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This document serves as an initial quarterly Form 13F holdings report filed by institutional managers, providing details about their holdings as of the end of the reporting period.
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How to fill out form 13f-hr
How to fill out form 13f-hr
01
Download Form 13F-HR from the SEC website.
02
Fill out your name, address, and contact information in the top section.
03
Identify the reporting manager by providing details about the firm.
04
Disclose the names of all 13(f) securities you manage.
05
Include the number of shares owned for each security.
06
Report the value of the securities held as of the end of the reporting period.
07
Ensure all entries are accurate and comply with SEC regulations.
08
Sign and date the form before submission.
09
Submit the form electronically through the SEC's EDGAR system.
Who needs form 13f-hr?
01
Investment managers who exercise discretion over $100 million or more in Section 13(f) securities.
02
Hedge funds and institutional investment managers that meet the reporting threshold.
03
Individuals or organizations managing multiple client accounts requiring aggregated reporting.
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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, investment managers need to provide information on their equity holdings, including the name of the issuer, class of securities, and the number of shares owned, and then submit it 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 into the investment activities of institutional investment managers and to inform the public about significant ownership stakes in public companies.
What information must be reported on form 13f-hr?
Form 13F-HR must report the names of the securities, their respective values, the number of shares held, and other identifying information about the securities owned by the institutional investment manager.
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