Settings
Appearance
Site Icons
Font Size
Font
General
Infinite Scroll
Open Links in a New Tab
Safe Search
Related Questions
{"error":{"code":502,"message":"Bad gateway.","param":null,"type":"cf_bad_gateway"}}
Popular Questions
Is WhaleWisdom free?
There are no trial accounts, but much of WhaleWisdom is accessible for free without any subscription. Explore the site first and please contact us with any questions.
How much does whale wisdom cost?
How much does it cost? Whalewisdom starts at a free tier, which allows you to access 13F filings from the past two years, as well as receive email alerts, backtesting, and reporting tools. From there, they move into paid options, which start at $90/three months, or $300/year.
What websites are like WhaleWisdom?
whalewisdom.com's top 5 competitors in December 2022 are: insidermonkey.com, thestreet.com, dataroma.com, fintel.io, and more.
What is estimated AVG price paid?
What is "Estimated Avg Price Paid"? How is it determined? Estimated Avg Price uses the stock price at the quarter end date to determine the average price paid. It also takes into account past quarterly 13F transactions and adjusts with the funds buying/selling over time.
Who owns the most Berkshire Hathaway stock Class A?
A Class A shares. Warren Buffett owns 229,016 shares of Berkshire Hathaway's Class A common stock (BRK. A) and 276 shares of its Class B common stock (BRK.
How much of Berkshire Hathaway does Munger own?
How much of Berkshire Hathaway does Munger own? As of March 2022, Charlie Munger owns 4,270 Berkshire Hathaway A shares and 643 B shares. The total value of these shares at the time was roughly $2.07 billion.
What is the top holding Berkshire?
What are Warren Buffett's top five holdings? The five largest holdings of Berkshire Hathaway were Apple (AAPL), Bank of America (BAC), Chevron Corporation (CVX), Coca-Cola Co (KO) and American Express Company (AXP), according to the company's latest report in November 2022.
How do I look up a 13F file?
You can search for and retrieve Form 13F filings using the SEC's EDGAR database. To find the filings of a particular money manager, enter the money manager's name in the Company Name field. To see all recently filed 13Fs, use the "Latest Filings" search function and enter "13F" in the Form Type box.
Are 13F filings public?
The good thing for us is that the 13F holdings reports are publicly available in full detail on the SEC website. For every fund or company, the report contains list of securities and for each security there is fair market value and number of shares held.
What is Form 13F used for?
The Securities and Exchange Commission's (SEC) Form 13F is a quarterly report that is required to be filed by all institutional investment managers with at least $100 million in assets under management. It discloses their equity holdings and can provide insights into what the smart money is doing in the market.
What triggers a 13F filing?
When is the Form 13F required? The requirement to file Form 13F is triggered if the investment manager exceeded $100 million or more on the last trading day of any month during that calendar year. As such, investment managers should have reporting to identify if they are meeting or exceeding these thresholds.
Where can I find current 13F filings?
You can search for and retrieve Form 13F filings using the SEC's EDGAR database. To find the filings of a particular money manager, enter the money manager's name in the Company Name field. To see all recently filed 13Fs, use the "Latest Filings" search function and enter "13F" in the Form Type box.
What time do 13F filings come out?
3. Filing of Form 13F. Rule 13f-1(a)(1) provides that a Manager must file a Form 13F report with the Commission within 45 days after the end of the calendar year and each of the first three calendar quarters of the subsequent calendar year.
How often are 13F updated?
The Securities and Exchange Commission's (SEC) Form 13F is a quarterly report that is required to be filed by all institutional investment managers with at least $100 million in assets under management.