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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. 000189268824000139
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GE Form 13F is a form used to report the holdings of institutional investment managers regarding certain equity securities and is required under Section 13(f) of the Securities Exchange Act of 1934.
Institutional investment managers that exercise investment discretion over $100 million or more in securities must file GE Form 13F.
To fill out GE Form 13F, institutional investment managers must list their equity securities holdings, including each security's name, number of shares held, and the fair market value as of the last day of the reporting period.
The purpose of GE Form 13F is to provide the Securities and Exchange Commission (SEC), as well as the public, with information about the equity holdings of large institutional investment managers.
The information that must be reported on GE Form 13F includes the name of the issuers of each security, the class of securities, the number of shares or principal amount, and the value of each holding at the quarter-end date.
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