News

Form N-PX Online Workstation is now Live!

Electronic Publishing Services, Inc. (EPS) and it’s EDGAR services division of EDGARfilingagent.com (EFA) are pleased to announce that their latest Online Workstation for Form N-PX is now live. Once we heard about the changes to N-PX and how they affected all of our 13F filers, we knew that an Online Workstation (OLWS) for N-PX was …

New Rules and Formatting Changes to Form 13F Beginning 2023

== We have some new rules and formatting changes to Form 13F beginning today (January 3, 2023) with the 12/31/2022 reporting period which are summarized below. Cover Page: The Institutional Investment Manager is now requested to disclose any CRD Number and/or SEC File Number if they exist. Summary Page: On lists of reporting managers, also …

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.