institutional-13flisted

Clone or study 13F holdings without the quarter-end look-ahead, and report the full age distribution of the positions instead of the 45-day deadline. TRIGGER - 13F, Form 13F, 13F-HR, institutional holdings, "what does Berkshire own", hedge fund holdings, whale watching, cloning a manager's portfolio, guru portfolios, 13F information table XML, infoTable, $100 million threshold, 45 days after quarter end, confidential treatment request, "positions omitted from the 13F", "backtest a 13F clone", quarterly holdings turnover, WhaleWisdom-style data, reconstructing a fund's book from filings. SKIP for corporate insiders and Form 4 codes (insider-form-4), for congressional trades and the STOCK Act (congressional-trading-disclosures), for social posts and influencer panels (social-and-influencer-feeds), for EDGAR endpoints and XBRL fundamentals (fundamental-and-macro-data), and for the general availability rule (research-integrity-guards).
howard-lynn-ye/fin-skills · ★ 1 · AI & Automation · score 77

Install: claude install-skill howard-lynn-ye/fin-skills

# Institutional 13F **The 45-day deadline is the smaller half of the lag, and the number everyone quotes.** A 13F is a snapshot of a *quarter end*, filed up to 45 days later. A position opened on the first day of that quarter is already 91 days old when the quarter closes. ✅ Measured below, the median position is **82 calendar days old** at the moment its table becomes public, and the p95 is **127**. Everything marked ✅ Measured is printed by `scripts/thirteen_f.py` (numpy + pandas, seed 20260910, about 15 s, no network). Its holdings are **synthetic and seeded**. Everything marked ✅ source-verified was read at the URL given, on 2026-09-10. ## 1. ✅ The rule, at primary sources | Fact | Value | Source, read 2026-09-10 | |---|---|---| | **Deadline** | *"within 45 days after the last day of such calendar year"* and *"within 45 days after the last day of each of the first three calendar quarters"* | **17 CFR 240.13f-1(a)(1)** (eCFR); Form 13F General Instruction 1 | | **Threshold** | accounts holding section 13(f) securities *"having an aggregate fair market value on the last trading day of any month"* of *"at least $100,000,000"* | 17 CFR 240.13f-1(a)(1) | | 🚨 Threshold never indexed | the rule's own source credit starts **43 FR 26705, June 22, 1978** and the figure survives every amendment. The SEC's 2020 proposal said it would be raising it *"for the first time in 45 years, ... from $100 million to $3.5 billion"* | Rel. 34-89290 (`govinfo.gov`) | | ⚠️ **The proposal was w