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SECURITIES AND EXCHANGE COMMISSIONER 13FHR Initial quarterly Form 13F holdings report filed by institutional managersFiling Date: 20210714 | Period of Report: 20210630 SEC Accession No. 000095012321008771
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How to fill out 13f-hr form - quarterly

01
Obtain the 13F-HR form from the Securities and Exchange Commission (SEC) website or through your filing service provider.
02
Fill out the basic information section, including the name of the institutional investment manager, the address, and the contact information.
03
Provide the Central Index Key (CIK) number and the SEC file number, if applicable.
04
Report the date of the end of the fiscal quarter for which the form is being filed.
05
List all securities holdings as of the end of the reporting period. Include the names of the issuer, the class of securities, the CUSIP number, and the number of shares or principal amount held.
06
Provide information about the investment discretion and the voting power over the securities.
07
Indicate whether there have been any changes to the previously reported holdings and provide the reasoning for the changes if necessary.
08
Sign and date the form, acknowledging that the information provided is accurate and complete.
09
Submit the completed form electronically through the SEC's EDGAR system or via mail if requested.

Who needs 13f-hr form - quarterly?

01
Institutional investment managers, such as hedge funds, mutual funds, and pension funds, who exercise investment discretion over assets of at least $100 million in Section 13(f) securities are required to file the 13F-HR form on a quarterly basis. This submission provides transparency to investors and the SEC about their holdings and potential investment strategies.
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13F-HR form is a quarterly filing required by the Securities and Exchange Commission (SEC) that must be submitted by institutional investment managers with at least $100 million in qualifying assets under management.
Institutional investment managers with at least $100 million in qualifying assets under management are required to file the 13F-HR form quarterly.
13F-HR form can be filled out electronically using the EDGAR system provided by the SEC. The form requires information about the institutional investment manager's holdings of publicly traded securities.
The purpose of the 13F-HR form is to provide transparency into the investment activities of institutional investment managers and to help investors make more informed decisions.
The 13F-HR form requires reporting information on the institutional investment manager's holdings of publicly traded securities, including the name of the security, the number of shares held, and the market value of the holdings.
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