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

Form N-PX “Say on Pay” Disclosure Requirement for 13F Filers Will Become Effective July 1, 2024

Form 13F filers will need to file their first Form N-PX covering the period of July 1, 2023, to June 30, 2024, by August 31, 2024. Rule 14Ad1 of the Securities Exchange Act of 1934 (Exchange Act), ...