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SEC Filing Dates: Calendar vs Fiscal Year
A clear guide to why 13F report dates, company fiscal quarters, and filing deadlines can point to different time periods.
Sarah Mitchell
Updated Jun 20, 2026 · 2187 articles
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Research, news and field guides on institutional positioning. Powered by real SEC filings — 13F, 13D/G, Form 4.
Sorted by most recent · 2187 results
June 20, 2026
Jun 20Learn
How 13F CUSIPs Map to Real Stocks
Learn how to turn a 13F filing row into a real stock read: CUSIP, ticker, shares, market value, SH/PRN, and PUT/CALL notation.
Sarah MitchellJun 20Learn
13F vs N-PORT/N-Q: Which Filing to Use
Form 13F, Form N-PORT, and legacy Form N-Q answer different portfolio questions. Learn which SEC filing fits hedge funds, mutual funds, ETFs, and asset-class analysis.
Sarah MitchellJun 20Learn
13D vs 13G Filings: Active vs Passive Owners
Learn how Schedule 13D and Schedule 13G disclose 5% beneficial ownership, why intent matters, and how each filing connects to 13F data.
Sarah MitchellJun 20Research
Polar Capital Q1: $28.16B Tech-Growth Book
Polar Capital Holdings Plc’s 2026Q1 13F shows a $28.16B US equity book led by Alphabet, Apple, Nvidia and Microsoft, with AI infrastructure names deepening the growth sleeve.
Marcus ChenJun 20Research
PSP Investments Q1: $32.12B Public Equity Book
PSP Investments reported a $32.12B 2026Q1 public equity book led by NVDA, MSFT, and AAPL, with a diversified tail still dominating the 13F.
Marcus ChenJun 20Research
Ohio PERS Q1: Nvidia Leads $30.92B Book
Ohio PERS reported a $30.92B Q1 2026 13F book led by NVDA, AAPL and MSFT, showing pension-scale AI exposure with a broad tail.
Marcus ChenJun 20Research
Gates Foundation Trust Q1: $31.67B Barbell
Gates Foundation Trust's 2026Q1 13F shows a $31.67B endowment-style book led by Berkshire, Waste Management, CNI and Caterpillar.
Marcus ChenJune 19, 2026
Jun 19Research
Alyeska Q1 2026: Nvidia Joins $35.38B Book
Alyeska's Q1 2026 13F stayed near $35.38B while IVV was reduced and Nvidia, Micron, Robinhood and Uber moved into the top book.
Marcus ChenJun 19Learn
Sovereign and Pension 13Fs: Active, Not Passive
Sovereign wealth funds and public pensions can look index-like in 13F data, but their U.S.-listed equity books are discretionary slices of larger global portfolios.
Marcus ChenJun 19Learn
Restricted vs Unrestricted Shares in 13F Holdings
A practical guide to what 13F filings do and do not reveal about restricted shares, unrestricted shares, SH/PRN amounts, and reported institutional exposure.
Sarah MitchellJun 19Learn
Combined 13F Filings and Multiple Managers
Learn how combined 13F filings, other included managers, and 13F-NT notices fit together when affiliated managers share reporting duties.
Marcus ChenJun 19Research
Florida SBA Q1 2026: Nvidia Leads $53.40B Pension Book
Florida SBA's 2026Q1 13F shows a $53.40B public pension equity book led by NVDA, AAPL and MSFT, with most exposure still diversified beyond the top ten.
Sarah MitchellJun 19Research
HOOPP Q1 2026: Nvidia Leads $62.21B Book
HOOPP's Q1 2026 13F puts Nvidia first, but ETFs, banks and energy keep the Canadian pension allocator's U.S.-listed book diversified.
Marcus ChenJun 19Research
SWIB Q1 2026: Nvidia Leads $43.70B Pension Book
STATE OF WISCONSIN INVESTMENT BOARD reported $43.70B for Q1 2026, with Nvidia, Apple, Microsoft, and RSP defining the public-equity sleeve.
Marcus ChenJun 19Research
Korea Investment Q1: $48.27B Sovereign Tech Core
KIC's Q1 2026 13F pairs Nvidia, Apple and IVV in a $48.27B U.S.-listed sovereign wealth fund book.
Sarah MitchellJun 19Research
CDPQ Q1 2026 13F: $62.43B Tech Core
CDPQ's Q1 2026 13F shows a $62.43B U.S.-listed equity book led by AAPL, NVDA and CNI, with a diversified pension-style tail.
Marcus ChenJun 19Research
Soroban Q1 2026: 45.44% Microsoft Bet
Soroban Capital Partners LP's Q1 2026 13F shows a $51.80B reported book dominated by MSFT, META, and AMZN.
Alex RiveraJun 19Research
Alkeon Q1 2026: SPY and QQQ Swallow the Book
Alkeon Capital rebuilt its Q1 2026 13F around SPY and QQQ before layering TSM, NVDA and mega-cap internet exposure.
Marcus ChenJune 18, 2026