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This document serves as an initial quarterly report filed by institutional investment managers, detailing their holdings of securities as of a specific date.
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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.
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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.
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