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SECURITIES AND EXCHANGE COMMISSIONER 13FHR Initial quarterly Form 13F holdings report filed by institutional managersFiling Date: 20071025 | Period of Report: 20070930 SEC Accession No. 000104433007000007
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How to fill out sec form 13f-hr details

01
To fill out SEC form 13F-HR details, follow these steps: 1. Obtain Form 13F-HR: Visit the SEC's official website and search for Form 13F-HR. Download and print a copy of the form.
02
Fill in General Information: Start by entering the SEC file number, name of the institutional investment manager, and the address of its principal office.
03
Provide Filing Information: Indicate the type of filing being made (initial, amendment, or annual) and the date of the end of the fiscal year.
04
Report Summary: Complete the Summary Page, which includes the total value of securities held, the number of positions, and the total value of all securities purchased and sold during the reporting period.
05
Detail Holdings: Provide detailed information about each securities holding, including the name of the issuer, CUSIP number, number of shares, and value.
06
Sign and Date: Ensure the form is signed and dated by an authorized person. Include their name and title.
07
Submit the Form: File the completed Form 13F-HR with the SEC electronically through the EDGAR system or mail a paper copy to the SEC's address.
08
Note: It's essential to review the instructions provided by the SEC to ensure accurate and timely submission of Form 13F-HR.

Who needs sec form 13f-hr details?

01
SEC Form 13F-HR details are required to be filed by institutional investment managers who manage assets with an aggregate fair market value of at least $100 million.
02
This form helps provide transparency to the public and other market participants about the investment holdings and activities of these institutional investors.
03
It enables investors to analyze an institution's investment strategy, identify potential market trends, and make more informed investment decisions.
04
Additionally, the SEC uses the information provided on Form 13F-HR to monitor the activities and holdings of institutional investment managers.
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SEC Form 13F-HR details are documents that institutional investment managers are required to file with the Securities and Exchange Commission (SEC) to report their holdings of publicly traded securities.
Institutional investment managers with assets under management of at least $100 million are required to file SEC Form 13F-HR details.
Institutional investment managers can fill out SEC Form 13F-HR details electronically using the SEC's EDGAR system.
The purpose of SEC Form 13F-HR details is to provide transparency into the holdings of institutional investment managers and help monitor their activities in the market.
SEC Form 13F-HR details require reporting of the name of the institutional investment manager, the types and quantities of securities held, and the value of the holdings.
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