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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: ARAGON CAPITAL PARTNERS, L.P.CRD Number: 281851Annual Amendment All

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How to fill out form 13f holdings report

01

Obtain a copy of Form 13F from the U.S. Securities and Exchange Commission (SEC) website.

02

Gather all the necessary information required to fill out the form, including the name of the reporting manager, form type, and reporting period.

03

Begin with Section 1 of the form and provide the required information about the reporting manager.

04

Move on to Section 2 and list all the securities held as of the end of the reporting period, including the name of the issuer, class, cusip, market value, and the percentage of shares owned.

05

Fill out Section 3 to disclose any transactions in the securities listed in Section 2 during the reporting period.

06

Complete Section 4 to declare any securities over which the reporting manager has sole or shared voting power.

07

Add any footnotes or additional information required in Section 5.

08

Review the completed form for accuracy and completeness.

09

Sign and date the form, and provide the required contact information in Section 6.

10

File the completed form with the SEC within the specified deadline.

Who needs form 13f holdings report?

01

Form 13F holdings report is required to be filed by institutional investment managers who manage a certain threshold of assets defined by the SEC. This includes investment advisers, banks, insurance companies, and other financial institutions that act as managers for their clients' funds.

02

It is important for these entities to file the Form 13F to provide transparency on their holdings in publicly traded equities and to assist the SEC and other market participants in monitoring the holdings and activities of institutional investors.

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What is form 13f holdings report?

Form 13F Holdings Report is a quarterly report filed by institutional investment managers that discloses their equity holdings.

Who is required to file form 13f holdings report?

Institutional investment managers with assets under management of at least $100 million are required to file Form 13F Holdings Report.

How to fill out form 13f holdings report?

Form 13F Holdings Report can be filled out electronically and submitted to the Securities and Exchange Commission (SEC) through the EDGAR system.

What is the purpose of form 13f holdings report?

The purpose of Form 13F Holdings Report is to provide transparency and insight into the investment activities of institutional investment managers.

What information must be reported on form 13f holdings report?

Form 13F Holdings Report requires the disclosure of the name of the issuer, the title of the class of securities, the CUSIP number, the number of shares, and the fair market value of each security.

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