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James L. Bulk, D.D.S. 15307 FM 1825 Pflugerville, TX 78660 5129890888 www.burkfamilydentistry.comPatient Information Patient Name:Date: Last, First MI(Preferred Name)Email:Gender:Social Security #:Birth
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Burk D, also known as Form 13F, is a quarterly report filed by institutional investment managers who meet certain criteria, disclosing their investment holdings.
Institutional investment managers with discretion over $100 million in securities are required to file Burk D.
To fill out Burk D, managers need to list their holdings of securities in a specific format that includes details such as name of issuer, class of securities, and value in dollars.
The purpose of Burk D is to provide information on the equity holdings of institutional investors, increasing transparency in the financial markets.
On Burk D, managers must report details like the name of the issuer, class of securities, the number of shares held, and the value of the holdings.
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