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8937Report of Organizational Actions Affecting Basis of SecuritiesForm (December 2017) Department of the Treasury Internal Revenue Serviceman Ia See separate instructions. Reporting Issuer1 Issuer\'s

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How to fill out sec form 13-f information

01

To fill out SEC Form 13-F information, follow these steps:

02

Download the latest version of SEC Form 13-F from the official SEC website.

03

Gather all the necessary information and documents required to complete the form. This includes details about the reporting institution, securities holdings, and transactions.

04

Start by entering the reporting period for which the form is being filed.

05

Provide the complete name, address, and CIK number of the reporting institution.

06

List all the securities held by the reporting institution during the reporting period. This includes the name of the issuer, title of the class, CUSIP number, and the number of shares or principal amount held.

07

For each security, indicate the investment discretion and sole voting power.

08

Include any changes in securities held since the previous filing, specifying the date of the transaction and the reason for the change.

09

Indicate any voting and non-voting securities acquired and disposed of during the reporting period.

10

Provide the aggregate market value of all securities held as of the last day of the reporting period.

11

Finally, sign and date the form as the authorized person of the reporting institution.

12

Make sure to review the completed form for accuracy before submitting it to the SEC.

Who needs sec form 13-f information?

01

SEC Form 13-F information is required by institutional investment managers who exercise investment discretion over $100 million or more in certain equity securities. These managers must file the form with the Securities and Exchange Commission (SEC) on a quarterly basis.

02

Additionally, any individual or organization interested in the holdings and transactions of these institutional investment managers can access this information by reviewing the publicly available SEC Form 13-F filings.

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What is sec form 13-f information?

SEC Form 13F is a required quarterly filing for institutional investment managers with at least $100 million in assets under management.

Who is required to file sec form 13-f information?

Institutional investment managers with at least $100 million in assets under management are required to file SEC Form 13F.

How to fill out sec form 13-f information?

SEC Form 13F must be filled out electronically and submitted to the SEC through the EDGAR system.

What is the purpose of sec form 13-f information?

The purpose of SEC Form 13F is to provide transparency and insight into the investment activities of institutional investment managers.

What information must be reported on sec form 13-f information?

SEC Form 13F requires reporting of the names of the securities held, the number of shares held, and the total value of the holdings.

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