13F

Filings and share structure

The quarterly list of US stock holdings every manager with over $100 million files.

How it is worked out

Filed up to 45 days after each quarter end, with the shares and their value.

How to read it

  • It shows what a fund held at the quarter's end, not what it holds today. It shows no short positions.

Example

Berkshire's 13F for the quarter to 30 June is due by mid-August.

Related terms

Related pages

The other pages on US stocks, free to read. On the company pages, the last three fiscal years are open to everyone, five with a free account, and every year with Ploutos Investor.

US stocksThe market today, the sectors, the largest companies and the week's results.The market's sectorsThe 11 sectors side by side: returns, share of the market, median P/E and dividend.Compare stocksTwo companies side by side: price over up to ten years, with and without dividends, and every figure.US dividend stocksEach dividend's yield next to whether the company's cash covers it and whether it was ever cut.

Explanations of terms for learning, with examples from SEC filings.