Get the up-to-date Form 13F - sec 2025 now

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The document outlines the requirements and instructions for institutional investment managers to file Form 13F with the U.S. Securities and Exchange Commission (SEC) as mandated by Section 13(f) of the Securities Exchange Act of 1934. It specifies that managers with investment discretion over accounts holding securities valued at $100 million or more must report their holdings quarterly. The document includes guidelines on filing procedures, rules to prevent duplicative reporting, confidentiality requests, and detailed instructions for completing the form, including how to report shared investment discretion and voting authority.

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What is the SEC rule 13F?

A: Rule 13f-1(a)(1) requires that you submit four Form 13F filings when you meet the $100 million filing threshold on the last trading day of any month during any calendar year. See Rule 13f-1(a)(1) under the Securities Exchange Act.

What is the purpose of the SEC Form 13F?

The SECs Form 13F must be filed quarterly by institutional investment managers with at least $100 million in assets under management. Congress intended these filings to provide transparency on the holdings of the nations biggest investors.

What is a 13F filing summary?

Meta Platforms, Inc. 13F Filing is a quarterly report required by the Securities and Exchange Commission (SEC) from financial institutions with assets of over $100 million. Institutions such as hedge funds, mutual funds and pension funds are required to disclose their total holdings of assets.

What qualifies as a 13F security?

The securities that institutional investment managers must report on Form 13F are section 13(f) securities. Section 13(f) securities generally include equity securities that trade on an exchange (including the Nasdaq National Market System), certain equity options and warrants, shares of closed-end investment

What is Form 13F with the SEC?

The Form 13F report requires disclosure of the name of the institutional investment manager that files the report, and, with respect to each section 13(f) security over which it exercises investment discretion, the name and class, the CUSIP number, the number of shares as of the end of the calendar quarter for which

What does a 13F do?

Form 13F is a quarterly report filed, per United States Securities and Exchange Commission regulations, by institutional investment managers with control over $100M in assets to the SEC, listing all equity assets under management. Academic researchers make these reports freely available as structured datasets.

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