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This document is an initial quarterly Form 13F holdings report filed by institutional managers, detailing the report for the quarter ended September 30, 2023, filed by ERTS Wealth Advisors, LLC.
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How to fill out form 13f-hr
How to fill out form 13f-hr
01
Obtain form 13F-HR from the SEC website or your financial advisor.
02
Identify the reporting period you are filing for.
03
Fill in the reporting person details, including name, address, and contact information.
04
Provide the CIK (Central Index Key) number if applicable.
05
List all equity securities owned that are required to be reported under Section 13(f).
06
Provide the value of each security in U.S. dollars.
07
Double-check all entries for accuracy and compliance with SEC guidelines.
08
Sign and date the form.
09
Submit the completed form electronically via the SEC's EDGAR system.
Who needs form 13f-hr?
01
Investment managers who manage over $100 million in assets.
02
Institutional investment managers.
03
Hedge funds and mutual funds that meet the asset threshold.
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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?
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?
To fill out Form 13F-HR, institutional managers must provide their name, address, the name of the investment advisor, and detailed information about their equity holdings, including the issuer names and the number of shares held.
What is the purpose of form 13f-hr?
The purpose of Form 13F-HR is to provide the SEC and the public with transparency regarding the investment decisions of large institutional investors.
What information must be reported on form 13f-hr?
Form 13F-HR requires reporting the name of the issuer, the class of equity securities, the number of shares owned, and the value of those securities, among other details.
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