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Discover the quarterly Form 13F-HR report filed by BCS Wealth Management, detailing holdings as of March 31, 2023. Enhance your financial insights today!
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Form 13F-HR is a quarterly report filed by institutional investment managers that provides information about their equity holdings.
Institutional investment managers who exercise investment discretion over $100 million or more in securities must file Form 13F-HR.
To fill out Form 13F-HR, institutional investors must list all their equity securities and provide details such as the name of the issuer, class of securities, number of shares owned, and the fair market value.
The purpose of Form 13F-HR is to provide transparency and insight into the investment activities of large institutional investors, helping promote market efficiency.
Form 13F-HR requires reporting of the names of issuers, the title of the securities, the amount of securities owned, and the value of the holdings, among other details.
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