How long after quarter end do funds file a 13F?

What does the rule say?

Rule 13f-1 says an institutional investment manager above the $100,000,000 threshold must file a Form 13F with the Commission within 45 days after the last day of the calendar year and within 45 days after the last day of each of the first three calendar quarters of the following year. In effect that is every quarter. The form's own instructions repeat it: a manager must file within 45 days after the end of the calendar year and each of the first three calendar quarters of the subsequent calendar year, electronically on EDGAR unless a hardship exemption has been granted.

What are the dates?

Counting 45 days from each quarter end gives these dates. They are calendar arithmetic from the rule, not a quotation of an SEC calendar.

The rule text we read does not restate what happens when the 45th day is a weekend or a holiday. Check the SEC's filing-date rules or EDGAR before relying on an exact day. A manager may file earlier; the rule sets a limit, not a date.

Where does that leave us today?

As of 10 October 2026, the most recent quarter-end snapshot due was the one for 30 June 2026, which had to be filed by 14 August 2026 under the rule. The next, for 30 September 2026, is due by 14 November 2026. Until then, the newest 13F data describes positions as they stood more than three months ago.

How old can a position be when you see it?

Because the snapshot is dated the last day of a quarter and the filing can come 45 days later, the information is at least a few days old and can be much older. A position acquired on the first day of a quarter and still held at its end appears in a filing due about 135 days after the purchase (roughly 90 days of quarter plus 45 days). A position bought and sold inside the same quarter does not appear at all, because only the last day counts.

What happens when a manager corrects a filing?

The rule says an amendment must set forth the complete text of the Form 13F, other than an amendment that reports only holdings not previously reported in a public filing for the same period, and that amendments must be numbered sequentially. So a later amendment can change an earlier picture. The form includes a check box for an amendment and an amendment number, and the cover page says whether the amendment is a restatement or adds new holdings.

Managers may also request confidential treatment for some holdings under Section 13(f)(4), which can delay public disclosure of those entries (see what a 13F leaves out).

How does this compare with other fund filings?

Stakes above 5 percent are reported much faster: a Schedule 13D is due within five business days after the acquisition (see Schedule 13D versus 13G). A Form 4 from an insider is due within two business days (see Forms 3, 4 and 5). The 13F is the slow one, by design: it is a periodic holdings report, not a transaction report.

What is the newest snapshot at a given time of year?

The calendar gives a simple map, assuming each manager files on its deadline. After 14 February, the newest filings describe 31 December. After 15 May, they describe 31 March. After 14 August, they describe 30 June. After 14 November, they describe 30 September. Between those dates the previous quarter's snapshot is the latest complete picture, with some managers filing earlier than the deadline and so appearing sooner.

This is why two readers on the same day can see different latest quarters for different managers, and why a comparison between two managers should use the same quarter-end for both. A tracker that shows the latest filing for each manager is showing each one's own most recent snapshot, which may not be the same date.

A note on the threshold

The $100,000,000 test in Rule 13f-1 is applied on the last trading day of any month of a calendar year. A manager that meets it in any month of a year files for the year-end and for each of the first three quarters of the following year, on the schedule above. The rule text we read does not say here how a manager stops filing, so this article does not either. The practical point for a reader is that the list of 13F filers is not fixed: it follows the rule's test, applied manager by manager.

What this does not tell you

The filing date does not say when a manager traded, and nothing in a 13F says that a manager still holds a position on the day you read it. A manager can have sold every share after the quarter closed. The filing is also silent on short positions, which the SEC says should not be included. OQRO's institutions page shows each manager's latest filed quarter and what changed from the quarter before, and links the filing on sec.gov. It does not call anything a trade.