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Qualifying Section 13(f) AUM
Result
$0
- Matched positions
- 0
- Rows needing review
- 0
- SEC list
- Q2 2026
Review unresolved rows
What this result means
The calculation includes exact SEC-list matches even when a position might be eligible for omission from a filed information table under Form 13F Special Instruction 9. That filing-table omission does not reduce the Rule 13f-1 threshold calculation.
This tool is informational and does not determine whether or when a filing is required. Rule 13f-1 evaluates Section 13(f) securities under investment discretion on the last trading day of any month, and filing obligations can involve additional facts.
Ask File13F to review your result or consult qualified legal/compliance counsel.