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S t EP h e n s E l e m e NT a Ry S c h o o l Br i n g Y our O w n T e c h n o l o GY (B Y O T) Guidelines As new technologies continue to change the world in which we live, they also provide many
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What is s t ep h?
S t ep h stands for Statement of Electronic Filing of Portfolios Held.
Who is required to file s t ep h?
Investment advisers who manage assets with a value of $100 million or more are required to file s t ep h.
How to fill out s t ep h?
S t ep h can be filled out electronically through the SEC's EDGAR system.
What is the purpose of s t ep h?
The purpose of s t ep h is to provide transparency and accountability in the management of investment portfolios.
What information must be reported on s t ep h?
S t ep h requires information on the holdings and transactions of the investment portfolios managed by the adviser.
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