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This document represents an initial quarterly reporting of holdings by institutional investment managers as per the SEC regulations under Form 13F. It provides a detailed summary of the holdings of
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How to fill out form 13f-hr
How to fill out form 13f-hr
01
Start by downloading the Form 13F-HR from the SEC's website.
02
Fill in the institutional investment manager's name and address.
03
Indicate the number of other parties to the filing, if applicable.
04
List the filing date at the top of the form.
05
Provide a complete list of all securities held in accordance with Schedule 13F.
06
Include the fair market value of each security as of the last day of the reporting period.
07
Ensure all information is accurate and properly formatted according to SEC guidelines.
08
Sign and date the form at the bottom, if required.
09
Submit the completed Form 13F-HR electronically via the EDGAR system.
Who needs form 13f-hr?
01
Institutional investment managers who manage over $100 million in securities must file Form 13F-HR.
02
Investment firms, mutual funds, and hedge funds are typically required to submit this form.
03
Any entity that meets the asset threshold must disclose their holdings in accordance with SEC regulations.
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What is form 13f-hr?
Form 13F-HR is a quarterly report that institutional investment managers are required to file with the U.S. Securities and Exchange Commission (SEC). It discloses the holdings of equity securities in the manager's portfolio.
Who is required to file form 13f-hr?
Institutional investment managers with investment discretion over $100 million in Section 13(f) securities are required to file Form 13F-HR.
How to fill out form 13f-hr?
Form 13F-HR is filled out by providing information about the institutional investment manager, including their name and address, and listing all Section 13(f) securities they hold, along with details such as the number of shares and market value.
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 the SEC and the public to monitor their equity investments.
What information must be reported on form 13f-hr?
Form 13F-HR must report information including the identity of the institutional manager, the securities held, their values, and other relevant details such as the quantity of shares held and any changes in holdings from the previous report.
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