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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 the initial quarterly holdings report filed by Resolute Advisors LLC as an institutional investment manager, detailing their reported securities and investment positions as of June 30, 2024.

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How to fill out form 13f-hr

01

Obtain the Form 13F-HR document from the SEC's website or your financial advisor.

02

Fill in the fund's information, including name, address, and identity of the reporting manager.

03

Provide the reporting period date at the top of the form.

04

List all the securities owned in the portfolio with their relevant details such as ticker symbols, CUSIP numbers, and the number of shares held.

05

Calculate the value of each security and sum to get the total value of the portfolio.

06

Complete the information regarding other required disclosures per SEC instructions.

07

Review the document for accuracy and completeness.

08

Sign and date the form at the bottom.

09

Submit the completed form electronically through the SEC's EDGAR system before the deadline.

Who needs form 13f-hr?

01

Investment managers who exercise investment discretion over $100 million or more in equity securities.

02

Institutional investment managers registered with the SEC.

03

Pension funds, mutual funds, and other investment vehicles that aggregate such assets.

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What is form 13f-hr?

Form 13F-HR is a quarterly report that institutional investment managers must file with the SEC, detailing their holdings of certain equity securities.

Who is required to file form 13f-hr?

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

How to fill out form 13f-hr?

Form 13F-HR is filled out by providing details such as the manager's information, the date of the report, and a complete listing of the securities held, including their values and the number of shares.

What is the purpose of form 13f-hr?

The purpose of Form 13F-HR is to provide transparency regarding institutional investment management and enable regulators and the public to analyze the securities holdings of large investors.

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

Form 13F-HR requires reporting of the names and values of the securities owned, the class of securities, and any other relevant information about the holdings.

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