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Form 13F. Form 13F is a quarterly report filed, per United States Securities and Exchange Commission regulations, [1] by " institutional investment managers" with control over $100M in assets to the SEC, listing all equity assets under management. [2] Academic researchers make these reports freely available as structured datasets.
1997: EP created as a non-profit to manage LDS Church investments [9]; 1998: Senior leadership of the LDS Church, defined as the First Presidency and Presiding Bishopric, approved a plan to file Form 13F through a separate entity in order to prevent disclosure of the securities portfolio.
SEC filing. Securities and Exchange Commission (SEC) logo. The SEC filing is a financial statement or other formal document submitted to the U.S. Securities and Exchange Commission (SEC). Public companies, certain insiders, and broker-dealers are required to make regular SEC filings.
Continue reading → The post Understanding SEC Form 13F appeared first on SmartAsset Blog. As part of those regulations, the SEC requires the filing of specific forms that include detailed ...
On Aug. 14, institutional investors with at least $100 million in assets under management were required to file Form 13F with the Securities and Exchange Commission. A 13F gives investors a ...
Here are some of the changes Buffett and his two investment officers, Todd Combs and Ted Weschler, made during the first quarter, according to the latest 13F regulatory filing with the Securities ...
The requirement to file timely and accurate information on Forms 13F applies to all institutional investment managers, including non-profit and charitable organizations.” [17] Alleged "great lengths" included creating "the impression that the Clone LLCs conducted business operations throughout the U.S., making it more difficult to trace the ...
A new 13F filing for the Bill and Melinda Gates Foundation Trust reveals two key changes made in the first quarter. The trust sold 1.7 million Microsoft shares and 2.6 million shares of Berkshire ...