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Name: Fillable Online Initial Quarterly Form 13f Holdings Report Filed by Institutional Managers Fax Email Print - pdfFiller
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This document is an initial quarterly report submitted by Edward J. Joyce, an institutional investment manager, detailing the holdings of various securities as required by section 13(f) of the Securities Exchange Act of 1934. The report lists the market values and voting authority of numerous holdings as of September 30, 2009.

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How to fill out form 13f-hr

01

Gather necessary information about your investment holdings.

02

Access the Form 13F-HR from the SEC’s website or through a financial advisor.

03

Input your name and contact information in the designated fields.

04

List all securities that you hold, including their CUSIP numbers.

05

Calculate and enter the fair market value of each security.

06

Include any additional information required, such as ownership details.

07

Review the completed form for accuracy and completeness.

08

Submit the form electronically through the SEC's Edgar system.

Who needs form 13f-hr?

01

Institutional investment managers who exercise investment discretion over $100 million or more in Section 13(f) securities.

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What is form 13f-hr?

Form 13F-HR is a quarterly report filed by institutional investment managers in the United States that manages over $100 million in securities. It is used to disclose their equity holdings.

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, an institutional investment manager must provide details such as their identity, the names of the securities they hold, the number of shares, and the value of each holding, following the specific format outlined by the SEC.

What is the purpose of form 13f-hr?

The purpose of Form 13F-HR is to provide transparency in the financial markets by allowing the public to see the investment decisions of large institutional investors.

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

Form 13F-HR must report the name of the issuer, the class of securities, the number of shares held, the value of the securities, and other relevant information as required by the SEC.

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