Form 13F Filing Services | Expert-Led SEC Reporting

Our Form 13F filing services combine regulatory expertise with proprietary technology to help investment managers meet SEC requirements accurately and efficiently. From first-time filers to complex institutional portfolios, we guide you through every step of the 13F process.

Get properly formatted, validated XML, ready for submission.

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Complete 13F Filing Support

We deliver end-to-end solutions for SEC 13F reporting, including:

• Data intake from nearly any file format
• Automated creation of SEC-compliant XML
• Expert review by regulatory specialists
• First-time filer guidance
• Ongoing support each reporting cycle

Our process is built to simplify the process.

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New to 13F Filings? We’ve Got You Covered.

If you’re preparing your first Form 13F, our team will:

• Explain SEC requirements and thresholds
• Review your holdings data
• Identify reportable securities
• Flag potential issues before submission
• Ensure your filing is complete and compliant

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Advanced 13F Securities Validation

For additional peace of mind, our securities scrubbing service identifies:

• Securities with incomplete, missing, or invalid CUSIPs
• Non-reportable securities
• Holdings below SEC thresholds
• Issuer name discrepancies
• Title-of-class mismatches

This enhanced review saves time and helps reduce regulatory risk.

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Why Firms Trust Us for 13F Filings

• Dedicated regulatory experts
• Purpose-built 13F software
• SEC-ready XML generation
• Proven experience with first-time filers
• Reliable, deadline-driven execution

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Request a Demo or Speak with a Regulatory Expert

Let us handle your Form 13F filing—so you can focus on managing investments.

Contact us today to get started.