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SECURITIES AND EXCHANGE COMMISSIONER 13FHR Initial quarterly Form 13F holdings report filed by institutional managersFiling Date: 20181016 Period of Report: 20180930 SEC Accession No. 000157376718000011
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How to fill out form 13f -reports filed
How to fill out form 13f -reports filed
01
To fill out form 13F-reports filed, follow these steps:
1. Obtain the necessary form: Download form 13F from the Securities and Exchange Commission (SEC) website or request a copy from the SEC.
02
Provide your basic information: Fill in your name, address, and contact details in the designated fields on the form.
03
Identify the reporting manager: Provide the name and address of the investment manager who exercises investment discretion over the securities being reported.
04
Include the information about the securities: Enter the name and class of each exchange-traded security you held at the end of the reporting period. Include the CUSIP number, number of shares, and market value for each security.
05
Report investment companies: List any investment companies that you manage, control, or hold a 10% or more voting interest in.
06
Sign and date the form: Sign and date the completed form to certify the accuracy of the information provided.
07
Submit the form: File the form electronically through the SEC's EDGAR system within the required filing deadline. Retain a copy of the filed form for your records.
Who needs form 13f -reports filed?
01
Form 13F-reports filed is required by certain investment managers who exercise investment discretion over a certain threshold of equity assets. Specifically, the following institutions need to file form 13F:
02
- Registered investment advisers with at least $100 million in discretionary equity assets under management.
03
- Institutional investment managers with at least $100 million in equity assets under management.
04
These entities are required to report their holdings in certain publicly traded securities on a quarterly basis to provide transparency to the SEC and the public.
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What is form 13f -reports filed?
Form 13F is a quarterly report filed by institutional investment managers with at least $100 million in assets under management to the SEC.
Who is required to file form 13f -reports filed?
Institutional investment managers with at least $100 million in assets under management are required to file form 13F with the SEC.
How to fill out form 13f -reports filed?
Form 13F can 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 -reports filed?
The purpose of form 13F is to provide the public with information about the investment holdings of large institutional investors.
What information must be reported on form 13f -reports filed?
Form 13F requires institutional investment managers to report their equity holdings, including the number of shares held and the market value of those shares.
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