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FORM 4UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).STATEMENT
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How to fill out form 13f information table
How to fill out form 13f information table
01
Obtain a copy of the Form 13F template from the SEC website.
02
Fill in your firm's name, address, and CIK number at the top of the form.
03
List the securities holdings that meet the reporting threshold in Column 1.
04
Include the number of shares held and market value in Columns 2 and 3, respectively.
05
Report the name of the issuer and the title of the class of securities in Columns 4 and 5.
06
Submit the completed Form 13F to the SEC by the filing deadline.
Who needs form 13f information table?
01
Investment managers with assets under management of $100 million or more are required to file Form 13F.
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What is form 13f information table?
Form 13F is a quarterly report filed by institutional investment managers with at least $100 million in assets under management. It discloses their holdings of U.S. exchange-traded equities.
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.
How to fill out form 13f information table?
Form 13F is filled out electronically and submitted to the SEC through the EDGAR system. It requires detailed information about the securities held by the institutional investment manager.
What is the purpose of form 13f information table?
The purpose of Form 13F is to provide transparency about the holdings and investment strategies of institutional investment managers, which can be useful information for investors and regulators.
What information must be reported on form 13f information table?
Form 13F requires disclosure of the name of the institutional investment manager, the securities held, the value of the holdings, and other relevant details.
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