SEC filing mechanics
Eleven plain-English guides to the SEC forms HoldLens uses to produce its data. Read these in order to understand the structural difference between Form 13F (institutional quarterly), Form 4 (insider real-time), DEF 14A (annual proxy), and the 5%-stake filings (13D activist, 13G passive). Every fact on HoldLens traces back to one of these forms.
The SEC's public filing database — every 10-K, 13F, Form 4 since 1993, free.
Plain English guide to SEC Form 13F.
Step-by-step with real Berkshire examples.
Why every 13F is six weeks late by design.
Three SEC filings, three signals.
When an investor crosses 5%, which filing they pick reveals intent.
What counts as a 13F holding — and what doesn't.
Insider trades vs institutional portfolios — two SEC filings, two signals.
The definitive proxy statement — read the 1-page summary in 10 minutes.
When corporate insiders can sell — 6-month vs 12-month rules.
The 9-character identifier behind every 13F line item.
Sister-site reference for every SEC form ever filed: SecFilingDex.