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GOVERNMENT OF THE DISTRICT OF COLUMBIA OFFICE OF RISK MANAGEMENT Jed Ross Chief Risk OfficerPublic Sector Workers Compensation Programmer 13F FINANCIAL STATEMENT READ INSTRUCTIONS HERE AND ON THE

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How to fill out form 13-f financial statement

01

Step 1: Download the Form 13F from the U.S. Securities and Exchange Commission (SEC) website.

02

Step 2: Read the instructions provided with the form to understand the reporting requirements and deadlines.

03

Step 3: Gather all the necessary information and documentation related to your holdings and investments.

04

Step 4: Start filling out the form by entering your name, address, and other contact details as required.

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Step 5: Provide information about your fund, including the name, address, and CIK (Central Index Key).

06

Step 6: List all the securities held by your fund, including the name of the issuer, CUSIP (Committee on Uniform Security Identification Procedures) number, number of shares held, and fair market value.

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Step 7: Report any exempt securities or partial reporting exemptions, if applicable.

08

Step 8: Complete the remaining sections of the form, including the signature and date.

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Step 9: Review the completed form for accuracy and make any necessary edits or corrections.

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Step 10: Submit the filled-out Form 13F to the SEC by the required deadline either electronically or via mail.

Who needs form 13-f financial statement?

01

Form 13F financial statement is required to be filed by institutional investment managers who manage assets of at least $100 million.

02

This includes investment advisers, bank holding companies, insurance companies, pension funds, and other entities that meet the specified criteria.

03

Individual investors or small-scale investors generally do not need to file a Form 13F.

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What is form 13-f financial statement?

Form 13-F is a report that is required to be filed by institutional investment managers who manage more than $100 million in assets. It discloses their holdings of U.S. equity securities.

Who is required to file form 13-f financial statement?

Institutional investment managers who manage more than $100 million in assets are required to file form 13-F financial statement.

How to fill out form 13-f financial statement?

Form 13-F must be filled out electronically through the SEC's EDGAR system. It requires information about the manager's holdings of U.S. equity securities.

What is the purpose of form 13-f financial statement?

The purpose of form 13-F is to provide transparency into the investment activities of institutional investment managers and help investors make informed decisions.

What information must be reported on form 13-f financial statement?

Form 13-F requires information about the manager's holdings of U.S. equity securities, including the name of the security, the number of shares held, and the market value.

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