
Get the free Form 13f-hr
Show details
This document serves as an initial quarterly report filed by institutional investment managers, detailing their holdings of securities as of a specific date.
We are not affiliated with any brand or entity on this form
Get, Create, Make and Sign form 13f-hr

Edit your form 13f-hr form online
Type text, complete fillable fields, insert images, highlight or blackout data for discretion, add comments, and more.

Add your legally-binding signature
Draw or type your signature, upload a signature image, or capture it with your digital camera.

Share your form instantly
Email, fax, or share your form 13f-hr form via URL. You can also download, print, or export forms to your preferred cloud storage service.
How to edit form 13f-hr online
Follow the guidelines below to take advantage of the professional PDF editor:
1
Register the account. Begin by clicking Start Free Trial and create a profile if you are a new user.
2
Upload a document. Select Add New on your Dashboard and transfer a file into the system in one of the following ways: by uploading it from your device or importing from the cloud, web, or internal mail. Then, click Start editing.
3
Edit form 13f-hr. Rearrange and rotate pages, insert new and alter existing texts, add new objects, and take advantage of other helpful tools. Click Done to apply changes and return to your Dashboard. Go to the Documents tab to access merging, splitting, locking, or unlocking functions.
4
Get your file. When you find your file in the docs list, click on its name and choose how you want to save it. To get the PDF, you can save it, send an email with it, or move it to the cloud.
pdfFiller makes dealing with documents a breeze. Create an account to find out!
Uncompromising security for your PDF editing and eSignature needs
Your private information is safe with pdfFiller. We employ end-to-end encryption, secure cloud storage, and advanced access control to protect your documents and maintain regulatory compliance.
How to fill out form 13f-hr

How to fill out form 13f-hr
01
Gather necessary information about your investment accounts and holdings.
02
Obtain the official Form 13F-HR from the SEC website or your financial institution.
03
Complete the header section with your name, address, and other identification details.
04
List all eligible securities in the designated section, ensuring you include the correct CUSIP numbers.
05
Calculate the value of each security based on the last trading day of the reporting period.
06
Aggregate the total value of all securities reported and ensure it meets the reporting threshold.
07
Review the completed form for accuracy and compliance with SEC regulations.
08
Sign and date the form.
09
File the form electronically via the SEC’s EDGAR system before the deadline.
Who needs form 13f-hr?
01
Investment managers who exercise investment discretion over $100 million or more in securities.
02
Institutional investment managers, including hedge funds and mutual funds, who qualify under the SEC criteria.
03
Entities required to report their holdings under the 13F rule to comply with transparency regulations.
Fill
form
: Try Risk Free
For pdfFiller’s FAQs
Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.
How do I complete form 13f-hr online?
Filling out and eSigning form 13f-hr is now simple. The solution allows you to change and reorganize PDF text, add fillable fields, and eSign the document. Start a free trial of pdfFiller, the best document editing solution.
How do I edit form 13f-hr online?
With pdfFiller, the editing process is straightforward. Open your form 13f-hr in the editor, which is highly intuitive and easy to use. There, you’ll be able to blackout, redact, type, and erase text, add images, draw arrows and lines, place sticky notes and text boxes, and much more.
Can I edit form 13f-hr on an Android device?
Yes, you can. With the pdfFiller mobile app for Android, you can edit, sign, and share form 13f-hr on your mobile device from any location; only an internet connection is needed. Get the app and start to streamline your document workflow from anywhere.
What is form 13f-hr?
Form 13F-HR is a quarterly report filed with the SEC by institutional investment managers, disclosing their equity holdings.
Who is required to file form 13f-hr?
Institutional investment managers with investment discretion over $100 million or more in securities are required to file Form 13F-HR.
How to fill out form 13f-hr?
To fill out Form 13F-HR, complete the required sections detailing the institutional manager's information and report all eligible securities held during the quarter.
What is the purpose of form 13f-hr?
The purpose of Form 13F-HR is to provide transparency in the holdings of institutional investors and to help investors understand market trends.
What information must be reported on form 13f-hr?
Form 13F-HR must report information including the name of the issuer, class of equity securities, CUSIP number, and the number of shares or principal amount of each security.
Fill out your form 13f-hr online with pdfFiller!
pdfFiller is an end-to-end solution for managing, creating, and editing documents and forms in the cloud. Save time and hassle by preparing your tax forms online.

Form 13f-Hr is not the form you're looking for?Search for another form here.
Relevant keywords
Related Forms
If you believe that this page should be taken down, please follow our DMCA take down process
here
.
This form may include fields for payment information. Data entered in these fields is not covered by PCI DSS compliance.