Form 13F Builder

Generate SEC-compliant XML files for EDGAR submission

Simple
Advanced
1
Find Security
2
Enter Details
3
Review
4
Download

Find Your Security

Search the official SEC 13F securities list by company name, ticker, or CUSIP

11,800+ securities from the Q4 2025 SEC list | Can't find it? Add manually
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Have multiple holdings?

Enter Holding Details

Security Name CUSIP

Enter in thousands of dollars. For example, if your position is worth $1,500,000, enter 1500
$ ,000
Total shares held at quarter end. Enter whole numbers only.
Is this an options position? Leave as "Not an option" for regular stock holdings.
Who has authority to make buy/sell decisions for this holding?
Sole Discretion SOLE
Most common. Your firm alone decides when to buy or sell this position. Choose this if you're the only investment manager.
Shared - Defined DFND
Investment decisions are shared with other managers under a specific, defined arrangement (e.g., a formal co-investment agreement).
Shared - Other OTR
Investment decisions are shared with other managers under an arrangement that doesn't fit the "defined" category.
How are voting rights distributed? The three values must add up to your total shares.

Tip: If you have sole voting authority over all shares, click the button below to auto-fill.

You alone vote
Shared with others
No voting rights

Review Your Holdings

Check everything looks correct before generating your XML file

0
Holdings
$0K
Total Value
0
Total Shares

All Holdings

No holdings yet

Ready to Download

Your SEC-compliant 13F Information Table XML

0
Holdings
$0K
Total Value

SEC Schema v1.9 compliant • EDGAR-ready • Instant download