Blogs
Dec 10 2025
SEC extends Rule 13f-2 and Form SHO compliance to 2028 (again)
The SEC has postponed Rule 13f-2 and Form SHO compliance to 2028. Learn what led to the delay after the Fifth Circuit remand and how managers should respond.
Recent blogs
5 mins
13F: More than Meets Excel
Looking for 13F data in a usable format? Automate the entire process and avoid using Excel to meet 13F filing requirements.