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Name: Fillable Online Initial Quarterly Form 13f Holdings Report Filed by Institutional Managers Fax Email Print - pdfFiller
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This document is a quarterly report submitted by institutional investment managers to disclose their holdings as of a specific date. It includes information such as the value of holdings, number of

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How to fill out form 13f-hr

01

Obtain the Form 13F-HR from the SEC website or through the EDGAR system.

02

Fill out the top of the form with the name of the institutional investment manager, the address, and the contact information.

03

Complete Item 1 with the number of shares and the value of the securities in the portfolio at the end of the quarter.

04

In Item 2, list each security in the portfolio by its name and identify the class of securities.

05

Provide information regarding voting authority in the form.

06

Make sure to sign the form and include the required filing date.

07

Review the completed form for accuracy and compliance with SEC regulations.

08

Submit the form electronically through the EDGAR system by the filing deadline.

Who needs form 13f-hr?

01

Form 13F-HR needs to be filed by institutional investment managers who manage over $100 million in securities.

02

This includes investment advisors, hedge funds, mutual funds, and other investment entities.

03

It is primarily for those who manage portfolios of stocks and must disclose their holdings quarterly.

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What is form 13f-hr?

Form 13F-HR is a regulatory filing required by the SEC for institutional investment managers to report their holdings of certain securities.

Who is required to file form 13f-hr?

Institutional investment managers that manage over $100 million in securities are required to file Form 13F-HR.

How to fill out form 13f-hr?

To fill out Form 13F-HR, managers must disclose their holdings by listing the eligible securities, their values, and the number of shares held, among other required information.

What is the purpose of form 13f-hr?

The purpose of Form 13F-HR is to provide transparency regarding the holdings of large institutional investors and to assist the SEC in monitoring their investment activities.

What information must be reported on form 13f-hr?

Form 13F-HR requires reporting of the institutional manager's name, the securities held, the values of those holdings, and the number of shares or principal amount of each security.

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