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Service name CDA Investor # 10311122222 10311122223 10311122224 10311122225 10311122226 10311122227 10311122228 10311122229 10311122230 Portfolio Activity and Reconciliation Name Borrower Name LPI
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12 form - portfolio is a form that must be filed by certain entities to report their portfolio holdings.
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Entities such as investment companies and certain institutional investors are required to file 12 form - portfolio.
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12 form - portfolio can be filled out electronically or through paper filing. Entities must report detailed information about their portfolio holdings.
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The purpose of 12 form - portfolio is to provide transparency and accountability regarding the holdings of certain entities.
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Entities must report information such as the name of each security held, the value of each security, and the quantity of each security.
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