NSAR-BT: transitional annual Form N-SAR reports
Transitional annual Form N-SAR reports filed by investment companies when a fiscal period change created a short reporting period, until 2018.
curl -H "Authorization: Bearer $SECFEED_KEY" \ "https://secfeedapi.com/v1/filings?query=formType:%22NSAR-BT%22&size=2"
import os, requests
r = requests.get(
"https://secfeedapi.com/v1/filings",
params={'query': 'formType:"NSAR-BT"', 'size': '2'},
headers={"Authorization": f"Bearer {os.environ['SECFEED_KEY']}"},
)
print(r.json())What is NSAR-BT?
NSAR-BT is the transitional version of the annual Form N-SAR report, used when an investment company changed its fiscal year and had to report on a transition period.
Like all N-SAR types it was retired in 2018 when Form N-CEN replaced N-SAR.
Registered management investment companies changing fiscal year.
Within 60 days after the transition period; ended in 2018.
Filings per year
Every NSAR-BT filing on EDGAR, counted from the SecFeed index, amendments included. Updated daily.
What is inside
| Section | Contents |
|---|---|
| Fund identification | Registrant and series. |
| Transition period | Dates covered. |
| Census data | Service providers, fees and share activity. |
Get NSAR-BT data with SecFeed
Search the filings with formType:"NSAR-BT", read any document as text or PDF, and use these APIs for structured data:
Search every SEC EDGAR filing since 1993 with Lucene-style queries over ticker, CIK, form type, filing date, company, SIC and 8-K items.
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Latest NSAR-BT filings
| Company | Form | Filed | |
|---|---|---|---|
| Franklin ETF Trust | NSAR-BT | 2018-05-30 | EDGAR ↗ |
| MANAGED DURATION INVESTMENT GRADE MUNICIPAL FUND | NSAR-BT | 2018-05-24 | EDGAR ↗ |
| FRANKLIN TEMPLETON GLOBAL TRUST | NSAR-BT | 2018-03-01 | EDGAR ↗ |
| FRANKLIN LTD DURATION INCOME TRUST | NSAR-BT | 2018-03-01 | EDGAR ↗ |
| CARILLON SERIES TRUST | NSAR-BT | 2018-01-02 | EDGAR ↗ |
| Innovator ETFs Trust | NSAR-BT | 2018-01-02 | EDGAR ↗ |
| THIRD AVENUE TRUST | NSAR-BT | 2017-11-29 | EDGAR ↗ |
| VIRTUS EQUITY TRUST | NSAR-BT | 2017-11-28 | EDGAR ↗ |
Use cases
- Find funds that changed fiscal years
- Complete N-SAR history for a fund
Related forms
Annual Form N-SAR reports of mutual funds and other management investment companies, 1993 to 2019. Replaced by Form N-CEN.
N-CENFund operations reportForm N-CEN annual reports of every registered fund since 2018: service providers, brokers, securities lending, ETF details, parsed to JSON.
FAQ
What is NSAR-BT?
A transitional annual Form N-SAR report, used after a change in fiscal year.
Is it still filed?
No. Form N-SAR was replaced by Form N-CEN in 2018.
Every NSAR-BT filing, one API call away
500 free calls a month. JSON, CSV, PDF and a Python SDK.