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 ...
AOL

Understanding SEC Form 13F

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 ...
JD Supra

SEC Proposes to Increase Form 13F Reporting Threshold

Proposed Amendments to Form 13F Would Increase the Reporting Threshold from $100 Million to $3.5 Billion, Among Other Changes The SEC estimates that the increased threshold would eliminate Form 13F ...
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 ...
The National Law Review

SEC Proposes Increasing the 13F Threshold to $3.5 billion

We collaborate with the world's leading lawyers to deliver news tailored for you. Sign Up for any (or all) of our 25+ Newsletters. Some states have laws and ethical rules regarding solicitation and ...
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 ...