Home / Glossary / Period End Date Period End Date The last day of the calendar quarter for which holdings are reported. 13F filings report positions as of March 31, June 30, September 30, or December 31.
Related Terms 13F Filing A quarterly report filed with the SEC by institutional investment managers with ... Institutional Investment Manager An entity that exercises investment discretion over $100 million or more in Sect... CUSIP A 9-character alphanumeric code that uniquely identifies a security. Used in 13F... Filing Deadline Institutional managers must file their 13F within 45 days after the end of each ... Amendment (13F-HR/A) A revised filing that corrects or supplements a previously filed 13F. Amendments...