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Este informe presenta los activos mantenidos por Aquire Wealth Advisors, LLC al 31 de diciembre de 2023, incluyendo detalles sobre las participaciones y su valoración total.
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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 website or your financial advisor.
02
Fill in the identifying information such as your name, address, and SEC file number.
03
List each security in your portfolio that meets the reporting threshold.
04
Include the quantity of each security owned as of the reporting date.
05
Provide the values of the securities as of the last trading day of the reporting period.
06
Review the instructions to ensure compliance with the reporting requirements.
07
Sign and date the form before submission.
08
Submit the completed form electronically through the EDGAR system.
Who needs form 13f-hr?
01
Investment managers who exercise investment discretion over $100 million in securities.
02
Institutional investment managers that are required to report holdings quarterly.
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What is form 13f-hr?
Form 13F-HR is a quarterly filing required by the Securities and Exchange Commission (SEC) that institutional investment managers must submit to report their holdings of certain securities.
Who is required to file form 13f-hr?
Institutional investment managers that 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 institutional investment manager must provide their identifying information, the quarter ending date, and detailed reporting of all Section 13(f) securities held during the reporting period, including the name, title, and quantity of each security.
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 institution, the date of the report, and detailed information about each Section 13(f) security held, including the security's name, title, value, quantity, and the manager’s voting authority.
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