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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.
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.
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 ...
“The requirement to file timely and accurate information on Forms 13F applies to all institutional investment managers, including non-profit and charitable organizations,” said Gurbir S ...
Schedule 13G is an alternative SEC filing for the Schedule 13D which can be filed in lieu of Schedule 13D by anyone who acquires more than 5% ownership of a Section 13 security and qualifies for one of the exemptions available to the Schedule 13D filing requirement.
Forward observers in the U.S. Army hold the Military Occupational Specialty of 13F for enlisted and 13A for officers designating them as members of the field artillery corps. After completion of basic combat training, enlisted soldiers attend an eleven-week course (AIT) on the fundamentals of call-for-fire techniques as well as general field ...
October 19, 2022 [5] $11.6 billion [6] Included Alleghany subsidiary Kentucky Trailer, which designs and manufacturers trailers. AltaLink. Electric Transmission. 92%. December 1, 2014 [7] C$3.24 Billion [8] A subsidiary of Berkshire Hathaway Energy.