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SECURITIES AND EXCHANGE COMMISSIONFORM 13FNT Initial quarterly Form 13F notice report filed by institutional managersFiling Date: 20240209 | Period of Report: 20231231 SEC Accession No. 000094469524000003
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How to fill out deadline for form 13f

01
Obtain a copy of form 13f and review its instructions.
02
Gather all the necessary information required for the form, such as the name and address of the reporting manager, the name of the securities being reported, and the value of each security.
03
Fill out the form accurately and completely, following the specific guidelines provided.
04
Double-check all information entered on the form for accuracy and make corrections as needed.
05
Submit the completed form by the established deadline.

Who needs deadline for form 13f?

01
Investment managers with assets under management of $100 million or more are required to file form 13f with the Securities and Exchange Commission. Hence, those who fall under this category need to comply with the deadline for form 13f.
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The deadline for form 13F is 45 days after the end of each calendar quarter.
Institutional investment managers with assets under management of at least $100 million are required to file form 13F.
Form 13F must be filled out electronically and submitted to the Securities and Exchange Commission (SEC).
The purpose of form 13F is to provide transparency into the investment activities of institutional investment managers.
Form 13F requires reporting of the securities holdings of institutional investment managers, including the name of the security, the number of shares held, and the market value of the holding.
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