Get the free Form 13F (text) - SEC.gov
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SECURITIES AND EXCHANGE COMMISSIONER 13FNT Initial quarterly Form 13F notice report filed by institutional managersFiling Date: 20161031 Period of Report: 20160930 SEC Accession No. 000007297116001326
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How to fill out form 13f text
How to fill out form 13f text
01
To fill out Form 13F, follow these steps:
02
Start by providing your name, address, and SEC file number in the designated spaces.
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Indicate whether you are a new or amending filer, and provide the date of the report.
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List the name and address of each institutional investment manager filing the report.
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Include the name, class of securities, and CUSIP number for each security you held as of the reporting period.
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Report the fair market value of each security and the total value of all securities.
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Provide the aggregate amount of securities bought and sold during the reporting period.
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Indicate whether you have sole investment discretion or shared investment discretion over the reported securities.
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Finally, sign and date the form.
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Please note that these steps are general guidelines, and it is recommended to consult the official instructions provided by the SEC when filling out Form 13F.
Who needs form 13f text?
01
Form 13F text is required by institutional investment managers who exercise investment discretion over certain assets.
02
These managers must file Form 13F with the Securities and Exchange Commission (SEC) if their assets meet the threshold requirements outlined in the form's instructions.
03
The purpose of Form 13F is to provide transparency regarding the holdings and activities of institutional investment managers, allowing the SEC and other market participants to analyze market trends and monitor large institutional investors.
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Therefore, institutional investment managers who meet the criteria specified in the form's instructions need to file Form 13F text.
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What is form 13f text?
Form 13F is a quarterly report filed with the Securities and Exchange Commission (SEC) by institutional investment managers that discloses their equity holdings.
Who is required to file form 13f text?
Institutional investment managers with assets under management (AUM) of at least $100 million are required to file Form 13F.
How to fill out form 13f text?
Form 13F must be filled out electronically and submitted through the SEC's Electronic Data Gathering, Analysis, and Retrieval (EDGAR) system.
What is the purpose of form 13f text?
The purpose of Form 13F is to provide transparency into the holdings of institutional investment managers and help promote market integrity.
What information must be reported on form 13f text?
Form 13F requires institutional investment managers to report their equity holdings, including the name of the security, the number of shares held, and the market value.
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