Form 13F Confidential Treatment Requests

As of September 19, 2022, Confidential Treatment Requests on Form 13F can now be filed electronically using the new EDGAR form type 13F-CTR. This new Form 13F-CTR is available on the EFA Form 13F Online Workstation. It can be done as a self-service filing or you can outsource the work to us! Demos are available.

Changes Coming to Form 13F in 2023

  The SEC announced on June 23, 2022 they are adopting amendments to the rules and filing format of Form 13F beginning in January of 2023. Changes included are: General. Requests for confidential treatment will now be required to be made in electronic format rather than paper format. 13F Cover Page. Institutional Investment Manager to

Form 13F-HR Q1 2022 Filing Deadline and Official List of 13F Securities

  It’s the beginning of the filing period for the Q1 2022 13F. With the filing deadline landing on a Sunday, the adjusted filing deadline this quarter is Monday May 16th. The Official List of 13F Securities in Excel format for the period ending March 31, 2022 is available. Yearly subscriptions are available.