Form 13F Filings
Handle your SEC Form 13F filings the easy way. Colonial Filings takes the complexity out of 13F reporting so you can focus on managing your investments without the filing headaches.
About Form 13F Filings
Our Form 13F Filing Services
Colonial Filings provides EDGAR filing services to help institutional investment managers submit Form 13F reports to the Securities and Exchange Commission (SEC).
Our team can help streamline the electronic filing process, from preparing the filing for submission to reviewing the proof and providing filing confirmation.
Contact Colonial Filings to discuss your reporting requirements, available services, pricing, and turnaround time.
First-Time Form 13F Filers
Preparing your first Form 13F filing can involve understanding SEC reporting requirements, identifying reportable securities, and ensuring that the required information is submitted in the correct format.
Colonial Filings can help you understand the filing process and the information needed to prepare your submission. Contact our team to discuss your reporting obligations, EDGAR access requirements, and filing timeline.
Form 13F Data Review and Filing Preparation
Accurate securities information is essential when preparing a Form 13F report. Before submission, institutional investment managers should verify that their holdings information is complete and consistent with SEC requirements.
The review may include checking:
- CUSIP identifiers and security descriptions.
- Issuer names and titles of classes.
- Reportable securities against the SEC’s Official List of Section 13(f) Securities.
- Share amounts, market values, and other required information.
- The completeness and formatting of the required filing documents
Ask Colonial Filings about available data review, validation, and filing preparation services
Our Form 13F Filing Services
Colonial Filings can file your Form 13F on your behalf to the SEC which costs $125. We will prepare an EDGAR-converted proof for your approval. We can file this within 1-2 hours turnaround time.
Benefits of Filing Form 13F with Colonial Filings
Choosing Colonial Filings for your Form 13F submission ensures a seamless, secure, and reliable filing experience. Our dedicated EDGAR filing agents understand SEC Form 13F requirements and help institutional investment managers navigate the filing process with confidence. Here’s what sets us apart:
EDGAR Filing Support
Get assistance with the electronic filing process and the requirements for submitting Form 13F reports through the SEC's EDGAR system.
Support for First-Time Filers
Understand the steps involved in preparing your first Form 13F submission, including applicable EDGAR access requirements.
Expert Support
Our experienced professionals guide you through each step of the EDGAR filing process, including generating your EDGAR access codes if needed.
Quarterly Filing Assistance
Plan ahead for recurring reporting deadlines and discuss support for subsequent quarterly filings.
Filing Confirmation
Receive filing status and confirmation information based on the SEC's response to your submission.
Error-Free Compliance
Every filing is reviewed for formatting, completeness, and compliance before submission.
Our Form 13F Filing Process
Filing your Form D doesn’t have to be confusing. Here’s how we streamline the process from start to finish:
Step 1: Information Collection
Provide the required holdings information and filing details for the applicable reporting period.
Step 2: Preparation and Formatting
The filing is prepared using the information provided and formatted according to the applicable SEC EDGAR requirements.
Step 3: Proof Review and Approval
Review the prepared filing, where a proof is provided, and approve the submission after verifying the reported information.
Step 4: SEC Submission and Confirmation
Once authorized, the filing is submitted electronically to the SEC. Filing confirmation is provided based on the SEC’s response.
Form 13F Filing Deadlines
Institutional investment managers that meet the applicable $100 million reporting threshold must generally file Form 13F within 45 days after the end of the calendar year in which the threshold is met, followed by reports for the first three calendar quarters of the subsequent year.
The standard reporting deadlines are generally February 14, May 15, August 14, and November 14, subject to adjustments when a deadline falls on a weekend or federal holiday.
For example, the SEC’s published schedule sets November 16, 2026, as the deadline for the third-quarter 2026 report and February 16, 2027, as the deadline for the fourth-quarter 2026 report.
Managers should verify the applicable deadline for each reporting period and allow sufficient time to prepare and submit their reports.
Get Started With Your Form 13F Filing
Whether you are filing your initial Form 13F or seeking reliable, efficient compliance support, Colonial Filings is here to help.
We offer streamlined Form 13F filing services for only $125.
- Contact us at 801-521-5301 or click below.
Frequently Asked Questions
Here are some frequently asked questions (FAQs) about Form 13F filings, including when they must be filed, who needs to file them, and how they are submitted electronically through the SEC’s EDGAR (Electronic Data Gathering, Analysis, and Retrieval) system in connection with Regulation D exempt offerings
What Information is required for Form 13F?
Form 13F includes a cover page, a summary page, and an information table containing the required details about reportable securities holdings. The filing must comply with the SEC’s applicable electronic filing specifications.
Does Form 13F require an XML Filing?
Yes. Form 13F submissions must follow the SEC’s applicable EDGAR XML technical specifications. Filers can use the SEC’s online filing process or prepare the filing according to the applicable specifications.
What should I check before submitting Form 13F?
Verify that the holdings information is accurate, reportable securities are properly identified, security identifiers and descriptions are consistent, and all required filing components are complete.
Can I receive help with recurring Form 13F filings?
Contact Colonial Filings to discuss assistance with quarterly reporting, filing preparation, and electronic submission.
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