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Posted On: 11/02/2017 3:40:30 AM
Post# of 9903
Nevermind..
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 specific information, and needs to be submitted as an XML file. As a registered SEC filing agent, we can handle the entire process of preparing and submitting your 13-F filing. We can work with your information in whatever form you have it, be it a fully prepared information table or raw account statements from your brokerages. Our services include: • Consolidation and aggregation of securities across accounts • Filtering against the SEC list to identify qualifying securities • CUSIP lookup • Reporting for multiple managers • Proper and accurate preparation of the XML Information Table, with guaranteed validation Our total fee for preparing and submitting most 13-F filings is under $250. Please contact us to discuss your requirement,
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 specific information, and needs to be submitted as an XML file. As a registered SEC filing agent, we can handle the entire process of preparing and submitting your 13-F filing. We can work with your information in whatever form you have it, be it a fully prepared information table or raw account statements from your brokerages. Our services include: • Consolidation and aggregation of securities across accounts • Filtering against the SEC list to identify qualifying securities • CUSIP lookup • Reporting for multiple managers • Proper and accurate preparation of the XML Information Table, with guaranteed validation Our total fee for preparing and submitting most 13-F filings is under $250. Please contact us to discuss your requirement,
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