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Form 13F

Form 13F is a quarterly report of certain equity holdings by institutional investment managers over a size threshold. It is a snapshot as of quarter-end and publishes with a lag.

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Why it matters

13Fs are often cited as “who owns the stock,” but they omit many instruments, can be stale, and do not equal a real-time ownership tape.

How RomeWay uses it

Terminal OWN lists a 13F when it appears in the recent EDGAR submissions window and links to the SEC document. We do not parse share counts into a fake top-holders table on Hosted.

FAQ

Why no % owned?: Parsing 13F information tables into live percentages is a separate product. Until that path is wired and gated, the desk shows the filing link or —.