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Relatório inicial trimestral de participações 13F apresentado por gestores institucionais.
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How to fill out form 13f-hr
How to fill out form 13f-hr
01
Download Form 13F-HR from the SEC's website.
02
Fill out the Cover Page with basic information including the name of the institutional investment manager and its SEC file number.
03
Indicate the number of other included managers in Section 1.
04
List the eligible securities in Part 1, including each security's name and title, CUSIP number, number of shares owned, and the fair market value.
05
Complete Part 2 if you want to disclose information for other included managers.
06
Sign and date the form, certifying that the information provided is true and correct.
07
Submit the completed form electronically via the EDGAR system.
Who needs form 13f-hr?
01
Institutional investment managers that exercise investment discretion over $100 million in Section 13(f) securities.
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What is form 13f-hr?
Form 13F-HR is a filing with the U.S. Securities and Exchange Commission (SEC) that requires institutional investment managers to disclose their equity holdings.
Who is required to file form 13f-hr?
Institutional investment managers who 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?
Form 13F-HR can be filled out electronically through the SEC's EDGAR system, which includes sections for reporting the institutional manager's information, the securities they hold, and their aggregate fair market value.
What is the purpose of form 13f-hr?
The primary purpose of Form 13F-HR is to provide transparency in the financial markets by allowing the SEC and the public to track the investment holdings of large institutional managers.
What information must be reported on form 13f-hr?
The form requires reporting the names of the issuers of the securities, the class of securities, the number of shares held by the investment manager, and the total market value of those shares.
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