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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 ...
Print/export Download as PDF; Printable version; In other projects Wikidata item; Appearance. ... Form 13F; Form 20-F; Form 144; Form D; Form F-4; Form F-6;
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 Large Trader Registration Information Required of Large Traders Pursuant to the Securities Exchange Act of 1934 and Rule 13h-1 Thereunder.
Berkshire Hathaway’s portfolio holdings: Where Buffett & Co. are selling Apple (AAPL) Buffett and company reduced their stake in Apple, Berkshire’s largest holding, by about 13 percent during ...
Renamed from Mid-American Energy Holdings: BoatUS: Insurance 2007/07/27 Borsheim's Fine Jewelry: Luxury Items 100% 1989 [15] Brooks Sports: Apparel 100% 2006/08/02 BNSF Railway Company: Railroads and Logistics 100% 2010/02/12 $34 Billion [16] Business Wire: Media 100% 2006/03/01 [17] Cavalier Homes Materials and Construction 100% 2008 Central ...
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.
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