Alerts2.10.25
SEC Announces One-Year Extension for Rule 13f-2, Form SHO Compliance
Highlights
Institutional investment managers covered by Rule 13f-2 monthly short reporting requirements now have an extra year to get ready
The SEC’s exemptive order pushes back the initial Form SHO filing deadline from Feb. 14, 2025, to Feb. 17, 2026
The extension gives managers time to digest the Form SHO technical specs and may be an opportunity for the SEC to answer questions about form’s reporting scope
Institutional investment managers who were preparing to file their initial Form SHO on Feb. 14, 2025, have been granted a one-year reprieve.
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