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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 holdings report filed by institutional managers to disclose their equity positions as of the reporting period. The filing includes information about the reporting manager, holdings, and detailed shares of various companies and other assets.

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How to fill out form 13f-hr

01

Obtain the Form 13F-HR from the SEC's website or relevant regulatory body.

02

Fill in the reporting person’s information including name, address, and contact details.

03

Provide the date for which the holdings are reported.

04

List all securities that are subject to Section 13(f) of the Securities Exchange Act in the required format.

05

Include the number of shares and the fair market value of each security.

06

Ensure all holdings are reported in accordance with the reporting guidelines.

07

Review the completed form for accuracy and compliance.

08

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

Who needs form 13f-hr?

01

Investment managers and institutional investment managers who manage over $100 million in Section 13(f) securities.

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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, disclosing their equity holdings.

Who is required to file form 13f-hr?

Institutional investment managers that 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, managers must provide details about their securities holdings, including the number of shares and the total value, and report required information in the SEC prescribed format.

What is the purpose of form 13f-hr?

The purpose of Form 13F-HR is to provide transparency regarding institutional investment managers' holdings, allowing the SEC and the public to monitor investment activities.

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

Form 13F-HR must report information including the name of the issuer, the class of securities, the value of the holdings, and the number of shares held.

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