Our Form 13F Filing Services Make It Easy

You Manage the Portfolio. We’ll Handle Filing Form 13F.

Filing Form 13F with the SEC shouldn't take hours of formatting and second-guessing.

Whether you're managing billions in assets or filing for the first time, ACN helps you meet your quarterly obligations without technical headaches or compliance surprises.

Over 10% of all Form 13F filers trust ACN to file their reports accurately, efficiently, and on time. We've seen it all — and we make the process painless.

You stay focused on investment decisions — we take care of the EDGAR side.

ACN acts as your SEC filing agent—we prepare, validate, and submit your Form 13F directly to EDGAR on your behalf.

Get Started Filing

“ACN Solutions has provided exceptional service to my company in the normal course and most importantly in time constrained and high stress situations. Their deep knowledge of the regulatory rules and technological requirements of the filings they support is unrivaled. Their product is easy to use and their client service is always available when needed. I highly recommend the services of ACN Solutions to both large and small organizations.” - Linda, Managing Director & Chief Compliance Officer

The ACN Solution: How We Help You Win

We've worked with hundreds of institutional managers. ACN's Form 13F filing agent service handles the entire process from data submission to EDGAR filing. Here's how we make Form 13F easy:

Our Filing Agent Workflow

1. You send your holdings data in Excel

(We'll provide a simple template if needed.)

2. We create and send back your proof documents

You'll receive a PDF copy of the report and an Excel file with two sheets:

One showing the final information table as it will appear in EDGAR
Another listing excluded items (non-13F securities, shorts, and de minimis positions)

3. You review and approve the filing

We're available to answer questions or help you make last-minute edits.

4. We submit your 13F filing to EDGAR

No logins, no formatting errors — we handle the submission for you.

ACN submits the filing as your designated EDGAR filing agent. You retain full control and approval authority at every step.

✅ No confusion.
✅ No formatting errors.
✅ Just a smooth, on-time filing — done right the first time.

What You Get with ACN 13F Filing Services

Speed. Accuracy. Support.

We take the stress and guesswork out of Form 13F. When you work with ACN, you get:

Clean, validated filings ready for EDGAR
Quick turnaround (usually within 24 hours)
A simple review process with clear proofs
Hands-on service from real people who know the rules
No software to learn or maintain – we handle EDGAR formatting, validation, and submission for you

Why Choose ACN For 13F Filing Services

High-Volume Filing Agent – ACN submits thousands of Form 13F filings annually across single-manager and multi-manager clients

25+ Years of Experience – Filing Form 13F reports since 1999 with deep expertise in institutional manager filings
Trusted by 10%+ of All Filers – Over 10% of institutional investment managers use ACN for their quarterly Form 13F filings
Fast Turnaround – Most filings completed within 24 hours of receiving data

Form 13F Filing Deadlines

Form 13F is due 45 days after the end of each calendar quarter. Here are the upcoming deadlines:

Quarter Deadline

Q4 2025 - February 17, 2026 (Tuesday)*

Q1 2026 - May 15, 2026 (Friday)

Q2 2026 - August 14, 2026 (Friday)

Q3 2026 - November 16, 2026 (Monday)*

* Extended due to weekend/holiday

TWO WAYS TO FILE FORM 13F WITH ACN

ACN supports institutional managers and compliance professionals with two Form 13F service models, depending on how hands-on you want to be.

Form 13F Filing Agent Service (Most Clients Choose This)

ACN acts as your SEC filing agent. You provide your holdings data, review the proof, and we handle the EDGAR submission on your behalf. This option is ideal for investment managers who want a fully managed, low-effort filing process with minimal operational risk.

Form 13F App Access for Compliance & Law Firms

For law firms and compliance teams that prefer to prepare and submit filings internally, ACN also offers access to its Form 13F software. This option allows experienced professionals to manage filings themselves while leveraging ACN's formatting, validation, and 13F list controls. This option is commonly used by firms filing Form 13F on behalf of multiple clients.

Not sure which option is right for you? We're happy to walk through both and help you choose the best fit.

WHAT IS FORM 13F AND WHO NEEDS TO FILE?

Form 13F is a quarterly SEC filing required for institutional investment managers with $100 million or more in assets under management. The filing discloses equity holdings to provide market transparency.

Many institutional managers use professional 13F filing agent services to handle the complex EDGAR submission process and meet SEC technical requirements.

COMMON QUESTIONS ABOUT 13F FILING SERVICES

Why use a 13F filing service?

A professional 13F filing service saves you time and eliminates the technical complexity of EDGAR XML formatting. Especially when using a filing agent, institutional managers reduce operational risk and internal workload. Instead of learning the SEC's filing system and validation rules, you provide your holdings data and we handle the conversion, validation, and submission—reducing errors and administrative burden.

What does a 13F filing service do?

We convert your Excel holdings data into SEC-compliant XML format, validate it against the official 13F securities list, filter out non-reportable positions, and submit the completed filing through EDGAR. We also provide proofs for your review before submission.

How quickly can you file my 13F?

Most Form 13F filings are completed within 24 hours of receiving your holdings data. For urgent deadline situations, we can often accommodate same-day filing requests.

Do you file Form 13F on our behalf, or do we submit it ourselves?

ACN acts as your Form 13F filing agent. Once you approve the proof, we submit the filing directly to EDGAR—no SEC login or in-house XML expertise required.

Do you offer Form 13F software, or do you act as the filing agent?

Both. Most clients use ACN as their Form 13F filing agent, where we prepare and submit the filing to EDGAR on their behalf.

For law firms and compliance professionals who prefer to file internally, ACN also offers Form 13F software that supports in-house preparation and submission. Availability and setup depend on your filing structure.

Have more questions?

Want to know more about reporting thresholds, what goes in the filing, or how we determine which securities to include?

Check out our 13F Filing FAQ for answers to the most common questions.

Trusted by Compliance and Legal Teams

Whether you’re filing for a single investment manager or coordinating filings across dozens of clients, ACN makes it simple. Many of the country’s top compliance and legal firms trust us to handle Form 13F filings on behalf of their clients — quickly, accurately, and with minimal back-and-forth.

We help you scale your 13F process so you can focus on your core advisory work — not XML formatting or data cleanup.

Ready to File Your Form 13F?

ACN makes EDGAR easy.

Contact a Filing Agent

“ACN has been our valuable partner in completing 13F filings for more than 10 years! The ACN team goes above and beyond to help me with challenging data and troubleshooting errors that I find impossible to find and fix. They are friendly, responsive and efficient. When a new problem develops, their knowledge and experience are invaluable and meeting difficult deadlines becomes possible even in a pinch. I would recommend them to anyone looking for exceptional service and results related to 13F and NPX filings.” - Director of Compliance at a National Consulting Firm

Disclaimer:
The information provided in this webpage is for general informational purposes only and does not constitute legal, compliance, or financial advice. ACN Solutions LLC is not a law firm, compliance advisor, or affiliated with the Securities and Exchange Commission (SEC). While we strive to provide accurate and timely guidance based on publicly available SEC resources, we do not speak on behalf of the SEC and are not authorized to interpret its rules or policies. Readers should consult their legal counsel or compliance professionals for specific guidance related to their regulatory obligations.