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Name: Fillable Online Initial Quarterly Form 13f Holdings Report Fax Email Print - pdfFiller
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This document reports the holdings of institutional investment manager Pure Financial Advisors, LLC, as of March 31, 2024. It includes detailed information about the securities held, their values, and the number of shares controlled by the reporting manager.

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How to fill out form 13f-hr

01

Begin by downloading the Form 13F-HR from the SEC website.

02

Fill in your name, address, and contact information in the designated sections.

03

Provide the name of the institutional investment manager filing the form.

04

Enter the date of the end of the reporting period.

05

List all securities owned by the institutional manager at the end of the reporting period, including their market values.

06

Ensure that the CUSIP numbers for each security are correctly included.

07

Calculate the aggregate fair market value of the securities being reported.

08

Complete the certification section, confirming that the information is accurate.

09

Submit the form electronically through the EDGAR system.

Who needs form 13f-hr?

01

Institutional investment managers who exercise investment discretion over $100 million in securities must file Form 13F-HR.

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What is form 13f-hr?

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.

Who is required to file form 13f-hr?

Institutional investment managers with discretion over $100 million or more in Section 13(f) securities are required to file Form 13F-HR.

How to fill out form 13f-hr?

To fill out Form 13F-HR, managers need to provide details such as their identity, the securities they hold, and the value of those securities as of the reporting date.

What is the purpose of form 13f-hr?

The purpose of Form 13F-HR is to provide transparency in the equity holdings of large institutional investors, aiding in market regulation and investor awareness.

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

Form 13F-HR requires reporting of the names of the securities held, the number of shares held, the value of the securities, and the investment manager's information.

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