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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 serves as an initial quarterly Form 13F holdings report that institutional investment managers are required to file, detailing their investment holdings as of the reporting period.

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How to fill out form 13f-hr

01

Obtain the Form 13F-HR from the SEC's website or another reliable source.

02

Fill in the identifying information, including the name and address of the institutional investment manager.

03

Provide the SEC file number, if applicable.

04

Indicate the period for which the filing is made.

05

List all securities managed, including the name, class, and value of each security.

06

Include the quantities of securities held and their market value.

07

Make sure to sign the form by the authorized individual, certifying its accuracy.

08

File the form electronically through the SEC's EDGAR system.

Who needs form 13f-hr?

01

Institutional investment managers who exercise investment discretion over $100 million in Section 13(f) securities are required to file Form 13F-HR.

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What is form 13f-hr?

Form 13F-HR is a quarterly report filed by institutional investment managers with the SEC, detailing their holdings of publicly traded securities that exceed $100 million in value.

Who is required to file form 13f-hr?

Institutional investment managers that exercise investment discretion over $100 million 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, institutional managers must provide information about their qualifying securities holdings, including the name of the issuer, class of securities, CUSIP number, number of shares owned, and the market value.

What is the purpose of form 13f-hr?

The purpose of Form 13F-HR is to provide transparency in the investment activities of institutional investment managers and to assist the SEC in monitoring the investment strategies of larger investment firms.

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

Form 13F-HR requires reporting information such as the name of the issuer, class of securities, CUSIP number, number of shares owned, market value of each holding, and the total market value of all reported securities.

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