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Name: Fillable Online Initial Quarterly Form 13f Holdings Report Filed by Institutional Managers Fax Email Print - pdfFiller
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This document is the initial quarterly holdings report filed by EP Wealth Advisors, LLC, an institutional investment manager, for the reporting period ended December 31, 2017. It details the investments held by the firm and adheres to SEC regulations for reporting institutional holdings.

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How to fill out form 13f-hr

01

Gather the required information, including your identity and holdings data.

02

Download Form 13F-HR from the SEC website.

03

Fill out the basic information section, including your name, address, and contact information.

04

List the securities you hold, including the name, class, and value of each security.

05

Provide the required signatures and dates.

06

Review the form for any errors or omissions.

07

Submit the completed form electronically through the SEC's EDGAR system.

Who needs form 13f-hr?

01

Investment managers or institutional investment managers with over $100 million in assets under management.

02

Hedge funds, mutual funds, and other investment firms that meet the asset threshold.

03

Certain partnerships, corporations, and other entities that manage large investment portfolios.

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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, detailing their holdings of publicly traded securities.

Who is required to file form 13f-hr?

Institutional investment managers that manage over $100 million in assets are required to file Form 13F-HR.

How to fill out form 13f-hr?

To fill out Form 13F-HR, the filer needs to provide information about their firm, the name of the person filing, and detailed information regarding each security held, including the name, the class of securities, and the number of shares.

What is the purpose of form 13f-hr?

The purpose of Form 13F-HR is to provide transparency in the holdings of institutional investment managers, allowing the SEC and the public to monitor investment strategies and trends.

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

Form 13F-HR requires reporting of the institutional manager's name, the amount of assets under management, and detailed information about the securities including their title, value, quantity, and other relevant data.

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