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This document is a quarterly holdings report submitted to the Securities and Exchange Commission (SEC) by institutional investment managers detailing their equity holdings as of September 30, 2007. The report includes information about the filing institution, its holdings, and the securities owned.
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How to fill out form 13f-hr
How to fill out form 13f-hr
01
Obtain the Form 13F-HR from the SEC website or financial regulatory authority.
02
Review the instructions provided for Form 13F-HR to understand the requirements.
03
Identify and list all of the institutional investment managers that are required to file the form.
04
Gather the necessary information regarding the securities you manage that are required to be reported, including the name, type, and value.
05
Fill out Part 1 of the form with your identifying information, including name, contact details, and the point of contact.
06
Complete Part 2 of the form by providing details of the securities managed, including the CUSIP number, title of security, and the value of the shares owned.
07
If applicable, prepare and attach any supplemental schedules or additional documentation as per the instructions.
08
Review the entire form for accuracy and completeness.
09
Submit the completed Form 13F-HR electronically through the EDGAR system by the deadline.
Who needs form 13f-hr?
01
Institutional investment managers who exercise investment discretion over $100 million or more in securities must file Form 13F-HR with the SEC.
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What is form 13f-hr?
Form 13F-HR is a regulatory filing required by the Securities and Exchange Commission (SEC) in the United States, which is used to report the holdings of institutional investment managers.
Who is required to file form 13f-hr?
Investment managers who exercise discretion over $100 million or more in securities are required to file Form 13F-HR.
How to fill out form 13f-hr?
Form 13F-HR is filled out by listing all securities owned by the investment manager that are required to be reported, along with details such as the number of shares held and the value of each security.
What is the purpose of form 13f-hr?
The purpose of Form 13F-HR is to provide transparency in the holdings of large institutional investment managers and to enable the SEC and the public to monitor their investments.
What information must be reported on form 13f-hr?
Form 13F-HR must report information such as the names of the securities, their titles, CUSIP numbers, the number of shares owned, and the value of those shares.
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