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OMB APPROVAL OMB Number: Expires: Estimated average burden hours per response..... SEC USE ONLY UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549FORM 13FINFORMATION REQUIRED

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How to fill out 13f-hr 1

01

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

02

Fill in your name and address at the top of the form.

03

Provide the SEC file number of the registrant whose securities are being reported.

04

Indicate the name and address of the person filing the form.

05

State the name and address of the person to whom inquiries about the form should be addressed.

06

Enter the date of the end of the calendar quarter for which the report is being filed.

07

Specify the name and ticker symbol of each class of security being reported.

08

Report the title and the value of the securities for each class being reported.

09

Provide the number of shares or principal amount of each class of security being reported.

10

Calculate and report the aggregate fair market value of all securities reported.

11

Sign and date the form.

12

Keep a copy of the completed Form 13F-HR for your records.

13

Submit the form to the Securities and Exchange Commission (SEC) by the due date.

Who needs 13f-hr 1?

01

Form 13F-HR is required to be filed by institutional investment managers who manage assets of at least $100 million and invest in certain specified securities. This includes hedge funds, mutual funds, and other types of investment companies.

02

In addition, certain qualified institutional investors, such as banks and insurance companies, may also be required to file Form 13F-HR if they meet the threshold for managed assets.

03

Filing Form 13F-HR provides transparency into the holdings and investment strategies of these institutional investment managers, which aids in the protection of investors and helps ensure a fair and efficient securities market.

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What is 13f-hr 1?

The Form 13F-HR is a quarterly report that institutional investment managers must file with the Securities and Exchange Commission (SEC) to disclose their equity holdings.

Who is required to file 13f-hr 1?

Institutional investment managers who manage over $100 million in qualifying investments are required to file the Form 13F-HR.

How to fill out 13f-hr 1?

Form 13F-HR can be filled out electronically using the SEC's EDGAR system, where filers will need to provide details about their equity holdings including the name of each security and its value.

What is the purpose of 13f-hr 1?

The purpose of Form 13F-HR is to enhance transparency in the financial markets by requiring institutional investment managers to disclose their equity holdings, thereby allowing the public to see how these large investors are positioned.

What information must be reported on 13f-hr 1?

The report must include information such as the name of the issuers of securities, the class of securities, the quantity of shares owned, and the fair market value of the holdings.

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