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This document is an initial quarterly holdings report filed by Carolina Wealth Advisors, LLC, detailing the institutional investment manager\'s holdings as of December 31, 2024.
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How to fill out form 13f-hr
How to fill out form 13f-hr
01
Obtain a copy of Form 13F-HR from the SEC website.
02
Fill in the reporting person's name and address at the top of the form.
03
Provide the Central Index Key (CIK) number of the reporting person.
04
Report the information for the end of the reporting period in Section 1.
05
List each security held, including the name of the issuer, class of securities, and value.
06
Include the number of shares and market value for each security in the section provided.
07
Ensure all information is accurate and complete as per SEC requirements.
08
Sign and date the form where indicated.
09
Submit the completed form electronically to the SEC via EDGAR.
Who needs form 13f-hr?
01
Investment managers who exercise investment discretion over $100 million in securities.
02
Institutional investment managers required to report their holdings to the SEC.
03
Funds and institutional investors managing large portfolios that include Section 13(f) securities.
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What is form 13f-hr?
Form 13F-HR is a quarterly report filed with the SEC by institutional investment managers that manage over $100 million in assets, detailing their equity holdings.
Who is required to file form 13f-hr?
Institutional investment managers who manage over $100 million in securities and are registered under the Investment Advisers Act of 1940 are required to file Form 13F-HR.
How to fill out form 13f-hr?
Form 13F-HR can be filled out using the SEC's EDGAR filing system, detailing the manager's holdings in specified securities, including the name, class, and value of each security.
What is the purpose of form 13f-hr?
The purpose of Form 13F-HR is to provide transparency in the holdings of large institutional investors, allowing regulators and the public to monitor their equity investments.
What information must be reported on form 13f-hr?
Form 13F-HR requires the reporting of information including the name of the security, the class of the security, the CUSIP number, the value and number of shares owned, and the investment discretion exercised.
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