# Form 13F-HR: Institutional investment manager holdings report

Canonical: https://sec-api.dev/sec-forms/13f-hr

> Form 13F-HR lists the U.S. exchange-traded stocks and other 13(f) securities an institutional manager held at the end of a calendar quarter. It does not show short positions, most non-U.S. holdings or intra-quarter trading.

## Who files it

Institutional investment managers with investment discretion over $100 million or more in Section 13(f) securities.

## Deadline

Within 45 days after the end of each calendar quarter.

## What it contains

- An information table of positions: issuer, CUSIP, value, shares and voting authority
- Other managers included in the report

## Recent filings observed

| Filed | Company | Form | Filing |
| --- | --- | --- | --- |
| 2026-11-09 | LEE JOHNSON CAPITAL MANAGEMENT, LLC | 13F-HR | https://www.sec.gov/Archives/edgar/data/1674836/000167483626000008/0001674836-26-000008-index.htm |
| 2026-11-09 | WULFF, HANSEN & CO. | 13F-HR | https://www.sec.gov/Archives/edgar/data/108634/000010863426000016/0000108634-26-000016-index.htm |
| 2026-11-09 | Citizens Business Bank | 13F-HR | https://www.sec.gov/Archives/edgar/data/1948632/000194863226000005/0001948632-26-000005-index.htm |
| 2026-11-09 | Emissary Wealth LLC | 13F-HR | https://www.sec.gov/Archives/edgar/data/2107252/000210725226000004/0002107252-26-000004-index.htm |
| 2026-11-09 | Payne Capital Management, LLC | 13F-HR | https://www.sec.gov/Archives/edgar/data/1994332/000199433226000005/0001994332-26-000005-index.htm |
| 2026-11-09 | EMORY UNIVERSITY | 13F-HR | https://www.sec.gov/Archives/edgar/data/1377635/000137763526000010/0001377635-26-000010-index.htm |
| 2026-11-09 | Prossimo Advisors, LLC | 13F-HR | https://www.sec.gov/Archives/edgar/data/1965307/000196530726000005/0001965307-26-000005-index.htm |
| 2026-11-09 | Meridian Wealth Partners, LLC | 13F-HR | https://www.sec.gov/Archives/edgar/data/1781942/000178194226000001/0001781942-26-000001-index.htm |
| 2026-11-09 | Warner Group LLC | 13F-HR | https://www.sec.gov/Archives/edgar/data/2073617/000207361726000006/0002073617-26-000006-index.htm |
| 2026-11-09 | Aspect Management, LLC | 13F-HR | https://www.sec.gov/Archives/edgar/data/2111529/000110465926124505/0001104659-26-124505-index.htm |

## API

`GET https://sec-api.dev/api/v1/filings?cik=1067983&form=13F-HR&limit=5` with `Authorization: Bearer $SEC_API_KEY`

## Questions

**Is a 13F a full portfolio?** No. It covers only long positions in 13(f) securities as of quarter end. A reconciled portfolio needs other sources.

Source: https://www.sec.gov/files/form13f.pdf

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