The Comprehensive Guide to

Passive Income Investing


Learn the secrets of how Paul Tracy generates over $XXX,XXX per month in passive income!

How to Become Financially Independent Through Passive Income Investing

What is a Form 13-F

The Form 13-F must be filed by institutional investors who exercise discretion over at least $100 million in investments.

How Does a Form 13-F Work

Data reported on this form include the names of investment managers, the names and class of securities they manage, the CUSIP number, the number of shares owned, and the total market value of each security. The Form 13-F is filed with the Securities and Exchange Commission (SEC).

[InvestingAnswers Feature: The Most Important Tax Changes to Know Before Filing Your Tax Return]

Why Does a Form 13-F Matter

13F forms provide investors with a glimpse at the holdings of Wall Street's largest funds. There has often been controversy over the reporting methods of firms, notably in the case of the infamous ponzi-scheme orchestrator Bernie Madoff.

[InvestingAnswers Feature: How to Avoid an IRS Audit]

Ask an Expert about 13-F

All of our content is verified for accuracy by Paul Tracy and our team of certified financial experts. We pride ourselves on quality, research, and transparency, and we value your feedback. Below you'll find answers to some of the most common reader questions about 13-F.

Be the first to ask a question

If you have a question about 13-F, then please ask Paul.

Ask a question
Paul Tracy
Paul Tracy

Paul has been a respected figure in the financial markets for more than two decades. Prior to starting InvestingAnswers, Paul founded and managed one of the most influential investment research firms in America, with more than 3 million monthly readers.