Get the free FORM 13F INFORMATION TABLE - sec.gov

Name: Fillable Online FORM 13F INFORMATION TABLE - sec.gov Fax Email Print - pdfFiller
Brand: pdfFiller
Rating: 4.6 (33 reviews)

Get Form

Show details

SEC File Number: 00139453 CUSP Number: G7000X105UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549FORM 12b25 NOTIFICATION OF LATE FILING (Check One): Form 10K Form 10D Form 20F

We are not affiliated with any brand or entity on this form

Get, Create, Make and Sign form 13f information table

Edit your form 13f information table form online

Type text, complete fillable fields, insert images, highlight or blackout data for discretion, add comments, and more.

Add your legally-binding signature

Draw or type your signature, upload a signature image, or capture it with your digital camera.

Share your form instantly

Email, fax, or share your form 13f information table form via URL. You can also download, print, or export forms to your preferred cloud storage service.

Editing form 13f information table online

Ease of Setup

pdfFiller User Ratings on G2

Ease of Use

pdfFiller User Ratings on G2

To use the professional PDF editor, follow these steps below:

1

Log in. Click Start Free Trial and create a profile if necessary.

2

Simply add a document. Select Add New from your Dashboard and import a file into the system by uploading it from your device or importing it via the cloud, online, or internal mail. Then click Begin editing.

3

Edit form 13f information table. Rearrange and rotate pages, add new and changed texts, add new objects, and use other useful tools. When you're done, click Done. You can use the Documents tab to merge, split, lock, or unlock your files.

4

Get your file. Select your file from the documents list and pick your export method. You may save it as a PDF, email it, or upload it to the cloud.

pdfFiller makes dealing with documents a breeze. Create an account to find out!

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.

Learn more about security & compliance

How to fill out form 13f information table

01

To fill out form 13F information table, follow these steps:

02

Start by downloading the form from the official website of the Securities and Exchange Commission (SEC).

03

Fill in the general information section, including the name and address of the reporting manager.

04

Provide the fiscal year and quarter-end date for which the report is being filed.

05

Proceed to the information table section and list each security being reported.

06

Include details such as the name of the issuer, class of equity security, CUSIP number, and the number of shares or principal amount held.

07

Indicate whether the security is put or call options and provide the number of contracts or shares.

08

Calculate and report the total value of each security in column 7.

09

Repeat the process for all securities being reported.

10

Complete the remainder of the form, which includes signing and dating the document.

11

Ensure that all required attachments and supporting documentation are included.

12

Review the filled-out form for accuracy and completeness before submitting it to the SEC.

13

File the form electronically through the SEC's EDGAR system or by mailing a physical copy to the designated address.

14

Note: It is advisable to consult with a legal or financial professional for guidance in accurately completing form 13F.

Who needs form 13f information table?

01

Form 13F information table is required by institutional investment managers who exercise investment discretion over $100 million or more in certain U.S. equity securities.

02

Any investment manager meeting this threshold must file form 13F with the SEC to disclose their holdings of such securities.

03

This form provides transparency and allows the public and regulatory authorities to monitor the activities of institutional investment managers.

Fill form : Try Risk Free

Rate the form

4.6

Satisfied

33 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.

How do I complete form 13f information table online?

pdfFiller has made it simple to fill out and eSign form 13f information table. The application has capabilities that allow you to modify and rearrange PDF content, add fillable fields, and eSign the document. Begin a free trial to discover all of the features of pdfFiller, the best document editing solution.

How do I make changes in form 13f information table?

The editing procedure is simple with pdfFiller. Open your form 13f information table in the editor, which is quite user-friendly. You may use it to blackout, redact, write, and erase text, add photos, draw arrows and lines, set sticky notes and text boxes, and much more.

How do I edit form 13f information table in Chrome?

Download and install the pdfFiller Google Chrome Extension to your browser to edit, fill out, and eSign your form 13f information table, which you can open in the editor with a single click from a Google search page. Fillable documents may be executed from any internet-connected device without leaving Chrome.

What is form 13f information table?

Form 13F is a quarterly report filed with the Securities and Exchange Commission (SEC) by institutional investment managers with at least $100 million in assets under management. It discloses the manager's holdings of publicly traded securities.

Who is required to file form 13f information table?

Institutional investment managers with at least $100 million in assets under management are required to file form 13F information table with the SEC.

How to fill out form 13f information table?

Form 13F can be filled out electronically on the SEC's EDGAR system. The form requires disclosing the name of the manager, the securities held, the class of securities, and the market value of each holding.

What is the purpose of form 13f information table?

The purpose of form 13F is to provide transparency into the investment holdings of institutional investment managers, helping investors and the public understand their investment strategies.

What information must be reported on form 13f information table?

Form 13F requires reporting the name of the manager, the securities held, the class of securities, and the market value of each holding. It does not require disclosing individual transactions.

Fill out your form 13f information table 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