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SECURITIES AND EXCHANGE COMMISSIONFORM 13FHR Initial quarterly Form 13F holdings report filed by institutional managersFiling Date: 20241114 | Period of Report: 20240930 SEC Accession No. 000108514624005888

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How to fill out sec form 13f a

01

Determine the reporting threshold: Ensure that your investment management firm has assets under management of at least $100 million.

02

Obtain the necessary information: Gather details on all securities that are managed by your firm.

03

Complete the form: Fill out the SEC Form 13F, including the required header information and a list of the securities managed.

04

List each security: For each security, provide the name of the issuer, the type of security, the number of shares owned, and the value of those shares.

05

Review and verify: Double-check all information for accuracy and completeness.

06

Submit the form: File the completed SEC Form 13F electronically through the SEC's EDGAR system by the specified deadline.

Who needs sec form 13f a?

01

Investment advisers and institutional investment managers with discretion over $100 million in securities.

02

Hedge funds, mutual funds, pension funds, and other asset management companies are also required to file this form.

03

Any entity that is required to report its holdings to the SEC and meets the asset threshold.

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What is sec form 13f a?

SEC Form 13F is a quarterly report required to be filed by institutional investment managers that manage more than $100 million in securities. It provides information about the manager's holdings in publicly traded equities.

Who is required to file sec form 13f a?

Institutional investment managers that exercise investment discretion over $100 million or more in equity securities must file SEC Form 13F.

How to fill out sec form 13f a?

To fill out SEC Form 13F, managers must provide details such as their name, address, the names of the securities held, the number of shares, and the value of each holding. The form must be filed electronically through the SEC's EDGAR system.

What is the purpose of sec form 13f a?

The purpose of SEC Form 13F is to provide transparency into the holdings of large institutional investment managers and to allow the public to see what securities are being held by these entities.

What information must be reported on sec form 13f a?

Form 13F must report the names of the securities held, the value of the securities, the number of shares owned, and other pertinent details about the holdings of the institutional investment manager.

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