Exemption From Exchange Act Rule 13f-2 and Related Form SHO

Saturday February 8 2025

Rule 13f-2 requires institutional investment managers that meet or exceed certain specified thresholds to file Form SHO with the Commission within 14 calendar days after the end of each calendar month with regard to certain equity securities via EDGAR system.

On 7^th Feb,2025, The Securities and Exchange Commission provided a temporary exemption from compliance with Rule 13f-2 under the Securities Exchange Act and from reporting on Form SHO. As a result of the exemption, filings on initial Form SHO reports from institutional investment managers that meet or exceed certain specified thresholds will be due by Feb. 17, 2026, for the January 2026 reporting period.

The exemption allows institutional investment managers more time to implement necessary technical updates after the SEC finalized reporting standards on Dec. 16, 2024—right before the holidays.

Checkout the source link for more details about the latest announcement.