Monitor percentage held and changes with automatic 10K/10Q updates.
Exceed five %
Drop below five %
Change of 1% for 13D filers
Change of 2% for Exempt Investors in preceding 12 months
Exceed 10% for Qualified Institutional Investors at end of month
For the rest of 13Now's alert-based rules, please contact us for a demo. Rules can be customized.
All your holdings (even those that don't require filing Schedule 13D and 13G)