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This document is an initial quarterly holdings report filed by Siemens AG under Form 13F, detailing their investment holdings as of June 30, 2023. It outlines institutional investment manager activities and includes basic information about the filing entity, signatures, and a summary of the holdings reported.
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How to fill out form 13f-hr

01
Obtain the form 13F-HR from the SEC's website or relevant regulatory body.
02
Fill out the identifying information section, including the institutional investment manager's name, address, and SEC file number.
03
Indicate the reporting period for which you are submitting the form.
04
List all equity securities for which you exercise investment discretion, ensuring to include the name of the issuer, class of the securities, and value of each security.
05
Include the total number of shares owned for each security listed.
06
Ensure that all required information is complete and accurate before signing the declaration section.
07
Submit the form electronically via the SEC's EDGAR system.

Who needs form 13f-hr?

01
Institutional investment managers who manage over $100 million in securities must file form 13F-HR.
02
Hedge funds, mutual funds, and other investment firms that meet the asset threshold also need to file this form.
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Form 13F-HR is a quarterly report that institutional investment managers must file with the Securities and Exchange Commission (SEC) to disclose their equity holdings.
Institutional investment managers who manage over $100 million in assets are required to file Form 13F-HR.
To fill out Form 13F-HR, managers should list their qualifying securities, including the name of the issuer, class of security, the number of shares, and the market value, along with a completed cover page.
The purpose of Form 13F-HR is to provide transparency in the investment activities of institutional managers and to enable the SEC and the public to monitor these institutions' holdings.
The form must report the names of the issuers, classes of securities, CUSIP numbers, numbers of shares owned, and the market values of those securities.
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