How to Invest Like Buffett: Create Your Baby Berkshire Portfolio

Learn Warren Buffett's investment strategy by mimicking Berkshire Hathaway's portfolio. Use SEC Form 13F to follow his stock ...
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The Form 13F Trap: 5 Things to Know

What is a Form 13F? A 13F disclosure is a quarterly report that institutional investors with $100 million or more in assets under management (AUM) must file with the US Securities and Exchange ...
The Daily Pennsylvanian

Penn holds over $79 million in gambling company and Krispy Kreme shares, DP analysis finds

Penn has consistently held stock investments in Krispy Kreme Inc., Light & Wonder Inc., and several other companies, according to an analysis of the University's Form 13F filings. The Form 13F is a ...
JD Supra

What Fund Managers Need to Know About SEC Form N-PX

A Securities and Exchange Commission (SEC) rule that takes effect on July 1, 2024, will require fund managers who file Form 13F reports to publicly report – on an annual basis on Form N-PX – the ...
JD Supra

SEC Brings Charges for Failure to File Forms 13F (Investment Manager Share Positions) and 13H (Large Trader Registration)

The SEC’s September 17, 2024, actions signal its commitment to penalize non-compliance, while encouraging market participants to self-report violations. On September 17, 2024, the US Securities and ...