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SECURITIES AND EXCHANGE COMMISSIONER 13FHR Initial quarterly Form 13F holdings report filed by institutional managersFiling Date: 20220811 | Period of Report: 20220630 SEC Accession No. 000142050622001483

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How to fill out sec form 13f what

01

Obtain the necessary forms - SEC Form 13F can be found on the SEC's official website.

02

Provide basic information - Fill out the form with your name, address, and contact information.

03

Report holdings - Detail all securities held in the portfolio, including the name of the issuer and the class of security.

04

Submit electronically - Once completed, submit the form electronically to the SEC.

05

Make any necessary updates - Update the form within 45 days of the end of each calendar quarter.

Who needs sec form 13f what?

01

Any institutional investment manager with assets under management of at least $100 million is required to file SEC Form 13F. This includes hedge funds, mutual funds, and other investment firms.

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What is sec form 13f?

SEC 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. securities.

Who is required to file sec form 13f?

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

How to fill out sec form 13f?

SEC Form 13F can be filled out electronically through the SEC's EDGAR system. It requires information on the institutional investment manager's holdings of U.S. securities.

What is the purpose of sec form 13f?

The purpose of SEC Form 13F is to provide transparency into the investment holdings of institutional investment managers and help investors make informed decisions.

What information must be reported on sec form 13f?

SEC Form 13F requires reporting of the names of the issuers, the class of securities, the CUSIP number, the number of shares held, and the market value of each holding.

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