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Get the free 0001104659-23-054334. Form 13F-HR filed on 2023-05-01 for the period ending 2023-03-31

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The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. The reader should not assume that the information
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How to fill out 0001104659-23-054334 form 13f-hr filed

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How to fill out 0001104659-23-054334 form 13f-hr filed

01
Obtain the 0001104659-23-054334 Form 13F-HR filed from the Securities and Exchange Commission (SEC) website.
02
Fill out the first section of the form, providing your name, address, and other identifying information.
03
Complete Part I of the form, which includes information about the reporting manager and the securities being reported.
04
Fill out Part II of the form, which details the voting authority for the securities reported.
05
Complete Part III of the form, which includes detailed information about the securities holdings.
06
Sign and date the form before submitting it to the SEC.

Who needs 0001104659-23-054334 form 13f-hr filed?

01
Any institutional investment manager with assets under management of at least $100 million is required to file Form 13F-HR with the SEC.
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Form 13F-HR is a quarterly report filed by institutional investment managers with at least 100 million in assets under management. It discloses their equity holdings.
Institutional investment managers with at least 100 million in assets under management are required to file Form 13F-HR.
To fill out Form 13F-HR, institutional investment managers should provide information on their equity holdings, including names of securities, CUSIP numbers, and market values.
The purpose of Form 13F-HR is to provide transparency to the market by disclosing the equity holdings of institutional investment managers.
On Form 13F-HR, institutional investment managers must report the names of securities, CUSIP numbers, number of shares, and market values of each equity holding.
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