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This document is an initial quarterly report filed by institutional managers that summarizes their holdings as of September 30, 2024. It includes details about the filing institution, holdings, and relevant regulatory information.
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How to fill out form 13f-hr

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How to fill out form 13f-hr

01
Obtain a copy of Form 13F-HR from the SEC website or your financial advisor.
02
Review the filing requirements to ensure you are eligible to file the form.
03
Gather the necessary information about your qualifying securities, including the CUSIP numbers and the values of each security.
04
Complete the identification section with your fund's name, address, and file number.
05
List all qualifying securities in the appropriate section, ensuring accuracy in the reporting of the number of shares and total market value.
06
Sign and date the form, certifying that the information provided is true and accurate.
07
Submit the completed form electronically via the SEC's EDGAR system before the deadline.

Who needs form 13f-hr?

01
Institutional investment managers who exercise investment discretion over $100 million or more in securities.
02
Hedge funds and mutual funds that manage qualifying securities.
03
Investment advisors that meet the SEC threshold for filing requirements.
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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.
Institutions managing $100 million or more in securities are required to file Form 13F-HR.
To fill out Form 13F-HR, institutional investment managers must report their equity holdings, including the name of the issuer, class of security, and the number of shares held, in accordance with SEC instructions.
The purpose of Form 13F-HR is to provide transparency regarding the holdings of institutional investment managers and to enable the SEC and the public to monitor significant investment activities.
Form 13F-HR must report the name of the issuer, the class of security, the number of shares held, and the value of those shares as of the end of the reporting period.
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