SEC Form 13f Securities datasets
This is a list of Section 13(f) Securities in CSV and Excel format. Use the below links to find the right file for your needs. Use these dataset for compiling quarterly reports for SEC compliance purposes or for anything else.
The original (PDF format) data is available at the SEC Website only has the forms in PDF format. We convert them to CSV and Excel (XLSX) format for everyone to use.
Every quarter as they're published, we download the SEC's List of Section 13(f) securities, which are only published in PDF format. Then, we carefully extract the data and convert it to a CSV and Excel (XLSX) format for you to use. The extracts are identical in content to the original PDFs, but are in a Excel and database-friendly format.
The CSV and Excel formatted Form 13F securities data are suitable for use when compiling SEC 13F-HR, SEC 13-HR/A, SEC 13F-NT, and SEC 13-NT/A forms.
Just click on the link for the type of file for the period you need.
NOTE these are SAMPLE files. For complete files, please contact me directly (contact below).
| Title | Quarter | CSV | XLSX | |
|---|---|---|---|---|
| SEC Form 13F | 2018Q4 | CSV | XLSX | |
| SEC Form 13F | 2018Q3 | CSV | XLSX | |
| SEC Form 13F | 2018Q2 | CSV | XLSX | |
| SEC Form 13F | 2018Q1 | CSV | XLSX | |
| SEC Form 13F | 2017Q4 | CSV | XLSX | |
| SEC Form 13F | 2017Q3 | CSV | XLSX | |
| SEC Form 13F | 2017Q2 | CSV | XLSX | |
| SEC Form 13F | 2017Q1 | CSV | XLSX | |
| SEC Form 13F | 2016Q4 | CSV | XLSX | |
| SEC Form 13F | 2016Q3 | CSV | XLSX | |
| SEC Form 13F | 2016Q2 | CSV | XLSX | |
| SEC Form 13F | 2016Q1 | CSV | XLSX | |
| SEC Form 13F | 2015Q4 | CSV | XLSX | |
| SEC Form 13F | 2015Q3 | CSV | XLSX | |
| SEC Form 13F | 2015Q2 | CSV | XLSX | |
| SEC Form 13F | 2015Q1 | CSV | XLSX | |
| SEC Form 13F | 2014Q4 | CSV | XLSX | |
| SEC Form 13F | 2014Q3 | CSV | XLSX | |
| SEC Form 13F | 2014Q2 | CSV | XLSX | |
| SEC Form 13F | 2014Q1 | CSV | XLSX | |
| SEC Form 13F | 2013Q4 | CSV | XLSX | |
| SEC Form 13F | 2013Q3 | CSV | XLSX | |
| SEC Form 13F | 2013Q2 | CSV | XLSX | |
| SEC Form 13F | 2013Q1 | CSV | XLSX | |
| SEC Form 13F | 2012Q4 | CSV | XLSX | |
| SEC Form 13F | 2012Q3 | CSV | XLSX | |
| SEC Form 13F | 2012Q2 | CSV | XLSX | |
| SEC Form 13F | 2012Q1 | CSV | XLSX | |
| SEC Form 13F | 2011Q4 | CSV | XLSX | |
| SEC Form 13F | 2011Q3 | CSV | XLSX | |
| SEC Form 13F | 2011Q2 | CSV | XLSX | |
| SEC Form 13F | 2011Q1 | CSV | XLSX | |
| SEC Form 13F | 2010Q4 | CSV | XLSX | |
| SEC Form 13F | 2010Q3 | CSV | XLSX | |
| SEC Form 13F | 2010Q2 | CSV | XLSX | |
| SEC Form 13F | 2010Q1 | CSV | XLSX |
Looking for some more help or custom extracts? I regularly use and manipulate SEC Form 13F data. Get in touch at [email protected] and I'll help you out...