Get the free FMR LLC Form 13F-HR Filed 2017-08-11. Accession Number

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SECURITIES AND EXCHANGE COMMISSIONER 13FHR Initial quarterly Form 13F holdings report filed by institutional managersFiling Date: 20170811 Period of Report: 20170630 SEC Accession No. 000031506617002681

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How to fill out fmr llc form 13f-hr

01

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

02

Start by downloading the form from the Securities and Exchange Commission (SEC) website.

03

Read the instructions carefully to understand the requirements and reporting guidelines.

04

Fill in the basic information at the top of the form, including the name of the reporting institution (FMR LLC), the SEC-assigned file number, and the date of the reporting period.

05

Provide the required contact information, such as the reporting institution's address, phone number, and email address.

06

Next, list all securities held by the reporting institution that meet the threshold for reporting. Report each security separately, including the name of the issuer, the class of securities, and the CUSIP number.

07

Indicate the number of shares or principal amount of each security held at the end of the reporting period.

08

Provide details on the investment discretion of the reporting institution, whether it has sole voting power, shared voting power, sole dispositive power, or shared dispositive power over each security.

09

Report any transactions involving the securities during the reporting period, including purchases, sales, or other changes in ownership.

10

Complete the certification section at the end of the form, signed by an authorized officer of the reporting institution.

11

Review the completed form to ensure accuracy and completeness before submitting it to the SEC as per their specified filing instructions.

12

Keep a copy of the filed form for your records.

13

Note: This is a general guide, and it is advisable to refer to the official instructions provided by the SEC and consult with a legal or financial professional for specific guidance.

Who needs fmr llc form 13f-hr?

01

FMR LLC Form 13F-HR is required to be filed by institutional investment managers who exercise investment discretion over a certain threshold of securities. According to SEC regulations, any manager who holds or invests in more than $100 million worth of certain publicly traded securities (as per the Securities Exchange Act of 1934) needs to file this form. It applies to both U.S. and non-U.S. institutional investment managers that meet the reporting threshold. Please consult with legal or financial professionals to determine if your specific circumstances require filing Form 13F-HR.

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What is fmr llc form 13f-hr?

FMR LLC Form 13F-HR is a regulatory filing required by the Securities and Exchange Commission (SEC) that institutional investment managers must submit, detailing their investment holdings in securities.

Who is required to file fmr llc form 13f-hr?

Investment managers who exercise discretion over $100 million or more in securities must file Form 13F-HR.

How to fill out fmr llc form 13f-hr?

To fill out Form 13F-HR, investment managers must report their name, address, the securities' values, and the specific holdings as of the end of the quarter, using the SEC's prescribed format.

What is the purpose of fmr llc form 13f-hr?

The purpose of Form 13F-HR is to provide transparency in the holdings of large institutional investors and to help the SEC monitor institutional investment activities.

What information must be reported on fmr llc form 13f-hr?

FMR LLC Form 13F-HR must include the name of the issuer, the class of securities, the CUSIP number, the number of shares held, the fair market value of the shares, and any other required identifying information.

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