Form 13Fs. Form ADVs. Learn the Underlying Terms and Mechanics Behind Your Research.

Form 13Fs

A 13F is a report filed quarterly by institutional investment managers that discloses holdings in the manager's portfolio.

SEC's EDGAR database is a convenient and quick way to find 13Fs, allowing you to narrow down the forms by investment manager.

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Form ADV

A Form ADV is submitted annually by investment advisers to the SEC, detailing information regarding the business operations of the member firm.

It includes specifics on ownership, assets under management, compensation structure, and other important financial disclosures.

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Time Value of Money

The time value of money is the concept that quantifies how money received today is preferred over an identical sum at a later point in time.

It is a foundational theory in the study of finance.

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