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N-30B-2

Form N-30B-2: periodic and interim reports to investment company shareholders

Periodic and interim reports mailed to investment company shareholders other than the annual and semi-annual reports filed under Rule 30e-1.

14Kfilings on EDGAR
1994first filed
334filed in 2026
2026-10-08latest filing
curl -H "Authorization: Bearer $SECFEED_KEY" \
  "https://secfeedapi.com/v1/filings?query=formType:%22N-30B-2%22%20AND%20filedAt:%5B2026-01-01%20TO%202026-12-31%5D&size=2"
import os, requests

r = requests.get(
    "https://secfeedapi.com/v1/filings",
    params={'query': 'formType:"N-30B-2" AND filedAt:[2026-01-01 TO 2026-12-31]', 'size': '2'},
    headers={"Authorization": f"Bearer {os.environ['SECFEED_KEY']}"},
)
print(r.json())

What is N-30B-2?

N-30B-2 is the EDGAR type for periodic and interim reports that investment companies send to shareholders when those reports are not the annual and semi-annual shareholder reports covered by Rule 30e-1 (which are filed on Form N-CSR). In practice it carries reports from unit investment trusts, insurance separate accounts and other registrants, and quarterly letters some funds send investors.

The content varies by filer: portfolio listings, performance discussions, financial statements or trustee reports.

Who files

Registered investment companies, notably unit investment trusts and separate accounts.

When it is filed

When the report is mailed to shareholders.

Filings per year

Every N-30B-2 filing on EDGAR, counted from the SecFeed index. Updated daily.

1994: 328 filings1995: 679 filings1996: 745 filings1997: 534 filings1998: 531 filings1999: 447 filings2000: 316 filings2001: 351 filings2002: 349 filings2003: 295 filings2004: 300 filings2005: 278 filings2006: 370 filings2007: 442 filings2008: 458 filings2009: 489 filings2010: 475 filings2011: 441 filings2012: 421 filings2013: 398 filings2014: 415 filings2015: 430 filings2016: 432 filings2017: 425 filings2018: 441 filings2019: 475 filings2020: 446 filings2021: 454 filings2022: 495 filings2023: 522 filings2024: 465 filings2025: 377 filings2026: 334 filings199419952000200520102015202020252026

What is inside

SectionContents
Shareholder letterPerformance and market commentary.
PortfolioHoldings of the trust or account.
Financial statementsWhere the report includes them.
Fund detailsFees, distributions and service providers.

Get N-30B-2 data with SecFeed

Search the filings with formType:"N-30B-2" AND filedAt:[2026-01-01 TO 2026-12-31], read any document as text or PDF, and use these APIs for structured data:

Latest N-30B-2 filings

CompanyFormFiled
SBL VARIABLE ANNUITY ACCOUNT XIVN-30B-22026-10-08EDGAR ↗
EAIC VARIABLE CONTRACT ACCOUNT AN-30B-22026-10-07EDGAR ↗
EAIC VARIABLE CONTRACT ACCOUNT AN-30B-22026-10-07EDGAR ↗
ML OF NEW YORK VARIABLE ANNUITY SEPARATE ACCOUNT DN-30B-22026-09-29EDGAR ↗
MERRILL LYNCH LIFE VARIABLE ANNUITY SEPARATE ACCOUNT DN-30B-22026-09-29EDGAR ↗
WILTON REASSURANCE LIFE CO OF NEW YORK SEPARATE ACCOUNT AN-30B-22026-09-10EDGAR ↗
PRUCO LIFE FLEXIBLE PREMIUM VARIABLE ANNUITY ACCOUNTN-30B-22026-09-10EDGAR ↗
SBL VARIABLE ANNUITY ACCOUNT VIIIN-30B-22026-09-10EDGAR ↗

Use cases

Related forms

FAQ

How is N-30B-2 different from N-CSR?

N-CSR carries the annual and semi-annual shareholder reports under Rule 30e-1. N-30B-2 carries other periodic and interim reports.

Who files N-30B-2?

Investment companies whose shareholder reports fall outside Rule 30e-1, such as many unit investment trusts and separate accounts.

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