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This document is a quarterly report filed by Simplify Asset Management Inc., detailing the company\'s holdings as of September 30, 2024. The report includes information on institutional investment holdings, the value of these holdings, and identifies the signatory as Paul S. Kim, CEO, CCO of the company. It also mentions the report specifics such as filing dates, addresses, and relevant SEC information.
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How to fill out form 13f-hr
How to fill out form 13f-hr
01
Gather necessary information about your investment management firm, including name, address, and contact details.
02
Identify the securities you manage that are required to be reported under Form 13F.
03
Determine the date of the report you are filing.
04
Complete the header section of the Form 13F, including your institutional investment manager details.
05
Fill out the table with the details of the securities, including the title of the class, CUSIP number, the number of shares, and the value of the securities.
06
Review the 'Information Table' for accuracy.
07
Sign and date the form, confirming the information is complete and accurate.
08
Submit the completed Form 13F-HR to the SEC through EDGAR.
Who needs form 13f-hr?
01
Investment managers who exercise investment discretion over $100 million or more in Section 13(f) securities are required to file Form 13F-HR.
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What is form 13f-hr?
Form 13F-HR is a quarterly report that institutional investment managers are required to 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 with over $100 million in qualifying assets under management are required to file Form 13F-HR.
How to fill out form 13f-hr?
To fill out Form 13F-HR, institutional investment managers need to provide a list of all reportable securities, including the name of the issuer, class of securities, and the value of the holdings, along with additional required information as specified by the SEC.
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, enabling the public and regulators to see the investment positions held by these entities.
What information must be reported on form 13f-hr?
Form 13F-HR must report the name of the issuer, class of securities, the value of the securities, and the number of shares held, along with the manager's identification details and other required information.
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