News & Resources

Whether you want to read the full article, or just get a quick overview that includes what it means for you, you’ll find the latest SEC-related news here.

EDGAR Release 26.3: What Form 13F and XBRL Filers Need to Know

On September 14, 2026, the SEC deployed EDGAR Release 26.3, which corrects the Form 13F and 13F-CTR submission templates and retires the 2024 XBRL taxonomies. Here's what changed and what filers should do next.

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Proposed Amendments to Reporting and Disclosure Requirements

The SEC proposed a new set of amendments to mutual fund and exchange-traded fund disclosure requirements.

SEC Adopts Rule Amendments on Proxy Voting Process

The SEC adopted rule amendments issuing additional guidance on proxy voting responsibilities of investment advisers.

SEC Proposes Changes to Form 13F

The SEC proposed amendments to Form 13F reporting. The changes would affect the filing threshold for institutional advisers and several other requirements.

Final Rule: SEC to Modernize Closed-End Fund Requirements

On April 8, 2020, the SEC adopted a new final rule which will modernize closed end fund reporting requirements.

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