13F Filing Solutions

Consider this a user-friendly "SEC EDGAR 13F filing service" platform. 13f.acii.com also prepares reasonably priced EDGAR Form 13F securities filings. We provide an inexpensive "Affordable SEC 13F compliance solutions" solution. Our user-friendly PaaS reasonably priced facility converts Excel to 13F Information Table for 13F filing. We is a SEC 13F filing agent. Our attractively priced PaaS website creates SEC 13F filing. We also do reasonably priced SEC Form 13F securities filings. This attractively priced PaaS user-friendly website creates SEC 13F filing. We is a SEC Form 13F filing vendor. It's a reasonably priced online 13F self-filing facility. Do you need an affordable "Online 13-F filing platform" tool? It's a attractively priced online 13F self-filing website. Are you looking for a budget-friendly "Investment manager SEC reporting" capability? 13f.acii.com prepares reasonably priced Form 13F info table SEC filings for portfolio managers. We offer an easy-to-use "SEC Form 13-F submission assistance" facility. Our reasonably priced PaaS facility creates EDGAR 13F filing. Our service includes filter your holdings list for qualifying 13F securities. Our attractively priced online user-friendly website creates 13F filing. Consider this a user-friendly "Affordable 13F regulatory filing software" platform. We prepares attractively priced EDGAR 13F filings for financial advisors. Consider this a cost-effective "Portfolio disclosure software" website. We do reasonably priced Form 13F info table SEC filings. We provide an easy-to-use "Form 13-F filing service" facility. Our user-friendly online reasonably priced website converts Excel to 13F Information Table for 13F filing. Our service includes consolidate your securities for qualifying 13F securities. We also prepares reasonably priced Form 13F info table EDGAR filings. We also filter your 13F securities against the SEC 13F list. Our attractively priced PaaS website creates EDGAR 13F filing. We offer an easy-to-use "Low-cost Form 13-F filing solutions" facility. This user-friendly SaaS attractively priced facility converts Excel to 13F XML for 13F filing. 13f.acii.com is a SEC 13F filing agent. We prepares reasonably priced Form 13F info table EDGAR filings for portfolio managers. We provide quick and reliable SEC 13F filing service. The SEC 13F filing criteria is $100 million in managed assets. Our service includes combine your securities for qualifying 13F securities. We files attractively priced 13F securities SEC filings for financial advisors. Do you need an inexpensive "Filing 13-F with SEC online" solution? It's a reasonably priced SaaS 13F self-filing facility. This includes a cost-effective "Low-cost 13-F filing service" website. We file attractively priced Form 13F XML SEC filings for financial advisors. 13f.acii.com is a SEC Form 13F filing service. This PaaS attractively priced website converts Excel to 13F Information Table for 13F filing.

This includes a cost-effective "Affordable SEC 13F filing solution" website.

Our attractively priced SaaS website creates EDGAR 13F filing. We also clean your 13F holdings list against the SEC 13F list. Our online attractively priced facility converts Excel to 13F Information Table for 13F filing. Do you need an inexpensive "13-F filing automation services" solution? This user-friendly SaaS attractively priced website converts Excel to 13F Information Table for 13F filing. Do you need an affordable "SEC reporting solutions for investment advisors" tool?

We also file reasonably priced EDGAR 13F info table filings. We offer a budget-friendly "SEC 13F filing software" capability. This attractively priced PaaS user-friendly facility creates 13F filing. Do you need an inexpensive "Affordable SEC 13F compliance solutions" solution? We do reasonably priced Form 13F info table EDGAR filings for portfolio managers. We provide an inexpensive "Investment portfolio reporting software" solution. The filing deadline for form 13F is 45 days. Are you looking for a cost-effective "XML format for 13-F securities" website? We prepares attractively priced Form 13F securities EDGAR filings.

We also consolidate your 13F securities against the SEC 13F list. It's a reasonably priced PaaS 13F self-filing facility. Do you need an inexpensive "Investment portfolio reporting software" solution? It's a attractively priced PaaS 13F self-filing website. We offer an easy-to-use "Automated SEC 13F reporting tool" facility. We do reasonably priced EDGAR Form 13F securities filings for financial advisors. We is a SEC Form 13F filing agent. This PaaS attractively priced facility converts Excel to 13F Information Table for 13F filing.

13f.acii.com is a EDGAR Form 13F filing vendor.

Our user-friendly online attractively priced facility converts Excel to 13F XML for 13F filing. We are a full-service SEC EDGAR Filing Agent, but also provide self-service tools for EDGAR 13F filing.

Filing Agent for EDGAR 13F filings

Our user-friendly SaaS reasonably priced website converts Excel to 13F Information Table for 13F filing. We also do reasonably priced 13F SEC filings for financial advisors. We also do attractively priced Form 13F securities SEC filings for portfolio managers. Are you looking for a budget-friendly "XML conversion and submission services" capability? It's a reasonably priced SaaS 13F self-filing website. We provide quick and reliable 13F filing service. We file reasonably priced EDGAR Form 13F securities filings. We is a SEC 13F filing vendor.

Our online attractively priced website converts Excel to 13F XML for 13F filing.

We is a EDGAR Form 13F filing service. Our attractively priced online user-friendly facility creates EDGAR 13F filing. We also do reasonably priced SEC Form 13F filings for financial advisors. We files attractively priced 13F info table SEC filings.

We also combine your 13F holdings list against the SEC 13F list. Our attractively priced online facility creates SEC 13F filing. Consider this an affordable "Online 13-F filing platform" tool. 13f.acii.com prepares attractively priced EDGAR Form 13F XML filings for financial advisors. What about an easy-to-use "SEC Form 13-F submission assistance" facility? This user-friendly PaaS attractively priced facility converts Excel to 13F XML for 13F filing. We provide an inexpensive "SEC fom 13F compliance software" solution. This attractively priced SaaS user-friendly website creates EDGAR 13F filing.

We is a EDGAR Form 13F filing vendor. Our user-friendly online attractively priced website converts Excel to 13F Information Table for 13F filing. We is a EDGAR Form 13F filing agent. This user-friendly PaaS attractively priced facility converts Excel to 13F Information Table for 13F filing.

We also do attractively priced EDGAR 13F securities filings for portfolio managers. Our online attractively priced website converts Excel to 13F Information Table for 13F filing. We also do attractively priced SEC 13F XML filings for portfolio managers. Meet 13F deadline with this reasonably priced 13F filing service. We provide quick and reliable EDGAR 13F filing service. This reasonably priced SaaS user-friendly website creates EDGAR 13F filing.

Consider this a cost-effective "13-F filing platform for asset managers" website. We also file attractively priced Form 13F info table SEC filings. 13f.acii.com is a SEC Form 13F filing vendor. We file attractively priced Form 13F securities EDGAR filings for portfolio managers. Consider this a user-friendly "Investment portfolio data conversion" platform. We file reasonably priced EDGAR 13F info table filings. We is a SEC Form 13F filing service. Our user-friendly PaaS attractively priced website converts Excel to 13F Information Table for 13F filing. We provide a budget-friendly "Compliance software for investment managers" capability. It's a reasonably priced online 13F self-filing website. We is a EDGAR 13F filing agent. Meet 13F deadline with this attractively priced 13F filing service. We are a full-service SEC EDGAR Filing Agent, but also provide self-service tools for 13F filing.

We also file attractively priced EDGAR Form 13F XML filings for financial advisors. We combine your 13F holdings list against the SEC 13F list. This attractively priced online user-friendly facility creates EDGAR 13F filing. We offer a budget-friendly "Investment manager SEC reporting" capability. 13f.acii.com prepares reasonably priced EDGAR Form 13F XML filings. This includes a user-friendly "Cost-effective 13-F filing support" platform. The filing deadline for SEC form 13F is 45 days. Are you looking for a budget-friendly "Compliance software for investment managers" capability? This reasonably priced PaaS facility creates EDGAR 13F filing. 13f.acii.com is a SEC 13F filing vendor. 13f.acii.com also prepares reasonably priced SEC 13F info table filings for financial advisors. What about an easy-to-use "XML formatting for financial disclosures" facility? We do reasonably priced Form 13F SEC filings for portfolio managers. This includes a cost-effective "SEC Form 13-F reporting provider" website. It's a attractively priced online 13F self-filing facility. We provide a budget-friendly "Online Form 13-F submission" capability. We also prepares reasonably priced SEC Form 13F filings for financial advisors.

We provide an easy-to-use "XML formatting for financial disclosures" facility. Our user-friendly online reasonably priced facility converts Excel to 13F Information Table for 13F filing. We also do attractively priced EDGAR Form 13F info table filings for financial advisors. We also files attractively priced SEC 13F securities filings for financial advisors. What about an easy-to-use "Form 13-F filing service" facility? This attractively priced SaaS facility creates SEC 13F filing.

Consider this an affordable "Budget-friendly SEC 13F filing solution" tool. Our SaaS reasonably priced facility converts Excel to 13F XML for 13F filing. Are you looking for a cost-effective "Low-cost 13-F filing service" website?

SEC 13F Mandate

This attractively priced PaaS facility creates SEC 13F filing. What about an easy-to-use "Automated SEC 13F reporting tool" facility? Our SaaS attractively priced website converts Excel to 13F Information Table for 13F filing. Are you looking for a cost-effective "13-F filing platform for asset managers" website? The 13F filing spec is $100 million in managed assets.

13f.acii.com is a EDGAR 13F filing service.

This user-friendly PaaS reasonably priced facility converts Excel to 13F Information Table for 13F filing. What about a user-friendly "Affordable 13F regulatory filing software" platform? Meet 13F date with this attractively priced 13F filing service. We offer an inexpensive "13-F filing automation services" solution. We file reasonably priced Form 13F securities SEC filings for portfolio managers. We also consolidate your 13F holdings list against the SEC 13F list. Our PaaS attractively priced facility converts Excel to 13F XML for 13F filing. Are you looking for a cost-effective "Portfolio disclosure software" website? We also file attractively priced SEC 13F filings. What about a user-friendly "SEC EDGAR 13F filing service" platform? 13f.acii.com prepares attractively priced Form 13F SEC filings for portfolio managers. We clean your 13F securities against the SEC 13F list. Our attractively priced SaaS user-friendly website creates 13F filing. Do you need an inexpensive "Online tools for 13-F XML creation" solution? We also prepares attractively priced EDGAR Form 13F securities filings for financial advisors. Are you looking for a budget-friendly "Online Form 13-F submission" capability? Meet 13F deadline with this reasonably priced user-friendly 13F filing service. Do you need an affordable "Budget-friendly SEC 13F filing solution" tool?

This user-friendly online reasonably priced website converts Excel to 13F XML for 13F filing. We also do reasonably priced Form 13F securities EDGAR filings. Our user-friendly PaaS attractively priced facility converts Excel to 13F XML for 13F filing. Do you need an affordable "Regulatory reporting for investment firms" tool? Meet 13F date with this reasonably priced user-friendly 13F filing service. Our service includes filter your securities for qualifying 13F securities. Our reasonably priced online facility creates 13F filing. We also combine your 13F securities against the SEC 13F list. Meet 13F date with this attractively priced user-friendly 13F filing service. 13f.acii.com is a EDGAR Form 13F filing agent. Our reasonably priced SaaS user-friendly facility creates 13F filing. We provide an easy-to-use "13-F Financial data reporting to SEC" facility. This attractively priced SaaS user-friendly website creates 13F filing. This includes an affordable "13-F XML filing tool" tool. This user-friendly PaaS reasonably priced facility converts Excel to 13F XML for 13F filing. This includes an affordable "Investment manager reporting tools" tool. 13f.acii.com also files reasonably priced 13F info table SEC filings for financial advisors. What about a user-friendly "Online SEC filing for investment professionals" platform? Our online reasonably priced website converts Excel to 13F XML for 13F filing. 13f.acii.com is a EDGAR 13F filing agent. Meet 13F deadline with this attractively priced user-friendly 13F filing service. We provide an easy-to-use "Regulatory 13F filing assistance" facility. Our user-friendly SaaS attractively priced facility converts Excel to 13F Information Table for 13F filing. Are you looking for a budget-friendly "SEC 13F filing software" capability?

Meet 13F date with this reasonably priced 13F filing service. We are a full-service SEC EDGAR Filing Agent, but also provide a self-service platform for 13F filing. This user-friendly PaaS attractively priced website converts Excel to 13F XML for 13F filing. Our service includes clean your securities for qualifying 13F securities. Our attractively priced PaaS user-friendly website creates SEC 13F filing. Consider this an affordable "SEC reporting solutions for investment advisors" tool. This SaaS attractively priced facility converts Excel to 13F Information Table for 13F filing.

Consider this a cost-effective "XML format for 13-F securities" website. We prepares reasonably priced 13F info table EDGAR filings. We also filter your 13F holdings list against the SEC 13F list. We also file attractively priced Form 13F securities SEC filings for financial advisors. We offer an inexpensive "Online tools for 13-F XML creation" solution. This reasonably priced online user-friendly website creates 13F filing. We also clean your 13F securities against the SEC 13F list. Our reasonably priced PaaS website creates SEC 13F filing. Are you looking for a budget-friendly "13F Financial disclosure software" capability? This reasonably priced online user-friendly website creates SEC 13F filing. What about an easy-to-use "Low-cost Form 13-F filing solutions" facility? This user-friendly online attractively priced website converts Excel to 13F Information Table for 13F filing.

We combine your 13F securities against the SEC 13F list.

It's a attractively priced SaaS 13F self-filing facility. Do you need an affordable "13-F filing automation services" tool?

Investment Managers 13F filing

This attractively priced SaaS facility creates 13F filing. We consolidate your 13F securities against the SEC 13F list. Our SaaS attractively priced facility converts Excel to 13F XML for 13F filing. 13f.acii.com is a SEC 13F filing service. Our user-friendly online reasonably priced website converts Excel to 13F XML for 13F filing. What about a user-friendly "XML conversion for 13-F" platform? This SaaS reasonably priced facility converts Excel to 13F XML for 13F filing. Do you need an inexpensive "XML data conversion for 13-F filings" solution? It converts Excel to 13F filing. We is a SEC 13F filing service. Our attractively priced online facility creates EDGAR 13F filing. Do you need an affordable "13-F XML filing tool" tool? Our online reasonably priced facility converts Excel to 13F Information Table for 13F filing. Are you looking for a cost-effective "SEC Form 13-F reporting provider" website? It's a attractively priced PaaS 13F self-filing facility. We are a full-service SEC EDGAR Filing Agent, but also provide self-service tools for SEC 13F filing. This reasonably priced online website creates SEC 13F filing. We filter your 13F holdings list against the SEC 13F list. The 13F filing criteria is $100 million in managed assets. Are you looking for a cost-effective "Affordable SEC 13F filing solution" website? We also file attractively priced 13F XML EDGAR filings. What about a user-friendly "Cost-effective 13-F filing support" platform?

Our user-friendly PaaS reasonably priced website converts Excel to 13F Information Table for 13F filing. We offer an inexpensive "Filing 13-F with SEC online" solution. It's a reasonably priced PaaS 13F self-filing website. We is a EDGAR 13F filing service. Our user-friendly SaaS reasonably priced facility converts Excel to 13F Information Table for 13F filing. Are you looking for a cost-effective "Financial data XML conversion service" website? We file reasonably priced Form 13F XML EDGAR filings for portfolio managers. 13f.acii.com is a EDGAR Form 13F filing service. This attractively priced PaaS website creates SEC 13F filing. We also do attractively priced SEC 13F securities filings for financial advisors.

The filing deadline for EDGAR form 13F is 45 days.

Consider this a cost-effective "Financial data XML conversion service" website. We also file attractively priced 13F securities EDGAR filings for portfolio managers. Do you need an inexpensive "SEC fom 13F compliance software" solution? We also file reasonably priced EDGAR 13F filings for portfolio managers. What about a user-friendly "Investment portfolio data conversion" platform? Our user-friendly online attractively priced website converts Excel to 13F XML for 13F filing. 13f.acii.com is a EDGAR 13F filing vendor. The SEC 13F filing spec is $100 million in managed assets. We filter your 13F securities against the SEC 13F list. 13f.acii.com files reasonably priced EDGAR Form 13F info table filings for portfolio managers. We consolidate your 13F holdings list against the SEC 13F list. This SaaS attractively priced website converts Excel to 13F XML for 13F filing.

We clean your 13F holdings list against the SEC 13F list. We also prepares reasonably priced Form 13F securities EDGAR filings for financial advisors. This includes a user-friendly "XML conversion for 13-F" platform. We file reasonably priced EDGAR 13F XML filings for financial advisors. This includes an affordable "Regulatory reporting for investment firms" tool. Our reasonably priced PaaS user-friendly website creates EDGAR 13F filing. What about an easy-to-use "13-F Financial data reporting to SEC" facility? This user-friendly SaaS attractively priced website converts Excel to 13F XML for 13F filing. This includes a user-friendly "Online SEC filing for investment professionals" platform.

We also file reasonably priced SEC 13F securities filings for portfolio managers. Our service includes combine your holdings list for qualifying 13F securities. 13f.acii.com also files reasonably priced SEC Form 13F securities filings. 13f.acii.com is a SEC Form 13F filing agent. Our attractively priced PaaS facility creates 13F filing. Do you need an affordable "Investment manager reporting tools" tool? The EDGAR 13F filing spec is $100 million in managed assets. We offer a budget-friendly "13F Financial disclosure software" capability. This reasonably priced SaaS facility creates EDGAR 13F filing. Our service includes clean your holdings list for qualifying 13F securities. It's a attractively priced SaaS 13F self-filing website. We provide a budget-friendly "XML conversion and submission services" capability. We file attractively priced EDGAR 13F securities filings. We is a EDGAR 13F filing vendor. This user-friendly online attractively priced website converts Excel to 13F XML for 13F filing. We offer an inexpensive "XML data conversion for 13-F filings" solution. The EDGAR 13F filing criteria is $100 million in managed assets. Our service includes consolidate your holdings list for qualifying 13F securities. Our PaaS reasonably priced website converts Excel to 13F Information Table for 13F filing.

What about an easy-to-use "Regulatory 13F filing assistance" facility? This user-friendly online reasonably priced facility converts Excel to 13F XML for 13F filing. This includes an affordable "13-F filing automation services" tool.

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 2024-02-21 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 2024-02-21 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 2024-02-21 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.