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
02 Oct, 2026

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.

Flash Reports
22 Apr, 2025

Frequently Asked Questions: Schedule 13G and 13D

In October 2023, the SEC published amendments to the Securities Exchange Act of 1934 (the “Act”) under Sections 13(d) and 13(g) to require market participants to provide more timely beneficial ownership positions using new technical reporting requirements to better meet the needs of investors.

Flash Reports
21 Apr, 2025

SEC Releases New Extension Dates for Form N-PORT and N-CEN Reporting on Open-End Fund Liquidity Risk

The SEC announced the adoption of amendments to reporting requirements for Forms N-PORT and N-CEN in its final rule relating to certain registered investment companies.

Flash Reports
03 Apr, 2025

Republican Members of House Financial Services Committee Outline Biden-Harris Era SEC Rules that Should be Withdrawn

On March 31, 2025, Chairman French Hill and all of the Republican members of the House Financial Services Committee sent interagency letters requesting the rescission, modification, or re-proposal of specific Biden-Harris administration actions to the Consumer Financial Protection Bureau, the Federal Deposit Insurance Corporation, the Federal Reserve, the Office of the Comptroller of the Currency, and the Securities and Exchange Commission (SEC).

Flash Reports
24 Mar, 2025

EDGAR Next Enrollment is Officially Open

The new EDGAR Filer Management dashboard is now live. Filers have 6 months to enroll before compliance is required.

Resources
20 Mar, 2025

Helpful Links

We’ve rounded up some helpful links so you can quickly access the information you need.

Flash Reports
18 Mar, 2025

Compliance Dates for Amendments to Investment Company Names Rule to be Extended

On March 14, 2025, the SEC announced that the compliance date for the amendments to the Investment Company Act or “Names Rule” will be extended to June 11, 2026.

Flash Reports
18 Mar, 2025

Updates to Fee-Related EDGAR Filings

The SEC announced on March 14, 2025, that fee-related filings submitted after 5:30 p.m. ET but before 10:00 p.m. ET will be accepted the same day starting April 14, 2025, provided they pass the necessary validation tests.

Flash Reports
04 Mar, 2025

Rescheduled: New Filing Fee Fedwire Payment Format

The SEC released an announcement on February 7, 2025 that Fedwire Funds services will transition to the ISO 20022 message format starting on March 10, 2025.

Flash Reports
10 Feb, 2025

Form SHO Deadline Pushed Back to 2026

The SEC issued a press release on Friday, February 7th, with a decision to provide a temporary exemption from compliance with Rule 13f-2 and Form SHO reporting until 2026. As a result of the exemption, the first reporting period will now be January 2026.

Flash Reports
07 Feb, 2025

New Filing Fee Fedwire Payment Format in EDGAR Effective March 10, 2025