Form preview

Get the free Form 13F Supporting Statement

Get Form
SUPPORTING STATEMENT For the Paperwork Reduction Act Information Collection Submission for FORM 13F A.JUSTIFICATION 1. Necessity for the Information Collection In 1968, Congress directed the Securities
We are not affiliated with any brand or entity on this form

Get, Create, Make and Sign form 13f supporting statement

Edit
Edit your form 13f supporting statement form online
Type text, complete fillable fields, insert images, highlight or blackout data for discretion, add comments, and more.
Add
Add your legally-binding signature
Draw or type your signature, upload a signature image, or capture it with your digital camera.
Share
Share your form instantly
Email, fax, or share your form 13f supporting statement form via URL. You can also download, print, or export forms to your preferred cloud storage service.

How to edit form 13f supporting statement online

9.5
Ease of Setup
pdfFiller User Ratings on G2
9.0
Ease of Use
pdfFiller User Ratings on G2
Use the instructions below to start using our professional PDF editor:
1
Set up an account. If you are a new user, click Start Free Trial and establish a profile.
2
Prepare a file. Use the Add New button to start a new project. Then, using your device, upload your file to the system by importing it from internal mail, the cloud, or adding its URL.
3
Edit form 13f supporting statement. Rearrange and rotate pages, insert new and alter existing texts, add new objects, and take advantage of other helpful tools. Click Done to apply changes and return to your Dashboard. Go to the Documents tab to access merging, splitting, locking, or unlocking functions.
4
Save your file. Choose it from the list of records. Then, shift the pointer to the right toolbar and select one of the several exporting methods: save it in multiple formats, download it as a PDF, email it, or save it to the cloud.
With pdfFiller, it's always easy to deal with documents. Try it right now

Uncompromising security for your PDF editing and eSignature needs

Your private information is safe with pdfFiller. We employ end-to-end encryption, secure cloud storage, and advanced access control to protect your documents and maintain regulatory compliance.
GDPR
AICPA SOC 2
PCI
HIPAA
CCPA
FDA

How to fill out form 13f supporting statement

Illustration

How to fill out form 13f supporting statement

01
Start by obtaining the Form 13F Supporting Statement from the Securities and Exchange Commission (SEC) website.
02
Carefully read and understand the instructions provided with the form.
03
Begin by entering the name and address of the reporting manager.
04
Fill in the SEC file number assigned to the reporting manager.
05
Provide details of the securities holdings in the appropriate sections of the form.
06
Include information such as the name of the issuer, class of securities, CUSIP number, and number of shares held.
07
If applicable, include the principal amount of convertible securities, options, or rights held.
08
Ensure that all the required information is provided accurately and completely.
09
Sign and date the form.
10
Review the completed form for any errors or missing information before submission.
11
Submit the Form 13F Supporting Statement to the SEC according to the specified filing deadlines.

Who needs form 13f supporting statement?

01
Form 13F Supporting Statement is needed by institutional investment managers who manage portfolios exceeding $100 million in securities.
02
It is required under Section 13(f) of the Securities Exchange Act of 1934 and Rule 13f-1 thereunder.
03
These managers must report their holdings of certain securities on a quarterly basis using Form 13F and the accompanying supporting statement.
04
The purpose of this disclosure is to provide transparency and assist investors in making informed decisions based on public knowledge of institutional holdings.
Fill form : Try Risk Free
Users Most Likely To Recommend - Summer 2025
Grid Leader in Small-Business - Summer 2025
High Performer - Summer 2025
Regional Leader - Summer 2025
Easiest To Do Business With - Summer 2025
Best Meets Requirements- Summer 2025
Rate the form
4.6
Satisfied
57 Votes

For pdfFiller’s FAQs

Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.

It's easy to make your eSignature with pdfFiller, and then you can sign your form 13f supporting statement right from your Gmail inbox with the help of pdfFiller's add-on for Gmail. This is a very important point: You must sign up for an account so that you can save your signatures and signed documents.
Use the pdfFiller app for iOS to make, edit, and share form 13f supporting statement from your phone. Apple's store will have it up and running in no time. It's possible to get a free trial and choose a subscription plan that fits your needs.
With the pdfFiller mobile app for Android, you may make modifications to PDF files such as form 13f supporting statement. Documents may be edited, signed, and sent directly from your mobile device. Install the app and you'll be able to manage your documents from anywhere.
Form 13F supporting statement is a document filed with the Securities and Exchange Commission (SEC) that provides additional information supporting the Form 13F filing, which discloses institutional investment holdings.
Investment managers with discretion over $100 million or more in certain equity securities must file Form 13F and the supporting statement.
Form 13F supporting statement can be filled out electronically through the SEC's EDGAR system. The form requires detailed information about the institutional investment holdings.
The purpose of Form 13F supporting statement is to provide additional information to the SEC about the investment holdings of institutional investors, helping to promote transparency in the market.
Form 13F supporting statement must report information such as the name of the institutional investment manager, the securities held, the value of the holdings, and other relevant details.
Fill out your form 13f supporting statement online with pdfFiller!

pdfFiller is an end-to-end solution for managing, creating, and editing documents and forms in the cloud. Save time and hassle by preparing your tax forms online.

Get started now
Form preview
If you believe that this page should be taken down, please follow our DMCA take down process here .
This form may include fields for payment information. Data entered in these fields is not covered by PCI DSS compliance.