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This form represents the quarterly holdings report filed by the institutional investment manager, detailing various investments and shares held by them.

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How to fill out form 13f-hr

01

Obtain the latest version of Form 13F-HR from the SEC website.

02

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

03

Indicate the calendar year and the end date of the reporting period.

04

List the securities in which you have investment discretion in a tabular format, including name of issuer, title of class, CUSIP number, and the value of shares.

05

Make sure to include any items that may apply, such as other types of securities owned.

06

Include a signature from an authorized official of the institutional manager.

07

Submit the completed form electronically via the SEC's EDGAR system by the filing deadline.

Who needs form 13f-hr?

01

Institutional investment managers 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 regulatory filing required by the U.S. Securities and Exchange Commission (SEC) that institutional investment managers must submit to disclose their equity holdings.

Who is required to file form 13f-hr?

Institutional investment managers who manage over $100 million in qualifying assets are required to file Form 13F-HR.

How to fill out form 13f-hr?

Form 13F-HR is filled out by providing information on the institutional manager, the period covered, and detailed listings of the securities held, including the number of shares and market values.

What is the purpose of form 13f-hr?

The purpose of Form 13F-HR is to inform the SEC and the public about the investment activities of large institutional investors, promoting transparency in the securities markets.

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

Form 13F-HR must report the names of the securities, the number of shares held, the market value of those shares, and the investment manager's name and address, among other details.

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