Use this calendar to plan Form 13F preparation for report periods ending in 2026 through 2028. The dates below reproduce the schedule in the SEC’s current Frequently Asked Questions About Form 13F, updated March 6, 2026.
The 45-Day Filing Rule
The SEC’s FAQ explains that Rule 13f-1(a)(1) requires the first filing within 45 days after the end of the calendar year in which the filing threshold is met, followed by filings for the next three calendar quarters. When a deadline falls on a Saturday, Sunday, or holiday, the filing is due on the first business day thereafter.
Form 13F Deadlines for 2026–2028
| Report period | Quarter ending | SEC-listed deadline |
|---|---|---|
| Q1 2026 | March 31, 2026 | May 15, 2026 |
| Q2 2026 | June 30, 2026 | August 14, 2026 |
| Q3 2026 | September 30, 2026 | November 16, 2026 |
| Q4 2026 | December 31, 2026 | February 16, 2027 |
| Q1 2027 | March 31, 2027 | May 17, 2027 |
| Q2 2027 | June 30, 2027 | August 16, 2027 |
| Q3 2027 | September 30, 2027 | November 15, 2027 |
| Q4 2027 | December 31, 2027 | February 14, 2028 |
| Q1 2028 | March 31, 2028 | May 15, 2028 |
| Q2 2028 | June 30, 2028 | August 14, 2028 |
| Q3 2028 | September 30, 2028 | November 14, 2028 |
| Q4 2028 | December 31, 2028 | February 14, 2029 |
If a Filing Will Be Late
The SEC’s FAQ states that it does not grant extensions. It directs a manager that misses a deadline to submit as soon as possible and not to submit a misleading or incorrect filing. Firms should consult qualified legal or compliance professionals about their circumstances.
Plan the Filing Workflow
Allow time before the deadline to gather position data, compare securities with the current SEC Section 13(f) securities list, resolve data questions, prepare the information table, validate the submission, and address any EDGAR errors. File13F helps investment managers with the technical preparation and filing workflow.
Contact File13F to discuss filing support for your firm, or review our Form 13F filing service.
Sources
- U.S. Securities and Exchange Commission, Frequently Asked Questions About Form 13F, Question 25, updated March 6, 2026.
- U.S. Office of Personnel Management, Federal Holidays, 2026 and 2027 schedules.
Sources accessed September 3, 2026. This page is general information, not legal or compliance advice. Filing obligations and SEC procedures can change; verify the current SEC instructions and consult qualified professionals about your firm.