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SECURITIES AND EXCHANGE COMMISSIONER 3Filing Date: 20190918 Period of Report: 20190917 SEC Accession No. 000120919119050101 (HTML Version on secdatabase.com)REPORTING OWNER Mailing Address 5241 SPRING
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To fill out form 13f-reports filed by, you need to follow these steps:
02
Obtain a copy of the form 13f-reports filed by from the Securities and Exchange Commission (SEC) website or your financial institution.
03
Read the instructions provided with the form carefully to understand the reporting requirements and guidelines.
04
Fill in your personal information such as name, address, and contact details in the designated fields.
05
Provide information about the investment manager or adviser filing the report, including their name, address, and SEC file number.
06
Include details about each security held by the filer, such as the name of the issuer, the class of equity, CUSIP number, and market value as of the reporting date.
07
Report the aggregate value of all securities traded during the quarter and any other required information.
08
Double-check all the information provided to ensure accuracy and compliance with SEC regulations.
09
Sign and date the form before submitting it to the SEC or your financial institution, depending on the filing process.
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Keep a copy of the filled-out form for your records.
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Submit the completed form within the specified deadline as set by the SEC.

Who needs form 13f-reports filed by?

01
Form 13f-reports filed by is required to be filed by institutional investment managers who exercise investment discretion over $100 million or more in certain equity securities.
02
This form is used to disclose information about their holdings, including the names of the securities, the number of shares held, and the value of the holdings.
03
It allows regulators and the public to monitor the investment activities of institutional investors and ensure transparency in the financial markets.
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Form 13F is filed by institutional investment managers to report their holdings of equity securities.
Institutional investment managers with assets under management of at least $100 million are required to file form 13F.
Form 13F is filled out electronically and submitted to the Securities and Exchange Commission (SEC) through the EDGAR system.
The purpose of form 13F is to provide transparency into the holdings of institutional investment managers and help investors make informed decisions.
Form 13F requires reporting of the name of the issuer, title of the class of securities, CUSIP number, and the number of shares held.
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