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Este formulario es un informe trimestral de las tenencias de los gestores institucionales, presentado por Capital Group Private Client Services, Inc., con fecha de presentación del 13 de febrero
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How to fill out form 13f-hr
How to fill out form 13f-hr
01
Obtain the Form 13F-HR from the SEC's website or your financial institution.
02
Fill out the identifying information at the top, including your name, address, and other pertinent details.
03
Provide the name and contact details of the signatory.
04
Complete the 'Other Managers' section if applicable, detailing any other investment managers managing the assets.
05
List all equity securities owned with details including their title, class, CUSIP number, and value.
06
Ensure to include all holdings that exceed the reporting threshold of $100 million.
07
Review the entire form for accuracy and completeness.
08
Sign and date the form.
09
Submit the form electronically through the EDGAR filing system by the deadline.
Who needs form 13f-hr?
01
Institutional investment managers who manage over $100 million in securities.
02
Investment advisors and hedge funds that meet the reporting threshold.
03
Certain pension funds and other entities that hold substantial equity positions.
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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 to disclose their holdings of publicly traded securities.
Who is required to file form 13f-hr?
Institutional investment managers that exercise investment discretion over accounts with assets under management of at least $100 million are required to file Form 13F-HR.
How to fill out form 13f-hr?
To fill out Form 13F-HR, managers must provide information such as their name, address, and total assets under management, along with a detailed list of securities held, including their value and the number of shares.
What is the purpose of form 13f-hr?
The purpose of Form 13F-HR is to provide transparency about the investment activities of large institutional investors to the public and the SEC.
What information must be reported on form 13f-hr?
Form 13F-HR requires the reporting of the name of each security, the number of shares owned, the value of the securities, and the manager's identifying information.
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