Get the free Ballast, Inc. Form 13F-HR Filed 2023-01-26. Accession Number

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SECURITIES AND EXCHANGE COMMISSIONER 13FHR Initial quarterly Form 13F holdings report filed by institutional managersFiling Date: 20230126 | Period of Report: 20221231 SEC Accession No. 000117266123000299

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How to fill out ballast inc form 13f-hr

01

Step 1: Obtain the Ballast Inc Form 13F-HR. You can usually find this form on the official website of the U.S. Securities and Exchange Commission (SEC).

02

Step 2: Read the instructions provided with the form carefully to understand the requirements and guidelines for filling it out.

03

Step 3: Start by entering the reporting information, including the name and address of the reporting person or company.

04

Step 4: Fill in the information regarding the securities owned or managed by Ballast Inc. This may include details such as the name of the issuer, class of securities, CUSIP number, and the number of shares owned.

05

Step 5: Provide information about the voting authority and investment discretion for the securities reported.

06

Step 6: Complete the required sections regarding the filing person, including their name, address, citizenship, and title or capacity.

07

Step 7: Sign and date the form to certify the accuracy and completeness of the information provided.

08

Step 8: Review your completed Form 13F-HR for any errors or omissions before submitting it to the SEC. Ensure all required fields are filled out.

09

Step 9: File the form electronically using the SEC's Electronic Data Gathering, Analysis, and Retrieval (EDGAR) system or via mail if electronic filing is not possible.

10

Step 10: Retain a copy of the filled-out form for your records.

Who needs ballast inc form 13f-hr?

01

Ballast Inc Form 13F-HR is required to be filed by institutional investment managers with at least $100 million in assets under management.

02

These managers must report their holdings of certain publicly traded securities on a quarterly basis to the SEC using Form 13F-HR.

03

It is important for these investment managers to disclose their holdings to provide transparency in the financial markets and assist investors in making informed decisions.

04

Therefore, any institutional investment manager meeting the threshold mentioned above needs to file Ballast Inc Form 13F-HR.

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What is ballast inc form 13f-hr?

Ballast Inc Form 13F-HR is a quarterly report filed by institutional investment managers to disclose their equity holdings that exceed $100 million.

Who is required to file ballast inc form 13f-hr?

Institutional investment managers with discretion over $100 million in securities are required to file Ballast Inc Form 13F-HR.

How to fill out ballast inc form 13f-hr?

To fill out Ballast Inc Form 13F-HR, an institutional investment manager must provide details such as the names of the securities held, the value of each security, and the number of shares, adhering to the specified format.

What is the purpose of ballast inc form 13f-hr?

The purpose of Ballast Inc Form 13F-HR is to provide transparency into the investment holdings of institutional investors and to assist the SEC in monitoring the investment activities of these managers.

What information must be reported on ballast inc form 13f-hr?

The form must report the name, title, and value of each security, the number of shares held, and the investment manager's details.

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