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Get the free Hefren-Tillotson, Inc. Form 13F-HR Filed 2019-10-04. Accession Number

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SECURITIES AND EXCHANGE COMMISSIONER 13FHR Initial quarterly Form 13F holdings report filed by institutional managersFiling Date: 20191004 | Period of Report: 20190930 SEC Accession No. 000158179319000004
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01
Obtain the blank Heffren-Tillotson Inc Form 13F-HR document.
02
Fill in the required information such as the name of the institutional investment manager, address, and contact information.
03
Provide details on the securities holdings in the appropriate sections of the form.
04
Include any other required information such as the type of securities held and the value of the holdings.
05
Review the completed form for accuracy and sign where indicated.
06
Submit the filled out Form 13F-HR to the appropriate regulatory authority within the specified deadline.

Who needs hefren-tillotson inc form 13f-hr?

01
Institutional investment managers who manage assets exceeding $100 million in qualifying securities must file Form 13F-HR to comply with reporting requirements set forth by the U.S. Securities and Exchange Commission (SEC).
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Hefren-Tillotson Inc Form 13F-HR is a quarterly report that institutional investment managers in the U.S. must file with the Securities and Exchange Commission (SEC) disclosing their holdings in equities and certain other securities.
Institutional investment managers that exercise investment discretion over $100 million or more in securities are required to file the Hefren-Tillotson Inc Form 13F-HR.
To fill out Form 13F-HR, managers must report various details, including the name of the reporting manager, the reporting period, and the list of securities owned with their respective values, following the SEC's prescribed guidelines.
The purpose of Form 13F-HR is to provide transparency in the holdings of institutional investment managers, enabling the public to obtain insights into their investment strategies and asset allocation.
Form 13F-HR must report details such as the issuer's name, the class of securities, the value of shares, and the number of shares owned by the institutional investment manager.
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