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This document is an initial quarterly holdings report filed by institutional investment managers, detailing their holdings as of June 30, 2023.
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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's website or relevant financial authority.
02
Fill in the reporting person's details, including name and address.
03
List all investment vehicles (such as funds and portfolios) that the reporting person manages.
04
Provide detailed information on each security held, including name, title, and CUSIP number.
05
Include the value of each security and the number of shares owned.
06
Sign and date the form to certify that the information is accurate.
07
Submit the completed form electronically through the EDGAR system by the deadline.
Who needs form 13f-hr?
01
Form 13F-HR is required for institutional investment managers who manage over $100 million in securities.
02
It is used by investment firms, hedge funds, mutual funds, and pension funds.
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What is form 13f-hr?
Form 13F-HR is a quarterly report that institutional investment managers must file with the U.S. Securities and Exchange Commission (SEC) to disclose their equity holdings.
Who is required to file form 13f-hr?
Institutional investment managers who manage over $100 million in securities are required to file Form 13F-HR.
How to fill out form 13f-hr?
To fill out Form 13F-HR, managers must provide detailed information about their securities holdings, including the names of the securities, their CUSIP numbers, and the number of shares owned, along with the holdings value and any other required information.
What is the purpose of form 13f-hr?
The purpose of Form 13F-HR is to provide transparency in the investment activities of institutional managers and to assist in the monitoring of large investment trends in the U.S. stock markets.
What information must be reported on form 13f-hr?
Form 13F-HR must report information such as the names of the securities held, their CUSIPs, the number of shares owned, the value of the holdings, and the manager's identifying information.
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