How do 13F, 13D, 13G and Form 4 differ?
Portfolio reports, beneficial ownership reports and insider transactions have different bases.
13F describes a manager's reported quarterly holdings. Schedules 13D and 13G describe beneficial ownership of an issuer's securities and can name several reporting persons. Form 4 reports an insider's transactions and can state the holdings remaining after a transaction.
Those amounts can cover different people or accounts. The site preserves the reporting basis, and marks a basis change when two levels cannot be compared. It does not add overlapping reports together. Read how the sources join on a timeline and how reporting persons join a filer group.
Version 1.0, 2026-10-05. Cite this page using its canonical URL. Review the source document linked from each filing before relying on a reported amount.