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Name: Fillable Online Initial Quarterly Form 13f Holdings Report Fax Email Print - pdfFiller
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This document is an initial quarterly report filed by Guardian Wealth Management, Inc. detailing its holdings as of September 30, 2024. It includes information about the institutional investment manager, the report period, and a summary of the holdings in various securities and financial instruments.

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How to fill out form 13f-hr

01

Gather necessary information, including your legal name and the names of your affiliated investment managers.

02

Identify the securities you need to report, focusing on equity securities as outlined by the SEC.

03

Fill out the identifying information section, including the name of your company and address.

04

Enter the period for which the report is being filed.

05

In the holdings section, list each security along with the number of shares and the value.

06

Review the form for accuracy to ensure compliance with SEC regulations.

07

Submit the completed Form 13F-HR electronically via the SEC's EDGAR system.

Who needs form 13f-hr?

01

Institutional investment managers who have discretion over investment accounts holding equity securities exceeding $100 million 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 holdings of publicly traded securities.

Who is required to file form 13f-hr?

Institutional investment managers who exercise investment 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, institutional investment managers must provide detailed information about their holdings, including the names of the securities, the number of shares owned, and their value, using the prescribed SEC format.

What is the purpose of form 13f-hr?

The purpose of Form 13F-HR is to provide the SEC and the public with information about the holdings of large institutional investors, enhancing transparency in the securities markets.

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

Form 13F-HR requires reporting the issuer name, class of securities, number of shares owned, and the fair market value of the securities held by the institutional investment manager.

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