Get the free Form 13f-hr

Name: Fillable Online Initial Quarterly Form 13f Holdings Report Filed by Institutional Managers Fax Email Print - pdfFiller
Brand: pdfFiller
Rating: 4.7 (25 reviews)

Get Form

Show details

Este formulario reporta las tenencias de los fondos institucionales para el periodo terminado el 31 de marzo de 2024, presentado por Capasso Planning Partners LLC. Incluye detalles sobre la dirección,

We are not affiliated with any brand or entity on this form

Get, Create, Make and Sign form 13f-hr

Edit your form 13f-hr form online

Type text, complete fillable fields, insert images, highlight or blackout data for discretion, add comments, and more.

Add your legally-binding signature

Draw or type your signature, upload a signature image, or capture it with your digital camera.

Share your form instantly

Email, fax, or share your form 13f-hr form via URL. You can also download, print, or export forms to your preferred cloud storage service.

How to edit form 13f-hr online

Ease of Setup

pdfFiller User Ratings on G2

Ease of Use

pdfFiller User Ratings on G2

Follow the guidelines below to benefit from a competent PDF editor:

1

Register the account. Begin by clicking Start Free Trial and create a profile if you are a new user.

2

Prepare a file. Use the Add New button. Then upload your file to the system from your device, importing it from internal mail, the cloud, or by adding its URL.

3

Edit form 13f-hr. Text may be added and replaced, new objects can be included, pages can be rearranged, watermarks and page numbers can be added, and so on. When you're done editing, click Done and then go to the Documents tab to combine, divide, lock, or unlock the file.

4

Get your file. Select your file from the documents list and pick your export method. You may save it as a PDF, email it, or upload it to the cloud.

With pdfFiller, it's always easy to work with documents.

Uncompromising security for your PDF editing and eSignature needs

Your private information is safe with pdfFiller. We employ end-to-end encryption, secure cloud storage, and advanced access control to protect your documents and maintain regulatory compliance.

Learn more about security & compliance

How to fill out form 13f-hr

01

Gather all required information about your investment holdings.

02

Access the SEC's EDGAR system to find the Form 13F-HR template.

03

Complete the identifying information section, including name and address.

04

List all equity securities in which you have investment discretion, including the name of each issuer.

05

Provide the number of shares and the fair market value of each security as of the end of the reporting period.

06

Sign and date the form to certify its accuracy.

07

Submit the completed Form 13F-HR electronically via the EDGAR system.

Who needs form 13f-hr?

01

Institutional investment managers with investment discretion over $100 million in Section 13(f) securities.

Fill form : Try Risk Free

Rate the form

4.7

Satisfied

25 Votes

For pdfFiller’s FAQs

Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.

How can I modify form 13f-hr without leaving Google Drive?

You can quickly improve your document management and form preparation by integrating pdfFiller with Google Docs so that you can create, edit and sign documents directly from your Google Drive. The add-on enables you to transform your form 13f-hr into a dynamic fillable form that you can manage and eSign from any internet-connected device.

Can I edit form 13f-hr on an iOS device?

Use the pdfFiller mobile app to create, edit, and share form 13f-hr from your iOS device. Install it from the Apple Store in seconds. You can benefit from a free trial and choose a subscription that suits your needs.

How can I fill out form 13f-hr on an iOS device?

Install the pdfFiller iOS app. Log in or create an account to access the solution's editing features. Open your form 13f-hr by uploading it from your device or online storage. After filling in all relevant fields and eSigning if required, you may save or distribute the document.

What is form 13f-hr?

Form 13F-HR is a quarterly report that institutional investment managers must file with the Securities and Exchange Commission (SEC) to disclose their equity holdings.

Who is required to file form 13f-hr?

Institutional investment managers with 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, managers must provide their identifying information, report their holdings, disclose the fair market value of those holdings, and adhere to the SEC's instructions and format requirements.

What is the purpose of form 13f-hr?

The purpose of Form 13F-HR is to provide transparency in the equity markets by requiring institutional investment managers to disclose their holdings of publicly traded stocks.

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

Form 13F-HR must report the institutional manager's name, address, and the names and values of securities managed under Section 13(f), as well as the aggregated value of those holdings.

Fill out your form 13f-hr online with pdfFiller!

pdfFiller is an end-to-end solution for managing, creating, and editing documents and forms in the cloud. Save time and hassle by preparing your tax forms online.

Get started now