the entire process of preparing and submitting your 13F filing. We can work with your information in whatever form you have it, be it a fully prepared information table or raw account statements from your brokerages. Our services include: Consolidation and aggregation of securities across accounts Filtering against the SEC list to identify qualifying securities CUSIP lookup Reporting for multiple managers Proper and accurate preparation of the XML Information Table, with guaranteed validation

The cost depends to some extent on how many holdings are reported, and whether or not

aggregation and scrubbing is required. Our total fee for preparing and submitting 13-F filings starts at

under $250, and turnaround is same day!

We have been providing SEC EDGAR filing services since 1993. Please contact us to discuss your requirement, You’ll find us to be professional, reliable, very cost-effective and easy to work with.

Self-Service - use our Web-based 13F Information Table Portal  see video 

If you’d like to do your own cover sheet and submission, and only need help preparing the XML Information Table, our easy-to-use web-based portal is the ideal cost-effective solution. It scrubs 2 , aggregates 3 , filters and organizes 5 the securities in your raw spreadsheets, and creates the submission-ready XML table very inex,pensively with many benefits: No software to purchase, install and maintain No significant changes needed to your spreadsheets - you dont need to lay them out in any particular format No need to aggregate, scrub or filter holdings against the SEC 13F list - this service does it all for you No learning needed - this single page has all the instructions View the processed results at no charge - pay only to download the final XML file Very cost-effective - most filings are $100 to $125. All data and transactions secured by top-notch industry-standard TLS encryption It is the easiest-to-use and lowest-cost 13F solution in the industry. Click here to use this service or see how it works. Questions or need additional help? Email us, or call/text 585-310-1740.

Secure and Confidential

We are committed to security and confidentiality. Our web portal secures your upload and download, as well as payment and other details, with top-notch industry-standard TLS encryption, your holdings are not viewed by humans, and the files are deleted when done. ___________________________ 1  The threshold of $100 million or more refers to the market value at the end of each calendar month. Click here for detailed SEC guidelines. 2  Scrubbing securities in your raw spreadheet(s) means matching them against the SEC 13F list by CUSIP, checking if they are included, and standardizing the security name and type to match the SEC list. 3  Your raw spreadsheet(s) may repeat securities, e.g., in different accounts. Aggregating them refers to consolidating these line items. 4  Filtering the line items in your raw spreadsheet(s) means identifying those that are not in the SEC 13F list, and those that under threshold. 5  Organizing the securities in your raw spreadsheets refers to sorting them and laying them out as per the SEC Informaton Table requirements.
Copyright © Advanced Computer Innovations, Inc., 2024 Last updated 2024-05-28 EDGAR® and SEC® are trademarks of the U.S. Securities and Exchange Commission. Advanced Computer Innovations, Inc.'s products and services are not affiliated with or approved by the U.S. Securities and Exchange Commission.
Home
13f.acii.com
a division of Advanced Computer Innovations, Inc. 70 Office Park Way • Pittsford, NY 14534-1746 (USA) Phone or Text: 585-310-1740 • Email: click here
Copyright © Advanced Computer Innovations, Inc., 2024 Last updated 2024-05-28 EDGAR® and SEC® are trademarks of the U.S. Securities and Exchange Commission. Advanced Computer Innovations, Inc.'s products and services are not affiliated with or approved by the U.S. Securities and Exchange Commission.

SEC Form 13F

Investment Managers with $100 million or more in assets under management 1 must file SEC Form 13F to disclose qualifying holdings every quarter. This filing has 2 parts: 1. Cover sheet, which can be completed as an online form at the SEC filing website. 2. Information table detailing the qualifying securities in XML format. Companies must convert data from their spreadsheets into this format. If you need to file Form 13F, we’re here to help.

Full-Service, Self-Service or anything

between

We’re flexible. If you like, we can take care of the entire filing for you, including preparing it and submitting it to the SEC. All you have to do is send us a list of your holdings in whatever form you have them. Or, you can opt to use our very cost-effective and easy-to-use web portal to generate the XML Information table, and then put together and submit the filing yourself.

Full-Service - let us do it all for you

As an SEC EDGAR Filing Agent with EDGAR credentials, we can handle the entire process of preparing and submitting your 13F filing. We can work with your information in whatever form you have it, be it a fully prepared information table or raw account statements from your brokerages. Our services include: Consolidation and aggregation of securities across accounts Filtering against the SEC list to identify qualifying securities CUSIP lookup Reporting for multiple managers Proper and accurate preparation of the XML Information Table, with guaranteed validation

The cost depends to some extent on how many

holdings are reported, and whether or not

aggregation and scrubbing is required. Our total

fee for preparing and submitting 13-F filings

starts at under $250, and turnaround is same

day!

We have been providing SEC EDGAR filing services since 1993. Please contact us to discuss your requirement, You’ll find us to be professional, reliable, very cost-effective and easy to work with.

Self-Service - use our Web-based 13F

Information Table Portal  see video 

If you’d like to do your own cover sheet and submission, and only need help preparing the XML Information Table, our easy-to-use web-based portal is the ideal cost-effective solution. It scrubs 2 , aggregates 3 , filters and organizes 5 the securities in your raw spreadsheets, and creates the submission-ready XML table very inex,pensively with many benefits: No software to purchase, install and maintain No significant changes needed to your spreadsheets - you dont need to lay them out in any particular format No need to aggregate, scrub or filter holdings against the SEC 13F list - this service does it all for you No learning needed - this single page has all the instructions View the processed results at no charge - pay only to download the final XML file Very cost-effective - most filings are $100 to $125. All data and transactions secured by top- notch industry-standard TLS encryption It is the easiest-to-use and lowest-cost 13F solution in the industry. Click here to use this service or see how it works. Questions or need additional help? Email us, or call/text 585-310-1740.

Secure and Confidential

We are committed to security and confidentiality. Our web portal secures your upload and download, as well as payment and other details, with top-notch industry-standard TLS encryption, your holdings are not viewed by humans, and the files are deleted when done. ___________________________ 1  The threshold of $100 million or more refers to the market value at the end of each calendar month. Click here for detailed SEC guidelines. 2  Scrubbing securities in your raw spreadheet(s) means matching them against the SEC 13F list by CUSIP, checking if they are included, and standardizing the security name and type to match the SEC list. 3  Your raw spreadsheet(s) may repeat securities, e.g., in different accounts. Aggregating them refers to consolidating these line items. 4  Filtering the line items in your raw spreadsheet(s) means identifying those that are not in the SEC 13F list, and those that under threshold. 5  Organizing the securities in your raw spreadsheets refers to sorting them and laying them out as per the SEC Informaton Table requirements.