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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. [3]
The SEC filing is a financial statement or other formal document submitted to the U.S ... Initial Quarterly Form 13F Holdings report filed by institutional managers ...
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 ...
Form 13F is a quarterly report filed, per SEC regulations, [7] by "institutional investment managers" with control over $100M in assets to the SEC, listing all equity assets under management. [8] The purpose of the form is to provide transparency over who owns stocks.
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 ...
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 ...
Schedule 13D is an SEC filing that must be submitted to the US Securities and Exchange Commission within 10 days by anyone who acquires beneficial ownership of more than 5% of any class of publicly traded securities in a public company. A filer must promptly update the Schedule 13D filing to reflect any material change in the facts disclosed ...
According to Berkshire’s latest 13F filing, the company still holds 400 million shares in Coca-Cola. With Coca-Cola raising its quarterly dividend to 48.5 cents per share in 2024, Berkshire now ...