Get the free Form 13f-hr

Get Form

Show details

This document is the initial quarterly Form 13F holdings report filed by institutional managers, specifically detailing the holdings of Security National Bank as of June 30, 2022. It includes a summary

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.

Editing 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 the PDF editor's expertise:

1

Create an account. Begin by choosing Start Free Trial and, if you are a new user, establish a profile.

2

Simply add a document. Select Add New from your Dashboard and import a file into the system by uploading it from your device or importing it via the cloud, online, or internal mail. Then click Begin editing.

3

Edit form 13f-hr. Rearrange and rotate pages, insert new and alter existing texts, add new objects, and take advantage of other helpful tools. Click Done to apply changes and return to your Dashboard. Go to the Documents tab to access merging, splitting, locking, or unlocking functions.

4

Save your file. Choose it from the list of records. Then, shift the pointer to the right toolbar and select one of the several exporting methods: save it in multiple formats, download it as a PDF, email it, or save it to the cloud.

pdfFiller makes dealing with documents a breeze. Create an account to find out!

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

Obtain the Form 13F-HR from the SEC website or your compliance software.

02

Fill out the identifying information, including the investment manager's name, address, and SEC file number.

03

List all institutional investment managers that are required to file the report.

04

Enter the names and values of each security owned by the investment manager.

05

Provide the number of shares held for each security listed.

06

Include any other necessary details, such as the type of securities or investment strategies employed.

07

Review the form for accuracy and completeness.

08

Sign and date the form where required.

09

Submit the completed form electronically through the EDGAR system.

Who needs form 13f-hr?

01

Institutional investment managers who manage over $100 million in securities and are required to report their holdings.

02

Investment companies, banks, and other large asset managers that meet the reporting threshold.

Fill form : Try Risk Free

Rate the form

4.4

Satisfied

38 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 do I modify my form 13f-hr in Gmail?

It's easy to use pdfFiller's Gmail add-on to make and edit your form 13f-hr and any other documents you get right in your email. You can also eSign them. Take a look at the Google Workspace Marketplace and get pdfFiller for Gmail. Get rid of the time-consuming steps and easily manage your documents and eSignatures with the help of an app.

How do I complete form 13f-hr online?

Completing and signing form 13f-hr online is easy with pdfFiller. It enables you to edit original PDF content, highlight, blackout, erase and type text anywhere on a page, legally eSign your form, and much more. Create your free account and manage professional documents on the web.

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

Get and install the pdfFiller application for iOS. Next, open the app and log in or create an account to get access to all of the solution’s editing features. To open your form 13f-hr, upload it from your device or cloud storage, or enter the document URL. After you complete all of the required fields within the document and eSign it (if that is needed), you can save it or share it with others.

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 holdings of publicly traded securities.

Who is required to file form 13f-hr?

Institutional investment managers who exercise investment discretion over at least $100 million in securities are required to file Form 13F-HR.

How to fill out form 13f-hr?

To fill out Form 13F-HR, investment managers must provide detailed information about their securities holdings, including the names of the securities, the number of shares owned, and the market value of those shares, in accordance with SEC guidelines.

What is the purpose of form 13f-hr?

The purpose of Form 13F-HR is to provide transparency in the investment activities of institutional investors, allowing the SEC and the public to monitor their holdings and investment strategies.

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

Form 13F-HR must report the names of the securities, the number of shares held, and the total market value of the holdings, along with the investment manager's information and the period of reporting.

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