Get the free FORM 13F-HR
Show details
This document is a quarterly holdings report filed by Accel VI Associates LLC detailing their investment holdings as of September 30, 2001, including issuers, class titles, and values of assets.
We are not affiliated with any brand or entity on this form
Get, Create, Make and Sign form 13f-hr
Edit your form 13f-hr form online
Type text, complete fillable fields, insert images, highlight or blackout data for discretion, add comments, and more.
Add your legally-binding signature
Draw or type your signature, upload a signature image, or capture it with your digital camera.
Share your form instantly
Email, fax, or share your form 13f-hr form via URL. You can also download, print, or export forms to your preferred cloud storage service.
How to edit form 13f-hr online
Follow the steps below to take advantage of the professional PDF editor:
1
Log in to your account. Start Free Trial and register a profile if you don't have one yet.
2
Prepare a file. Use the Add New button. Then upload your file to the system from your device, importing it from internal mail, the cloud, or by adding its URL.
3
Edit form 13f-hr. Add and replace text, insert new objects, rearrange pages, add watermarks and page numbers, and more. Click Done when you are finished editing and go to the Documents tab to merge, split, lock or unlock the file.
4
Save your file. Select it from your list of records. Then, move your cursor to the right toolbar and choose one of the exporting options. You can save it in multiple formats, download it as a PDF, send it by email, or store it in the cloud, among other things.
Dealing with documents is always simple with pdfFiller. Try it right now
Uncompromising security for your PDF editing and eSignature needs
Your private information is safe with pdfFiller. We employ end-to-end encryption, secure cloud storage, and advanced access control to protect your documents and maintain regulatory compliance.
How to fill out form 13f-hr
How to fill out FORM 13F-HR
01
Download the FORM 13F-HR from the SEC's website.
02
Fill out the identification section with your name, address, and contact information.
03
Include the date of the report and the reporting period.
04
List all institutional investment managers that are required to file Form 13F.
05
Enter the securities holdings using the specified format, including the title of the security, the CUSIP number, the number of shares, and the value of the security.
06
Sign and date the form certifying that the information is accurate.
07
Submit the completed FORM 13F-HR electronically through the SEC's EDGAR system.
Who needs FORM 13F-HR?
01
Institutional investment managers with $100 million or more in assets under management.
02
Hedge funds and other investment firms that manage large portfolios of securities.
03
Pension funds and mutual funds that meet the asset threshold.
Fill
form
: Try Risk Free
People Also Ask about
What is the 13F HR form?
13F-HR is the 13F Holdings Report and is used when all of your applicable securities are on the report. The 13F-HR can also be the 13F Combination Report which is used when some of your applicable securities are on the report and some are on someone else's report.
What is the rule 13F?
Rule 13f-1(a) provides that every Manager which exercises investment discretion with respect to accounts holding Section 13(f) securities, as defined in rule 13f-1(c), having an aggregate fair market value on the last trading day of any month of any calendar year of at least $100,000,000 shall file a report on Form 13F
What is 13F ownership?
Generally speaking, Section 13(f) securities include those traded on an exchange like the Nasdaq, as well as “equity options and warrants, shares of closed-end investment companies, and certain convertible debt securities.” However, mutual funds are not considered Section 13(f) securities.
Are Form 13F filings public?
The Official List is published quarterly and is available for free on the SEC's website. It is not available in paper copy format or on computer disk. You can search for and retrieve Form 13F filings using the SEC's EDGAR database.
Do mutual funds have to file 13F?
The shares of open-end investment companies (i.e., mutual funds) are not Section 13(f) securities. Section 13(f) securities can be found on the Official List of Section 13(f) Securities. The Official List is published quarterly and is available for free on the SEC's website.
Do private funds have to file 13F?
Subject to certain exceptions, if your funds collectively owned in excess of $100 million of Section 13(f) securities as of the last day of any month during the 2024 calendar year, you're obligated to file a Form 13F for the quarter ended December 31, 2024, which filing will be due February 14, 2025.
Do private funds have to register?
Private funds are not required to be registered or regulated as investment companies under the federal securities laws. A private fund cannot publicly offer its securities.
Who is not required to file 13F?
Securities that are not on the Official List should not be reported on Form 13F. See, e.g., Rule 13f-1(c) under the Securities Exchange Act. For example, shares of open-end investment companies, i.e., mutual funds, are not included on the list and, therefore, should not be reported on Form 13F.
Is Form 13F public?
The Official List is published quarterly and is available for free on the SEC's website. It is not available in paper copy format or on computer disk. You can search for and retrieve Form 13F filings using the SEC's EDGAR database.
For pdfFiller’s FAQs
Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.
What is FORM 13F-HR?
FORM 13F-HR is a quarterly report that institutional investment managers must file with the Securities and Exchange Commission (SEC). It discloses the investment holdings of the manager.
Who is required to file FORM 13F-HR?
Institutional investment managers who manage more than $100 million in assets are required to file FORM 13F-HR.
How to fill out FORM 13F-HR?
FORM 13F-HR is filled out by providing details of all securities held by the institutional investment manager as of the end of the reporting period, including security titles, values, and the number of shares.
What is the purpose of FORM 13F-HR?
The purpose of FORM 13F-HR is to provide transparency regarding the investment holdings of large institutional investors and to help the SEC monitor market activities.
What information must be reported on FORM 13F-HR?
On FORM 13F-HR, managers must report the names of the securities, the number of shares owned, the values of the holdings, and the voting authority held over the securities.
Fill out your form 13f-hr online with pdfFiller!
pdfFiller is an end-to-end solution for managing, creating, and editing documents and forms in the cloud. Save time and hassle by preparing your tax forms online.
Form 13f-Hr is not the form you're looking for?Search for another form here.
Relevant keywords
Related Forms
If you believe that this page should be taken down, please follow our DMCA take down process
here
.
This form may include fields for payment information. Data entered in these fields is not covered by PCI DSS compliance.
