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Learn about the 2024 initial quarterly Form 13F holdings report filed by Create Investment Advisors, detailing their 2023 holdings as of December 31, 2023.
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How to fill out form 13f-hr
How to fill out form 13f-hr
01
Begin by obtaining the current Form 13F-HR from the SEC website.
02
Fill in your investment manager information at the top, including name, address, email, and SEC file number.
03
Enter the reporting period for which you are filing the form.
04
List all securities you manage that are eligible under Section 13(f), including the name, CUSIP number, number of shares, and fair market value for each security.
05
Calculate the total fair market value of all securities included in the report.
06
Sign and date the form, certifying that the information provided is accurate and complete.
07
File the completed Form 13F-HR electronically through the EDGAR system.
Who needs form 13f-hr?
01
Investment managers that exercise investment discretion over $100 million or more in qualifying securities are required to file Form 13F-HR.
02
Institutional investment advisers and large institutional investors must submit this form to report their holdings.
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What is form 13f-hr?
Form 13F-HR is a quarterly report that institutional investment managers must file with the SEC to disclose their equity holdings.
Who is required to file form 13f-hr?
Institutional investment managers that exercise investment discretion over $100 million in Section 13(f) securities are required to file Form 13F-HR.
How to fill out form 13f-hr?
Form 13F-HR can be filled out using the SEC's online EDGAR filing system, following the instructions provided by the SEC to list all reportable securities held.
What is the purpose of form 13f-hr?
The purpose of Form 13F-HR is to provide transparency in the holdings of institutional investors and to allow the public to see where major investors are allocating their capital.
What information must be reported on form 13f-hr?
The form must report information such as the name of the issuer, class of the security, CUSIP number, number of shares held, and the value of the holdings.
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