Emulating the Powerful Circle of Wall Street VIPs
Registration for the upcoming 13F-Reports, guided by experts Steffen Haertlein and Golo T. Kirchhoff, is now open until August 26, 2025. These reports, which appeared in DER AKTIONAER No. 34/2025, have proven to be a valuable resource for private investors.
Form 13F filings serve to increase transparency regarding the holdings of institutional investment managers managing $100 million or more in certain securities. These filings require investment advisers to disclose their equity holdings quarterly to the SEC, providing detailed information about the securities they control.
The latest issue of the 13F-Reports, from 02/2025, included 10 additional options to the top picks. Among these recommendations, Astera Labs, suggested on May 27, 2025, has nearly doubled in value in just eleven weeks, demonstrating the potential of these filings to reveal real gems in the stock market. NuScale Power, another company recommended in the same issue, has seen a 55% increase in value since the recommendation.
These filings are retrospective but provide valuable insights as most Wall Street bigwigs invest for the long term, aiming to get in early at attractive prices for potential high-flyers. Analyzing the 13F data requires time and specialized knowledge, but for private investors, these filings offer valuable insight into the investment activities and portfolio compositions of large institutional investors.
The data is available publicly via the SEC’s EDGAR database, thus serving as a resource for private investors to monitor institutional investment behaviors. Over 20,000 data sets are submitted each quarter for analysis in the 13F reports, providing private investors with the opportunity to gain insights into where big investors like Warren Buffett, Cathie Wood, and thousands of others put their money.
The 13F-Reports provide readers with relevant information, fundamental data, chart analyses, entry and exit points, specific target and stop prices, and ongoing support through a messenger channel. Steffen Härtlein and Golo T. Kirchhoff, experts in evaluating the SEC data, will guide readers through the next issue, scheduled for August 28.
In summary, Form 13F filings allow private investors to access consolidated, reliable data on the holdings of large institutional managers, providing transparency and insights into market trends and major investment moves that otherwise might be opaque. For those interested in staying ahead of the investment game, the 13F-Reports are an invaluable resource.
- Private investors can utilize the insights gained from analyzing Form 13F filings, as these reports offer valuable information about the investment activities and portfolio compositions of large institutional investors, potentially helping them identify profitable opportunities in the stock market.
- For private investors, the 13F-Reports serve as a comprehensive resource, providing not only transparency regarding the holdings of institutional investment managers, but also relevant data, chart analyses, entry and exit points, specific target and stop prices, and ongoing support, enhancing their decision-making process in finance and investing, consequently leading to a better understanding of the business world.
