13-f filing.

Their last reported 13F filing for Q3 2023 included $906,362,193,827 in managed 13F securities and a top 10 holdings concentration of 20.22%. Jpmorgan Chase & Company's largest holding is Microsoft Corp. with shares held of 116,603,674. Whalewisdom has at least 102 13F filings, 33 13D filings, 2321 13G filings, and 679 …

13-f filing. Things To Know About 13-f filing.

Are you tired of the hassle that comes with filing your tax refund application through traditional means? Luckily, with advancements in technology, you can now apply for a tax refund online.Scion Asset Management has disclosed a total of 11 security holdings in their (2023 Q3) SEC 13F filing(s) with portfolio value of $43,901,269. ... To see Scion Asset Management's original 13F reports (2023 Q3), please click on the "important" button. Portfolio value: $43M+ Period: 2023 Q3. Number of stock: 11.Formerly called Spectrum, Thomson Reuters Insider Filing Data (Forms 3, 4, 5, and 144) goes back to 1978; a cleansed version is available only back to 1986. Institutional (Form 13F) and 5 Percent Owner Databases go back to 1980; the Domestic Mutual Fund Database goes back to 1979.Berkshire Hathaway - Warren Buffett assets under management (13F Holdings), latest news, 13D/G filings, and investor letters provided by Insider Monkey

Description: Notification of late filing (PDF) Last Updated: June 2019: SEC Number: SEC1344. Topic(s): Securities Exchange Act of 1934, Public Companies Number: 13F Description: Information required of institutional investment managers pursuant to Section 13(f) (PDF) Last Updated: July 2023: SEC Number: SEC168579,939. 13F-HR. 2/16/2016. 000114036116052634. Scion Asset Management, LLC. Previous 1 Next. Scion Asset Management, LLC reported 13 holdings with total value of $99.0 M as of Q3 2023.

View 13F filing holders of AMC Entertainment Holdings Inc. 13F filings are submitted quarterly to the SEC by hedge funds and other investment managers WhaleWisdom Search All Search 13F Filers Only Search SEC Filer Search Stocks Only Search Mgmt Inv. Cos Only ETFs Only Search Active

Their last reported 13F filing for Q3 2023 included $36,476,308,819 in managed 13F securities and a top 10 holdings concentration of 67.49%. Public Investment Fund's largest holding is Lucid Group Inc with shares held of 1,374,700,298. Whalewisdom has at least 29 13F filings, 1 13D filings, 17 13G filings, and 6 Form 4 filings.Description: Notification of late filing (PDF) Last Updated: June 2019: SEC Number: SEC1344. Topic(s): Securities Exchange Act of 1934, Public Companies Number: 13F Description: Information required of institutional investment managers pursuant to Section 13(f) (PDF) Last Updated: July 2023: SEC Number: SEC1685Aug 11, 2023 · Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. Feb 28, 2023 · All Form 13F reports filed on or after January 3, 2023, must use the updated Form 13F. The SEC requires that even an amendment to a Form 13F for the quarter that ended March 31, 2022, that is filed today would use the updated Form 13F. Filers may have noticed the new FIGI column in the Information Table will require adjustments to your internal ... Form 13-F is filed by institutional investment managers to report holdings of section 13(f) securities. These securities are listed in the SEC’s Official List of Section 13(f) Securities published every quarter. Besides a cover page and summary, form 13F includes the holdings table, which details each 13(f) security held. This table must report very …

Oct 6, 2020 · For starters, Form 13F filings are themselves the most reliable (if sometimes outdated) information market surveillance firms have available to them. Given the multiple layers of intermediaries in general and the lengths activists will go to in order to remain hidden, market surveillance is more of an exercise in guesswork than a precision science.

The data used in the Berkshire Hathaway portfolio tracker was compiled from the company’s most recent 13F filing submitted on 08/14/2023. This data was reported to the Securities and Exchange Commission in a filing made available to the public. These holdings may not represent the entirety of Berkshire Hathaway’s portfolio.

Search Tools. EDGAR Full Text Search. New versatile tool lets you search for keywords and phrases in over 20 years of EDGAR filings, and filter by date, company, person, filing category or location. CIK Lookup. Find a company or person EDGAR filings by their SEC Central Index Key (CIK). Save Your Search.Most recently filed SEC 13F forms. Latest 13F Filings Since 10/1/2023 Manager Period Date Filed Num holdings Holdings value; Gilfoyle & Co LLC: 2023 Q3: 12/1/2023: 5 $39 k PFS Partners, LLC: 2021 Q4: 11/30/2023: 351 $130 M PFS Partners, LLC: 2022 Q1: 11/30/2023: 350 $120 M PFS Partners, LLC: 2022 Q2:Within 45 days of the year’s end, the investment manager must submit its first Form 13F filing for the quarter that concluded on December 31. Additionally, once the filing requirement has been established, it is in effect for a minimum of three successive calendar quarters (i.e., March 31, June 30, and September 30).79,939. 13F-HR. 2/16/2016. 000114036116052634. Scion Asset Management, LLC. Previous 1 Next. Scion Asset Management, LLC reported 13 holdings with total value of $99.0 M as of Q3 2023. Form 13F Opens in a new window is a quarterly report, required under Exchange Act Section 13 (f) and Rule 13f-1, for institutional investment managers that exercise investment discretion over $100 million or more in Section 13 (f) securities (defined below). Reports on Form 13F are intended to increase the public availability of information on ...

Latest Holdings, Performance, AUM (from 13F, 13D) RULRX - Rule One Fund has disclosed 28 total holdings in their latest SEC filings. Most recent portfolio value is calculated to be $ 156,473,153 USD. Actual Assets Under Management (AUM) is this value plus cash (which is not disclosed). RULRX - Rule One Funds top holdings are Federated …74.77. 14 Nov. HHH - Howard Hughes Holdings Inc. 3,296,952. 70.13. * Real time Open market common equity purchases of minimum $50,000 by company insiders, applicable to current Superinvestor holdings. "Successful stocks don't tell you when to sell. When you feel like bragging, it's probably time to sell." -- John Neff.Are you looking for a simple and cost-effective way to merge your PDF files? Look no further. In this article, we will share expert tips on how to merge PDF files for free, saving you time and effort.Form 13F is a filing that all institutional investors who manage over $100 million in assets must submit to the SEC no later than 45 days after the end of the March, June, September, and December quarters. The 13F is essentially a list of holdings that large investors own. Individual activists or "whales" are also required to file Form 13F.Form 13F is a quarterly report, required under Exchange Act Section 13(f) and Rule 13f-1, for institutional investment managers that exercise investment discretion over $100 million or more in Section 13(f) securities (defined below). Reports on Form 13F are intended to increase the public availability of information on the securities holdings of institutional …

DALAL STREET, LLC. Dalal Street is based out of Austin. Dalal Street is a hedge fund with 8 clients and discretionary assets under management (AUM) of $637,559,594 (Form ADV from 2023-10-12). Their last reported 13F filing for Q3 2023 included $169,629,696 in managed 13F securities and a top 10 holdings concentration of …The Form 13F report requires disclosure of the name of the institutional investment manager that files the report, and, with respect to each section 13 (f) security over which it …

With low turnover and high conviction top holdings, Berkshire's portfolio is a popular investment model for backtesting and copying.Whalewisdom has at least 175 13F filings, 43 13D filings, 219 13G filings, and 247 Form 4 filings Their last reported 13F filing for Q3 2023 included $313,257,308,189 in managed 13F securities and a top 10 holdings ...7bz¥ ¶e¶ APC: Form 5 Due for FYE 12/31, Schedule 13G Due for calendar year 12/31, Form 13F for calendar year-end 12/31, Form 13H-A (12/31)Scion Asset Management is a hedge fund with 4 clients and discretionary assets under management (AUM) of $237,971,170 (Form ADV from 2023-03-29). Their last reported 13F filing for Q3 2023 included $98,976,144 in managed 13F securities and a top 10 holdings concentration of 94.86%. Latest Holdings, Performance, AUM (from 13F, 13D) Berkshire Hathaway Inc has disclosed 45 total holdings in their latest SEC filings. Portfolio manager (s) are listed as Warren Buffett. Most recent portfolio value is calculated to be $ 313,257,308,189 USD. Actual Assets Under Management (AUM) is this value plus cash (which is not disclosed).This means that nearly 90% of institutional investment managers would be relieved from reporting on Form 13F. In other words, increasing the reporting threshold to $3.5 billion and eliminating the Form 13F filing requirement for nearly 90% of filers widens—not closes—the very same gaps that the SEC was concerned with in the 1970s.13F Data Sets (PDF) provides documentation of scope, organization, file formats and table definitions. Find out more about Form 13F . DISCLAIMER: The Form …

Who must file Form 13F? Institutional investment managers who have discretion over $100M or more in designated 13F securities must file a form 13F. What is the definition …

All 13F Portfolio Filings Most recent 13F Q3 2023. Notable people Ray Dalio Location Westport, CT CIK 0001350694 All SEC filings View on sec.gov. Holdings Value Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name; Q3 2023: 740: 16,545,394: 13F-HR: 11/13/2023: 000117266123003769: Bridgewater Associates, LP: Q2 2023: 696:

Are you looking for a simple and cost-effective way to merge your PDF files? Look no further. In this article, we will share expert tips on how to merge PDF files for free, saving you time and effort.SEC FORM 13-F Information Table. The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. The reader should not assume that the information is accurate and complete. UNITED STATES SECURITIES AND EXCHANGE COMMISSION. Washington, D.C. 20549. FORM 13F. 13F Data Sets (PDF) provides documentation of scope, organization, file formats and table definitions. Find out more about Form 13F . DISCLAIMER: The Form …SEC FORM 13-F Information Table. The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. The reader should not assume that the information is accurate and complete. UNITED STATES SECURITIES AND EXCHANGE COMMISSION. Washington, D.C. 20549. FORM 13F.Their last reported 13F filing for Q3 2023 included $8,283,712,594 in managed 13F securities and a top 10 holdings concentration of 39.0%. Markel Group's largest holding is Berkshire Hathaway Inc Class A with shares held of 1,114. Whalewisdom has at least 69 13F filings, 16 13D filings, 16 13G filings, and 346 Form 4 filings.This list of "Section 13 (f) securities" as defined by Rule 13f-1 (c) [17 CFR 240.13f-1 (c)] is made available to the public pursuant to Section 13 (f) (4) of the …Scion Asset Management is a hedge fund with 4 clients and discretionary assets under management (AUM) of $237,971,170 (Form ADV from 2023-03-29). Their last reported 13F filing for Q3 2023 included $98,976,144 in managed 13F securities and a top 10 holdings concentration of 94.86%. A: Form 13F is the reporting form filed by institutional investment managers pursuant to Section 13 (f) of the Securities Exchange Act of 1934. Congress passed …Scion Asset Management has disclosed a total of 11 security holdings in their (2023 Q3) SEC 13F filing(s) with portfolio value of $43,901,269. ... To see Scion Asset Management's original 13F reports (2023 Q3), please click on the "important" button. Portfolio value: $43M+ Period: 2023 Q3. Number of stock: 11.

Most recently filed SEC 13F forms. Latest 13F Filings ... Manager Period Date Filed Num holdings Holdings value; Gilfoyle & Co LLC: 2023 Q3: 12/1/2023: 5 $39 k PFS ...Statement of changes in beneficial ownership of securities. 1. 11/17/23. 144. Filing for proposed sale of securities under Rule 144. 2. 11/16/23.SEC FORM 13-F Information Table. The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. The reader should not assume that the information is accurate and complete. UNITED STATES SECURITIES AND EXCHANGE COMMISSION. Washington, D.C. 20549. FORM 13F.13F filings are a valuable way of tracking the investment strategies of industry leaders, though they show only a limited set of data.Instagram:https://instagram. nysearca ivvzillow forecastkia horsepowerbest investment groups Their last reported 13F filing for Q3 2023 included $7,046,620,776 in managed 13F securities and a top 10 holdings concentration of 33.32%. Soros Fund Management's largest holding is Invesco QQQ Trust, Series 1 with shares held of 1,400,000. Whalewisdom has at least 99 13F filings, 49 13D filings, 275 13G filings, and 1 Form 4 filingsJul 8, 2020 · The first Form 13F filing deadline is 45 days after the last day of the calendar year in which they first crossed the $100M threshold (of holding 13 (f) securities). The Form 13F filing information required by the SEC is prepared in an XML table format that is uploaded directly to the SEC EDGAR database. RIAs who are required to file Form 13F ... can you trade futures on robinhoodhow to sell shares The government has updated Form 26AS as of June 2020 to include specified transactions in the Statement of Financial Transactions (SFT). If such transactions occur in your fiscal year, they will be shown in "Part E" of your new 26AS. As a result, taxpayers can file an SFT transaction in Form 26AS by completing Form 61A. como compartir mi ubicacion en iphone Form 13F-HR - Quarterly report filed by institutional managers, Holdings: SEC Accession No. 0000950123-20-009058 Filing Date. 2020-08-14. Accepted.