13-f filing.

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 …

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

2023 SEC filing calendar to help you meet your regulatory deadlines. Created with Sketch. talk to us. Solutions & Products Insights About Us Client Support talk to ... 3Q-2023 13-F: November 14, 2023: 4Q-2023 13-F: February 14, 2024 *All dates assume a 12/31 fiscal year end. All deadlines and deadline extensions shown in calendar days.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:All 13F Portfolio Filings Most recent 13F Q3 2023. Notable people Paul Singer Location West Palm Beach, FL CIK 0001791786 All SEC filings View on sec.gov. Holdings Value Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name; Q3 2023: 62: 12,923,440: 13F-HR: 11/14/2023: 000101359423000925: Elliott Investment …Confidential Information has been omitted from the public Form 13F and filed separately with the commission. List of Other Included Managers: Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

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:Here you'll find links to a complete list of filings available through EDGAR and instructions for searching the EDGAR database. Quick EDGAR Tutorial; Search for Company Filings; Descriptions of SEC Forms; SEC Forms List (PDF versions) About EDGAR; Search EDGAR Comment Letters; Accessing EDGAR Data

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The first quarter 13F filing included a note that the portfolio from a wholly owned subsidiary of General RE is now included in Berkshire Hathaway’s 13F filing. This change impacted the reported ...Daily Journal has disclosed 4 total holdings in their latest 13F filing with the SEC for the portfolio date of 2023-09-30. The current portfolio value is calculated to be $159.00 Mil. The turnover rate is 0%. In Charlie Munger's current portfolio as of 2023-09-30, the top 4 holdings are Wells Fargo & Co (WFC), Bank of America Corp (BAC ...NY. 4568. SPDR S&P 500 ETF TRUST. T2 PARTNERS MANAGEMENT, LP. NEW YORK. NY. 16. ETFMG Real Estate Tech ETF-ETFMG Real Estate Tech ETF. View quarterly stats derived from 13F Filings.Form 13F File Number: 028-17276. CRD Number (if applicable): 000167772. SEC File Number (if applicable): 801-113529. The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct ...The Securities and Exchange Commission recently made the most significant changes to U.S. proxy vote reporting in the past 20 years. On November 2, 2022, a divided SEC adopted rules requiring Form 13F filers to disclose their say-on-pay votes, as well as significantly revising and expanding the disclosures required on Form N-PX, the form that ...

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The latest Mohnish Pabrai 13F filing has some noticeable changes and values. It has some discretionary assets having a value of $674,500,000 in the year 2023. The latest 13F filing value that was recorded in the year 2023 was $206,334,000. The largest holding Micron Technology having 1,820,322 shares.

Rule 13f-1 under the Exchange Act requires that a report on Form 13F be filed with the SEC by every so-called institutional investment manager [14] that exercises investment discretion [15] over one or more accounts holding equity securities that (a) are admitted for trading on a national securities exchange (the “Section 13(f) Securities ...Data contained in documents filed after 5:30PM Eastern on the last business day of a quarter will be included in the subsequent quarterly posting. 13F Data Sets (PDF) provides documentation of scope, organization, file formats and table definitions. Find out more about Form 13F.Oct 12, 2017 · 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 Securities Exchange Act of 1934 [15 USC 78m (f) (4)]. It is made available for use in the preparation of reports filed with the Securities and Exchange Commission pursuant to Rule 13f ... The latest Mohnish Pabrai 13F filing has some noticeable changes and values. It has some discretionary assets having a value of $674,500,000 in the year 2023. The latest 13F filing value that was recorded in the year 2023 was $206,334,000. The largest holding Micron Technology having 1,820,322 shares.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 …Their last reported 13F filing for Q3 2023 included $466,500,242,968 in managed 13F securities and a top 10 holdings concentration of 33.17%. Citadel Advisors's largest holding is SPDR S&P 500 ETF TRUST with shares held of 108,301,500. Whalewisdom has at least 166 13F filings, 74 13D filings, and 1420 13G filings

Aug 14, 2023 · SEC Form 13F Filing History. This page shows a list of all the recent 13F filings made by Berkshire Hathaway Inc . 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 ... Losing important files can be a nightmare, especially if you don’t have a backup. However, there are ways to recover deleted files, and many people attempt to do so themselves before seeking professional help.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.Warren Buffett Guru Investors' Portfolio Overview, number of stocks, value29 thg 6, 2022 ... Form ADV-NR (through the Investment Adviser Registration Depository (“IARD”) system). Changes to Form 13F Filings. Under Section 13(f) of ...

17 thg 5, 2022 ... Leslie Picker reports additional details from 13F filings in the first quarter.

Legal Regulations for Stocks and 13F Filings – SEC 13f Rules. As required by SEC rules, institutional investment managers that exercise control over $100 million or more in certain qualifying securities must file a Form 13F with the SEC on a quarterly basis. The form must be filed within 45 days of the end of each quarter.All Berkshire Hathaway 13F filings; Berkshire Hathaway Q3 2023 13F; Comparison of Berkshire Hathaway’s Q2 and Q3 2023 holdings; History of Berkshire Hathaway’s Apple …It is based on Warren Buffett's regulatory 13F Form filed on 5/15/2023. Please visit our Tracking 10 Years Of Berkshire Hathaway's Investment Portfolio article series for an idea on how his ...Valueact Holdings is based out of San Francisco. Valueact Holdings is a hedge fund with 15 clients and discretionary assets under management (AUM) of $11,991,077,409 (Form ADV from 2023-10-09). Their last reported 13F filing for Q3 2023 included $4,451,695,650 in managed 13F securities and a top 10 holdings concentration of 98.54%.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.Under Section 13 of the Exchange Act, reports made to the U.S. Securities and Exchange Commission (the “ SEC ”) are filed on Schedule 13D, Schedule 13G, Form 13F, and Form 13H, each of which is discussed in more detail below. A securities firm (and, in some cases, its parent company or other control persons) generally will have a …Form 13F filings are quarterly reports that institutional investment managers with over $100 million in qualifying assets under management are required to file with the …

According to an SEC filing, Berkshire owned $29.3 billion of the energy giant as of Dec. 31 — a significant jump from its stake of $4.5 billion at the end of 2021. Today, Chevron represents the ...

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).

Latest 13F and NPORT Filings. All hedge funds or institutions that manage over $100M are required by the SEC to file quarterly reports on their holdings. These reports are called 13F reports. However, the filings are required the following quarter from the reporting period, which means that by the time the filing is made (and we see them), the ...GuruFocus Research. August 14, 2023 at 4:03 PM · 3 min read. Renowned investor Michael Burry recently submitted his 13F report for the second quarter of 2023, which concluded on June 30, 2023 ...public Form 13F report and filed separately with the Commission. A Manager must file electronically, in accordance with rule 101(d) of Regulation S-T [17 CFR 232.101(d)], all requests for and information subject to the request for confidential treatment filed pursuant to Section 13(f)(4) of the Exchange Act. The new EDGAR advanced search gives you access to the full text of electronic filings since 2001. Document word or phrase? Company name, ticker, CIK number or individual's name + more search options. Filing category Browse filing types. View all. Filing types Browse filing types. cancel.SEC Form 13F Filing History. This page shows a list of all the recent 13F filings made by Bridgewater Associates, LP. 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 …SEC Form 13-F - Cost-efficient Web-based Self-Service Investment Managers with $100 million or more in assets under management must file SEC Form 13-F to disclose qualifying holdings every quarter. This filing has 2 parts: 1. Cover sheet, which can be completed as an online form at the SEC filing website. 2.Valueact Holdings is based out of San Francisco. Valueact Holdings is a hedge fund with 15 clients and discretionary assets under management (AUM) of $11,991,077,409 (Form ADV from 2023-10-09). Their last reported 13F filing for Q3 2023 included $4,451,695,650 in managed 13F securities and a top 10 holdings concentration of 98.54%.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.

0000950123-20-012127-1653.xml. INFORMATION TABLE. 72697. Complete submission text file. 0000950123-20-012127.txt. 79771. Mailing Address 3555 FARNAM STREET OMAHA NE 68131. Business Address 3555 FARNAM STREET OMAHA NE 68131 4023461400. BERKSHIRE HATHAWAY INC (Filer) CIK: 0001067983 (see all company …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 ... Berkshire Hathaway’s (BRK/A, BRK/B) second-quarter 2023 13F was filed on August 14. This filing gives us a quarterly opportunity to observe what two of the greatest investors, Warren Buffett and ...Instagram:https://instagram. shel stock dividendsolar technology stocksforex vpsfree demo account forex This is the first post in a series all about uploading files to the web. In this post, we cover the steps needed to upload files using only HTML. Receive Stories from @austingil Get free API security automated scan in minutesWe present 13D/G filings separately from the 13F filings because of the different treatement by the SEC. 13D/G filings can be filed by groups of investors (with one leading), whereas 13F filings cannot. This results in situations where an investor may file a 13D/G reporting one value for the total shares (representing all the shares owned by ... spy putuvxy etf 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 … nee dividend 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 filings Quarterly report [Sections 13 or 15 (d)] Open document Click to Open document Filing Open filing Click to Open filing. 2023-11-06. 2023-09-30 View all with same reporting date. 4. Statement of changes in beneficial ownership of securities Open document Click to Open document Filing Open filing Click to Open filing.