Data

Coverage and refresh

Source: SEC Form 13F data sets, published quarterly as seven tab-delimited tables keyed on accession number. Every filing is kept, including amendments. Adviser links use the SEC's monthly registered investment adviser file. A new release is checked for after each February, May, August and November release.

Release (filing window)FilingsFilers (CIK)Periods of reportLatest filing dateHoldings rowsLoaded
01sep2025-30nov202510,4229,8592018-09-30 → 2025-09-302025-11-26Summary onlyin progress
01jun2026-31aug202611,85210,8072001-09-30 → 2026-06-302026-08-31Summary onlyin progress