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Form 13F provides position-level disclosure of all institutional investment managers with more than $100m in assets under management with relevant long US holdings. All US-listed equity securities (including ETFs) in the manager’s portfolio are included and detailed according to the number of shares, the ticker, the issuer name, etc.
U.S.-listed public company and ETF holdings [ edit ] Sourced from Berkshire Hathaway's Form 13F -HR filed with the Securities and Exchange Commission , as of May 2022: [ 78 ]
Each quarter, the company he runs, Berkshire Hathaway, discloses its current holdings to shareholders. ... according to the latest 13F regulatory filing with the Securities and Exchange Commission ...
Ensign Peak Advisors (/ ˈ ɛ n s aɪ n / EN-syne) [3] (EP) is the investment manager for assets of the Church of Jesus Christ of Latter-day Saints (LDS Church). [4]In 1997, the investment division of the LDS Church was spun off into a separate legal entity named after Ensign Peak, a hill that overlooks Salt Lake City. [4]
The Securities and Exchange Commission oversees and regulations certain entities that provide financial and investment advice or management services. As part of those regulations, the SEC requires ...
On February 21, 2023, the United States Securities and Exchange Commission (SEC) charged the Church of Jesus Christ of Latter-day Saints (LDS Church) and its non-profit investment arm, Ensign Peak Advisors (EP), for failing to disclose the LDS Church's investments, and instead creating shell companies whose purpose was to obscure the church's portfolio.
The SEC filing is a financial statement or other formal document submitted to the ... 13F-HR, 13F-HR/A Initial Quarterly Form 13F Holdings report filed by ...
According to a 2008 filing with the Securities and Exchange Commission, Alden is a division of Smith Management LLC. [3] The company has its origins in R.D. Smith & Company, a firm founded by Randall Duncan Smith, initially using the $20,000 cash prize he and his wife won on the 1968-1970 gameshow Dream House. [24]