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This document is an initial quarterly holdings report filed by institutional investment managers detailing their holdings as of June 30, 2022.
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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 your financial institution.
02
Fill in the reporting institution's name, address, and SEC Central Index Key (CIK) number.
03
List all securities that the institution manages, including details like the number of shares and the value of each security.
04
Ensure that any exempt securities are noted in the appropriate section.
05
Complete the cover page, including the reporting period and sign where indicated.
06
Review all entries for accuracy and completeness.
07
Submit the form electronically via the SEC's EDGAR system.
Who needs form 13f-hr?
01
Investment managers and institutional investment advisors who manage over $100 million in securities are required to file Form 13F-HR.
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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?
Form 13F-HR must be filed by institutional investment managers that manage over $100 million in qualifying equity securities.
How to fill out form 13f-hr?
To fill out Form 13F-HR, managers must report their holdings by listing each security held, including its name, value, and amount of shares, along with providing information about the filing entity.
What is the purpose of form 13f-hr?
The purpose of Form 13F-HR is to promote transparency in the financial markets by providing information on institutional investment managers' holdings, helping investors and regulators assess market trends and risks.
What information must be reported on form 13f-hr?
Form 13F-HR requires reporting of the names of the securities, their values, the number of shares held, the identity of the manager, and other relevant details about their investment strategies.
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