Our regulatory specialists and proprietary filing technology work together to simplify the entire process, from data intake to SEC-ready XML submission. Whether you’re a seasoned filer or preparing your first Form 13F, our team ensures your filing is accurate, compliant, and delivered on time.
End-to-End 13F Filing Support
Our full-service 13F solution includes:
You get technology plus hands-on service, reducing risk and simplifying the process.
Optional Add-On: 13F Securities Validation & Scrubbing
Reduce risk even further with our enhanced securities review service.
We can filter your list of securities (based on CUSIP numbers) to identify and highlight the following:
This proactive validation helps prevent errors before submission—saving time, stress, and potential regulatory follow-ups.
Talk With a 13F Specialist
Ready to simplify your next filing?
Contact us today to speak with a regulatory expert or request a demonstration of our 13F software.
On July 16, 2026, the SEC proposed Regulation E-Delivery (“Reg E-Delivery”), a new rule that would establish a comprehensive framework permitting, but not requiring, electronic delivery (“e-delivery”) as the default method for providing required disclosures and reports under the federal securities laws.
The SEC has taken a concrete step toward making electronic delivery the default method for investor disclosures. On June 22, 2026, the Commission submitted a draft rule titled “Electronic Delivery of Information Under the Federal Securities Laws” to the Office of Information and Regulatory Affairs (OIRA) within the Office of Management and Budget (OMB) — the final stop in the federal rulemaking process before a proposal is published for public comment.
