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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 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 ...
13F-HR, 13F-HR/A Initial Quarterly Form 13F Holdings report filed by institutional managers (and amendment thereto) 13F-NT, 13F-NT/A Initial Quarterly Form 13F Notice Report filed by institutional managers (and amendment thereto) 13H, 13H-Q, 13H-A, 13H-I, 13H-R, 13H-T
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. [1]
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 ]
From January 2008 to December 2012, if you bought shares in companies when Frank P. Bramble, Sr. joined the board, and sold them when he left, you would have a -72.0 percent return on your investment, compared to a -2.8 percent return from the S&P 500.
From July 2012 to December 2012, if you bought shares in companies when Jody L. Freeman joined the board, and sold them when she left, you would have a 4.1 percent return on your investment, compared to a 4.4 percent return from the S&P 500.
Who and what exactly is invested in Elon Musk’s X Holdings, the entity behind the X platform and X.ai, is about to become a matter of public record. In a Tuesday ruling, a federal judge in ...