The Motley Fool

NOVEMBER 11, 2024

The most popular among these documents is Form 13F , which is filed with the Securities and Exchange Commission (SEC) no later than 45 days following the end to a quarter. billion in net-equity sales Q1 2023 : $10.41 billion in net-equity sales Q1 2023 : $10.41 In each of the last eight quarters (Oct.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Accounting Stakes Banks 130

The Motley Fool

NOVEMBER 12, 2024

14 deadline for institutional money managers to file Form 13F with the Securities and Exchange Commission (SEC). Although Tepper runs a relatively concentrated portfolio that typically holds around three-dozen securities, he and his team are regularly adding to and reducing these existing positions.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Stakes Asset Management Debt 246

The Motley Fool

NOVEMBER 4, 2024

Thanks to a couple of required filings with the Securities and Exchange Commission (SEC), including Form 13Fs , Form 4s, and Berkshire Hathaway's quarterly operating results, it's fairly easy for everyday investors to ride Buffett's coattails. Berkshire Hathaway CEO Warren Buffett. Image source: The Motley Fool.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Banks Stakes Shareholders 246

The Motley Fool

NOVEMBER 19, 2024

An avalanche of bad news Supermicro was flying high earlier this year, riding the wave of AI adoption that caused a surge in demand for its AI-centric servers, sending the stock up more than 1,000% since the AI revolution kicked off in early 2023. This morning, things got a little brighter for Supermicro and its shareholders.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Accounting Shareholders Returns 130

The Motley Fool

FEBRUARY 13, 2024

CrowdStrike brings superior artificial intelligence to endpoint security software CrowdStrike is a cybersecurity software vendor. Its platform integrates more than two dozen modules that address multiple security end markets. First, CEO George Kurtz says most enterprises still buy more than 60 security point products.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Investing Public Companies Prospects 246

The Motley Fool

AUGUST 5, 2024

Since taking the reins as CEO in 1965, the aptly dubbed "Oracle of Omaha" has overseen a nearly 5,200,000% cumulative return for Berkshire's Class A shareholders (BRK.A). During Berkshire's most recent annual shareholder meeting, Buffett opined that corporate tax rates were liable to climb in the future. billion Q1 2023: $10.41

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Banks Stakes Shareholders 246

The Motley Fool

JANUARY 30, 2024

A lot has been made of the slew of new spot Bitcoin (CRYPTO: BTC) exchange-traded funds (ETFs) that came to the market earlier this month. An important detail in how the SEC approved spot Bitcoin ETFs While the Securities and Exchange Commission (SEC) approved spot Bitcoin ETFs, it rejected a key detail in many proposals.

Securities and Exchange Commission (SEC) 233

Securities and Exchange Commission (SEC) Exchange-Traded Funds Banks Assets 233

The Motley Fool

DECEMBER 28, 2023

Tellurian submitted a filing to the Securities and Exchange Commission (SEC) today stating that it will be issuing stock to an institutional shareholder in exchange for debt held through bonds being relinquished. In exchange, $37.9 The liquified natural gas specialist's share price was up 7.4%

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Debt Shareholders Returns 130

The Motley Fool

APRIL 24, 2024

Berkshire puts out an annual shareholder letter and, in addition to updating investors on the companies it controls, it also routinely lists about 15 of the companies' top investment holdings as of the end of the year. For the 2023 edition, Buffett didn't include that top list of companies.

Securities and Exchange Commission (SEC) 188

Securities and Exchange Commission (SEC) Portfolios Banks Shareholders 188

The Motley Fool

JUNE 20, 2023

Bankruptcy is a word no investor wants to hear, with shareholders generally wiped out in the restructuring process. That's exactly what Canoo (NASDAQ: GOEV) has had to do in its Securities and Exchange Commission (SEC) filings. And if it does, the move will likely be highly dilutive to current shareholders.

Securities and Exchange Commission (SEC) 279

Securities and Exchange Commission (SEC) Debt Public Companies Shareholders 279

The Motley Fool

SEPTEMBER 15, 2023

Filings with the Securities and Exchange Commission (SEC) showed that he sold 59,376 shares across daily trading sessions on Sept. Nvidia's last comprehensive stock ownership document was filed with the SEC on May 8 and reflected holdings on April 3. of the company's shares, respectively.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Shareholders Stakes Assets 246

The Motley Fool

JUNE 15, 2023

But as the company highlighted in a recent filing with the Securities and Exchange Commission (SEC), it has a lot more to offer shareholders in the years to come. Axsome's robust pipeline of central nervous system disorder drug candidates could be a game changer for shareholders, however.

Securities and Exchange Commission (SEC) 244

Securities and Exchange Commission (SEC) Shareholders Prospects Assets 244

The Motley Fool

OCTOBER 3, 2024

Earlier this year, in Buffett's 2023 letter to shareholders, he wrote favorably about the dividend growth policies of American Express and Coca-Cola and predicted he would leave his holdings of these two favorites untouched this year. In just a month, Buffett cut his holding in the company by 8% to about 802 million shares.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Investors Banks Shareholders 130

The Motley Fool

DECEMBER 15, 2023

Warren Buffett manages a massive stock portfolio worth about $366 billion for Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) , but he's been slowly culling his equity positions in 2023. Net revenue pulled back in 2022 and continued falling in 2023. The PC market should see a slight recovery in 2024 after 2023's massive decline.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Conglomerates Stakes Shareholders 246

The Motley Fool

SEPTEMBER 20, 2023

Though the shares are sold to accredited investors , common stock shareholder ownership is diluted in the process. After all, the company just reported a net loss of more than $31 million for its fiscal 2024 first quarterly period ended June 30, 2023. billion in fiscal 2023. billion in fiscal 2023.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Accredited Investors Shareholders Capital 130

The Motley Fool

AUGUST 18, 2023

And despite respectable earnings in the second quarter of 2023, investors should consider avoiding the stock for two reasons. Alibaba's earnings Alibaba might seem like a no-brainer buy when looking at its earnings in the second quarter of 2023. However, it has failed to bring long-term investor returns. Consequently, U.S.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Investors Initial Public Offering Legal 246

The Motley Fool

MAY 21, 2024

Securities and Exchange Commission (SEC) filings, Jeff Bezos beneficially owns approximately 1.12 As you might expect, this makes Bezos Amazon's largest shareholder, and by a wide margin. So, Vanguard is the largest Amazon shareholder, with 7.4% 2 non-Bezos shareholder, with 6.1%

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Stakes Financial Institutions Shareholders 130

The Motley Fool

MAY 20, 2024

May 15 marked the deadline for institutional investors and money managers with at least $100 million in asset under management to file Form 13F with the Securities and Exchange Commission (SEC). First quarter of 2023 : $10.41 Second quarter of 2023 : $7.981 billion in net-equity sales.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Stakes Asset Management Assets 246

The Motley Fool

SEPTEMBER 6, 2023

While the company's cost-reduction efforts were notable, the big news for investors was likely buried deeper in the Securities and Exchange Commission (SEC) filing, where Roku disclosed that it now expects third-quarter revenue to be significantly higher than its previous forecast. and Roku wasn't one of them!

Securities and Exchange Commission (SEC) 243

Securities and Exchange Commission (SEC) Earnings Before Interest Amortization Depreciation 243

The Motley Fool

JANUARY 7, 2024

Thirteen spot Bitcoin (CRYPTO: BTC) ETFs are currently awaiting approval from the Securities and Exchange Commission (SEC). Up to this point, the SEC has denied similar exchange-traded fund (ETF) applications, but an appellate court ruled the SEC's rejection was "arbitrary and capricious."

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Exchange-Traded Funds Accounting Assets 130

The Motley Fool

DECEMBER 1, 2023

Since he took over as chief executive officer of the textile company in 1965, Berkshire Hathaway shareholders have seen the value of their stock increase at an annualized rate of 19.8%, double that of the S&P 500. Berkshire saw the cost basis of its holdings in equity securities in the bank, insurance, and financial sector increase $1.2

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Portfolios Stakes Shareholders 246

The Motley Fool

DECEMBER 1, 2023

In a regulatory filing with the Securities and Exchange Commission (SEC) and subsequent press release, the company said it is selling 2,100,700 shares of common stock. The company expects to raise a total of $524 million before deducting underwriting discounts, commissions, and other expenses.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Bidding Shareholders Banks 130

The Motley Fool

AUGUST 21, 2023

So after Berkshire's latest Securities and Exchange Commission (SEC) filing listed a closing of a position in small-cap oil and gas company Vitesse Energy (NYSE: VTS) , it's probably a good idea to take notice. Trades made by Warren Buffett's Berkshire Hathaway are always closely followed, for obvious reasons.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Shareholders Stakes Investment Banks 246

The Motley Fool

AUGUST 17, 2023

With the new disclosure of a Securities and Exchange Commission (SEC) investigation into its bedraggled acquisition of Grail, a genetic-testing company it originally founded, and a $476 million fine from regulators in the E.U. Management doesn't see the company's revenue growing by more than 1% in 2023.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Shareholders Accounting Returns 130

The Motley Fool

MAY 12, 2024

And that rate was 35% not that long ago, and it's been 52% in the past," he told the audience in Omaha at the Berkshire Hathaway shareholder meeting. "I He praised Occidental's assets and CEO Vicki Hollub at the shareholder meeting and said it's an investment he plans to maintain indefinitely in his 2023 letter to shareholders.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Taxes Stakes Shareholders 246

The Motley Fool

JULY 3, 2023

Securities and Exchange Commission grant approval for some interesting new investments. The cryptocurrency exchange specialist got a vote of confidence from key players in the financial industry that hope to get the SEC to approve exchange-traded funds that directly hold Bitcoin (CRYPTO: BTC).

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Investors Exchange-Traded Funds Financial Institutions 130

The Motley Fool

JULY 26, 2023

This filing with the Securities and Exchange Commission (SEC) reveals any purchases or sales Buffett made in the Berkshire stock portfolio during the previous quarter. In Q2 2023, Bank of America's net interest income grew by 14%. Each quarter, Warren Buffett's Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B)

Securities and Exchange Commission (SEC) 245

Securities and Exchange Commission (SEC) Banks Shareholders Portfolios 245

The Motley Fool

SEPTEMBER 3, 2023

Instacart is about to go public, and there's a lot for investors to digest from its financial filing with the Securities and Exchange Commission (SEC). Looking at Instacart's S-1 filing with the SEC shows Uber still has a lot of potential to expand its advertising business and its subscription offering.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Initial Public Offering Leveraging Shareholders 246

The Motley Fool

JULY 11, 2023

It'll take a lot longer for the streaming TV company to ascend to those former levels, but some shareholders are more optimistic about Roku's prospects to get there, given enough time. Securities and Exchange Commission to approve them for trading. and Roku wasn't one of them! .* and Roku wasn't one of them!

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Prospects Financial Institutions Shareholders 130

The Motley Fool

OCTOBER 16, 2023

So what In a Securities and Exchange Commission (SEC) filing this morning, E2open disclosed that Elliot Investment Management now owns 27.25 stake it held as of June 30, 2023. And such an offer would likely be welcomed by weary shareholders who've endured a nearly 50% year-to-date drop even after today's bounce.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Stakes Shareholders Companies 130

The Motley Fool

APRIL 19, 2024

And there weren't any filings with the Securities and Exchange Commission (SEC). billion in annual revenue after more than doubling its business in 2023. Celsius is still poised to create long-term shareholder value. But I don't believe it's something for investors to worry about. The company just hit $1.3

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Shareholders Returns Stock Market 130

The Motley Fool

SEPTEMBER 14, 2023

So what It hasn't been an easy year for NerdWallet shareholders with the stock down year to date and down 57% from its 2023 high. According to yesterday's filing with the Securities and Exchange Commission (SEC), Chen purchased nearly 24,000 shares on Monday and over 6,000 shares on Tuesday for an average price per share of $8.40

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Shareholders Investors Returns 130

The Motley Fool

SEPTEMBER 23, 2023

Buffett has a little secret Through its ownership of specialty investment company New England Asset Management, Buffett has a secret portfolio of stocks that don't appear in Berkshire Hathaway's quarterly regulatory filings with the Securities and Exchange Commission (SEC). Adjusted earnings per share (EPS) of $9.81

Securities and Exchange Commission (SEC) 237

Securities and Exchange Commission (SEC) Exchange-Traded Funds Asset Management Stakes 237

The Motley Fool

JULY 7, 2023

Securities and Exchange Commission (SEC) calls a 13F form. During the first three months of 2023, billionaire money managers were buying dividend stocks like they were going out of style. See the 10 stocks *Stock Advisor returns as of July 3, 2023 Cory Renauer has no position in any of the stocks mentioned.

Securities and Exchange Commission (SEC) 264

Securities and Exchange Commission (SEC) Shareholders Assets Funds 264

The Motley Fool

NOVEMBER 13, 2024

As background, SoundHound AI shares surged (as you'll see in the below stock chart) following AI chip leader Nvidia 's disclosure in February, via a Securities & Exchange Commission (SEC) filing, that it owns a small stake in the company. SoundHound AI's key numbers Metric Q3 2023 Q3 2024 Change Revenue $13.3

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Stakes Debt Shareholders 130

The Motley Fool

JUNE 9, 2024

When it comes to the investment moves of Warren Buffett and others, many investors comb through billionaires' quarterly 13-F filings to the Securities and Exchange Commission (SEC), looking for investment ideas and possible insights. Billionaire investor activity tends to gain the attention of individual investors.

Securities and Exchange Commission (SEC) 245

Securities and Exchange Commission (SEC) Hedge Funds Shareholders Leveraging 245

The Motley Fool

SEPTEMBER 25, 2023

Nikola is gaining ground following recent filings with the Securities and Exchange Commission (SEC) showing that it expects to complete the sale of convertible debt notes. So what Nikola submitted a series of filings to the SEC on Sept. The new note offering is on track to generate $40 million in new funding.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Debt Shareholders Capital 130