SEC Form 2940 (N-PORT) Monthly Portfolio Investments Report

What Is SEC Form 2940 (N-PORT)?

This is a legal form that was released by the U.S. Securities and Exchange Commission on February 1, 2019 and used country-wide. As of today, no separate filing guidelines for the form are provided by the issuing department.

FAQ

Q: What is SEC Form 2940 (N-PORT)?
A: SEC Form 2940 (N-PORT) is a monthly portfolio investmentsreport filed by certain registered investment companies with the Securities and Exchange Commission (SEC).

Q: Who is required to file SEC Form 2940 (N-PORT)?
A: Registered investment companies with at least $1 billion in total assets are required to file SEC Form 2940 (N-PORT).

Q: What information is included in SEC Form 2940 (N-PORT)?
A: SEC Form 2940 (N-PORT) includes detailed information about the investment holdings of the registered investment company, including the types of securities held, their market value, and other relevant details.

Q: How often is SEC Form 2940 (N-PORT) filed?
A: SEC Form 2940 (N-PORT) is filed on a monthly basis.

Q: Is SEC Form 2940 (N-PORT) publicly available?
A: Yes, SEC Form 2940 (N-PORT) is publicly available and can be accessed through the SEC's Electronic Data Gathering, Analysis, and Retrieval (EDGAR) system.