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Este formulario es un informe de tenencias trimestrales presentado por gestores institucionales, que incluye detalles sobre la gestión de activos y las participaciones en diversas entidades, así como información sobre la empresa que somete el informe.
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How to fill out form 13f-hr
How to fill out form 13f-hr
01
Identify the reporting person, which is typically an institutional investment manager.
02
Gather details of all the securities owned that are required to be reported under Form 13F.
03
Complete the required header information, including name, address, and SEC file number.
04
List each security by its title, CUSIP number, the number of shares owned, and the value of the holdings.
05
Provide the date the holdings were reported.
06
Ensure to sign and date the form to certify the information provided is accurate.
07
Submit the completed form electronically via the SEC's EDGAR system.
Who needs form 13f-hr?
01
Institutional investment managers that manage over $100 million in eligible securities are required to file Form 13F.
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What is form 13f-hr?
Form 13F-HR is a quarterly filing required by the Securities and Exchange Commission (SEC) for institutional investment managers to report their holdings of certain equity securities.
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?
To fill out Form 13F-HR, an investment manager must include their identifying information, a complete list of securities holdings as of the end of the calendar quarter, and any other required disclosures. Instructions can be found on the SEC's website.
What is the purpose of form 13f-hr?
The purpose of Form 13F-HR is to provide the SEC and the public with information about the holdings of institutional investment managers, promoting transparency in the financial markets.
What information must be reported on form 13f-hr?
Form 13F-HR must report the name of the issuer, the class of the securities, the CUSIP number, the number of shares owned, and the value of the holdings as of the reporting date.
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