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This document contains the initial quarterly holdings report of an institutional investment manager, detailing the manager\'s holdings in securities as of a specific date. It includes information
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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 other reliable source.
02
Fill in your details in the top section, including your name, address, and contact information.
03
Include your SEC Central Index Key (CIK) number if you have one.
04
Populate the table in the form with information about the securities you manage, including the names of the issuers, class of securities, and values.
05
Ensure to report all securities that are required under Section 13(f) of the Securities Exchange Act of 1934.
06
Include any additional schedules if necessary, as instructed in the form.
07
Review the completed form for accuracy and completeness.
08
Sign and date the form as required.
09
Submit the form electronically through the SEC's EDGAR system before the deadline.
Who needs form 13f-hr?
01
Institutional investment managers, including mutual funds, hedge funds, and certain private equity firms that manage over $100 million in qualifying securities.
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What is form 13f-hr?
Form 13F-HR is a quarterly report required to be filed with the SEC by institutional investment managers that have investment discretion over $100 million or more in eligible securities. It discloses their equity holdings.
Who is required to file form 13f-hr?
Institutional investment managers who manage investment portfolios with over $100 million in assets and hold certain types of securities are required to file Form 13F-HR.
How to fill out form 13f-hr?
Form 13F-HR requires investment managers to provide detailed information about their equity holdings, including the names of the securities, number of shares owned, and the total value of those shares. It must be filed electronically through the SEC's EDGAR system.
What is the purpose of form 13f-hr?
The purpose of Form 13F-HR is to provide transparency in the equity holdings of institutional investment managers and to allow the SEC and the public to monitor these investments for regulatory purposes.
What information must be reported on form 13f-hr?
Form 13F-HR requires reporting the following information: the institutional investment manager's name, the amount of assets under management, a list of securities owned (including their CUSIP numbers), the number of shares held, and the market value of those shares.
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