The Motley Fool

AUGUST 9, 2024

Buffett's phenomenal investment returns are what lure in the neighborhood of 40,000 people annually to Berkshire's annual shareholder meeting in Omaha, Nebraska. Rather, it's the buying activity for Warren Buffett's favorite stock, which won't be found in a 13F filed with the SEC. billion more in securities sold than purchased.

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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. Bank of America's strength is in its diversified banking and investment offerings, particularly for consumers. is required to release a 13F.

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Securities and Exchange Commission (SEC) Banks Shareholders Portfolios 245

The Motley Fool

NOVEMBER 24, 2024

Warren Buffett's Berkshire Hathaway recently released its latest 13-F filing to the Securities and Exchange Commission (SEC). Furthermore, Domino's shareholders earn $6.04 Admittedly, Domino's will likely earn positive returns for its shareholders over time. per share in yearly dividends.

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Securities and Exchange Commission (SEC) Investors Initial Public Offering Shareholders 245

The Motley Fool

MAY 14, 2024

Every three months, Berkshire Hathaway -- and anyone else managing over $100 million -- must submit a 13F filing that discloses their trading activity in the prior quarter to the Securities and Exchange Commission (SEC). billion worth of Bank of America (NYSE: BAC). Image source: The Motley Fool.

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Securities and Exchange Commission (SEC) Portfolios Banks Conglomerates 245

The Motley Fool

APRIL 29, 2024

Under New York Stock Exchange rules, stocks must maintain share prices of $1 or more, or risk getting delisted. It's a way to protect shareholder interests. Virgin Galactic currently has only $382 million left in the bank, net of debt. That makes the risk of shareholder dilution near 100% as well.

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The Motley Fool

JULY 24, 2023

Image source: Getty Images The Securities and Exchange Commission (SEC) voted last week to change the regulations governing money market funds. The purpose of the new rules is to discourage these runs and protect the remaining shareholders. Why is the SEC making these changes? This led to the U.S.

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The Motley Fool

AUGUST 23, 2024

Led by CEO and world-famous investor Warren Buffett, the company has delivered incredible returns for its long-term shareholders and continues to be massively influential in the investing world. Bank of America (NYSE: BAC) , though, was his second-largest position for a long time. Should you invest $1,000 in Apple right now?

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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. Those investments have paid off handsomely for Berkshire and its shareholders.

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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.

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The Motley Fool

MAY 22, 2024

May 15 marked the deadline for institutional money managers and wealthy investors with at least $100 million in assets under management to file Form 13F with the Securities and Exchange Commission (SEC). These snapshots can be up to 45 days old when filed with the SEC. To be fair, 13Fs aren't perfect.

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The Motley Fool

NOVEMBER 29, 2023

CEO Warren Buffett has brought to the table for his company's long-term shareholders. 14, money managers with at least $100 million in assets under management were required to file Form 13F with the Securities and Exchange Commission (SEC). Despite still having stakes in more than 100 securities, as of Sept.

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The Motley Fool

OCTOBER 25, 2024

This can be done by closely monitoring Berkshire's Form 13F and Form 4 filings with the Securities and Exchange Commission (SEC). Meanwhile, Berkshire Hathaway is also required to file Form 4 with the SEC when purchases or sales are executed in a security that it owns at least a 10% stake in.

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The Motley Fool

DECEMBER 15, 2023

Recent filings with the Securities and Exchange Commission (SEC) reveal that Berkshire Hathaway trimmed its position in the PC and printer maker by nearly half between Oct. That said, management plans to return 100% of its free cash flow to shareholders in 2024 after a paltry amount of share repurchases in 2023.

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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

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The Motley Fool

MARCH 14, 2024

Even as Securities and Exchange Commission Chairman Gary Gensler continues to argue that Bitcoin is a "highly speculative, volatile underlying asset," Riot Platforms presses on as a relentless Bitcoin producer. As the central bank imposed a series of interest rate hikes, traders sold risk-on assets like Riot Platforms stock.

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The Motley Fool

SEPTEMBER 8, 2023

Securities and Exchange Commission (SEC) that it invested heavily in beleaguered Bud Light maker Anheuser-Busch InBev (NYSE: BUD). OTC: HKHHF) , which is the controlling shareholder of Heineken (OTC: HEINY). Deutsche Bank conducted a survey last month to gauge the mindset of beer drinkers. million shares.

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Securities and Exchange Commission (SEC) Stakes Banks Shareholders 246

The Motley Fool

SEPTEMBER 30, 2024

Although we don't have final Q3 numbers yet, Securities and Exchange Commission filings indicate Buffett sold a large portion of Berkshire's investment in Bank of America (NYSE: BAC). Buffett also has the challenge of producing above-market returns for shareholders. Through Sept. Adam Levy has positions in Apple.

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The Motley Fool

JULY 17, 2023

These institutions buy an ownership stake in the form of equity in the company in exchange for investment capital. If the company decides to go public it will typically hire a big bank like Goldman Sachs or Morgan Stanley to underwrite the deal.

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The Motley Fool

OCTOBER 3, 2024

These are, in order of value, Apple (NASDAQ: AAPL) , Bank of America (NYSE: BAC) , American Express , and Coca-Cola. The billionaire initially bought Apple shares in 2016 and has continued to speak favorably about the company and its leader Tim Cook -- even calling him "Apple's brilliant CEO" in his shareholder letter a couple of years ago.

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The Motley Fool

SEPTEMBER 5, 2024

And then came Thursday, when AST SpaceMobile filed a Securities and Exchange Commission (SEC) prospectus describing its plans to sell $400 million worth of stock. AST wants $400 million Adding to the confusion, there's no sign of AST SpaceMobile's 8-K filing or prospectus on the SEC's website yet. As of 1:54 p.m.

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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. According to Berkshire's September-quarter cash flow statement, just over $36 billion in equity securities were sold. Bank of America: $9.61

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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.

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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."

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The Motley Fool

DECEMBER 8, 2023

Shares of the banking and fintech company briefly plunged nearly 9% in response, but have since recouped those losses. 19 to either liquidate or transfer their crypto portfolios to another exchange. For those who opt for the latter, SoFi has teamed with the Blockchain.com crypto exchange to streamline the process.

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The Motley Fool

AUGUST 12, 2024

Traditionally, these "clues" come in the form of a 13F filing with the Securities and Exchange Commission (SEC). Thanks to the company's quarterly operating results, annual shareholder meeting, and Form 4 filings with the SEC, we already know about three big moves that have been made.

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The Motley Fool

AUGUST 25, 2023

It was a rather volatile first half of the year for financial stocks, particularly banks. Broadridge Financial Broadridge Financial provides public companies with investor communication materials like proxy statements, annual reports, quarterly reports, prospectuses, and other shareholder documents. Also, on Aug. That is up from 9.9%

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The Motley Fool

MARCH 4, 2024

for its shareholders. One of the most important sources for learning what Buffett and his team have been buying and selling is the quarterly portfolio disclosure (form 13-F) required by the Securities and Exchange Commission. Warren Buffett is one of the most closely followed investors in the world, and for good reason.

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Securities and Exchange Commission (SEC) Portfolios Stakes Finance 130

The Motley Fool

AUGUST 21, 2023

Management for Coinbase Global (NASDAQ: COIN) did discuss USD Coin in its letter to shareholders in the second quarter of 2023. To use USD Coin, a person could deposit money into Coinbase and exchange dollars for stablecoins. The dollars then sit in a bank account backing the stablecoin. Okay, that's hyperbole.

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The Motley Fool

OCTOBER 18, 2024

But on three separate occasions since this decade began, Buffett has requested (and been granted) confidential treatment when filing quarterly 13Fs with the SEC. On July 17, the Oracle of Omaha began paring down his company's stake in Bank of America (NYSE: BAC). 10 reduced Berkshire Hathaway's stake in Bank of America to 9.99%.

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The Motley Fool

DECEMBER 6, 2024

Quarterly Form 13F filings with the Securities and Exchange Commission (SEC) usually make it easy to follow in Buffett's footsteps. During Berkshire's annual shareholder meeting in May, Buffett suggested that locking in gains with Apple is a way to take advantage of a historically low corporate tax rate.

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The Motley Fool

JANUARY 6, 2025

The company's earnings release, most recent annual report on Form 10-K, and other filings with the Securities and Exchange Commission contain additional information concerning factors that could cause actual results to differ materially from those projected in forward-looking statements. Please go ahead. Hi, good morning.

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The Motley Fool

NOVEMBER 24, 2023

This track record of success is why investors eagerly await Berkshire Hathaway's quarterly form 13-F, a required filing by the Securities and Exchange Commission (SEC) that discloses institutional investors' investing activity during the period. In the third quarter, Berkshire Hathaway purchased $1.7 billion in stock.

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The Motley Fool

FEBRUARY 14, 2024

For additional information, please see our SEC filings in the investor relations pages available on our website at atmus.com. We are winning with the winners and have continued to secure Cummins' new vehicle platform. Upon successful completion, Cummins will no longer be the controlling shareholder of Atmus. Sales were 1.63

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The Motley Fool

NOVEMBER 21, 2024

See 3 “Double Down” stocks » *Stock Advisor returns as of November 18, 2024 Factors that may cause such a difference include, but are not limited to, those described in the company's filings with the Securities and Exchange Commission. As previously announced, during the quarter, we secured a new 510(k) clearances from the U.S.

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The Motley Fool

OCTOBER 22, 2024

third quarter 2024 shareholder call. This conference call and corresponding slide presentation contains statements that, to the extent they are not recitations of historical fact, constitute forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Rick Shane -- Analyst Great.

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The Motley Fool

MAY 7, 2024

We still expect to generate over $8 billion in free cash flow this fiscal year and the shareholder return goals we've previously spoken about are also still very much on track. Steven Cahall -- Wells Fargo Securities -- Analyst Thank you. Our next question comes from Jessica Reif Ehrlich with Bank of America Securities.

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The Motley Fool

JULY 18, 2024

Before we get started, today's call includes forward-looking statements as defined by the Private Securities Litigation Reform Act of 1995. Horton's annual report on Form 10-K and its most recent quarterly report on Form-10-Q, both of which are filed with the Securities and Exchange Commission. Although D.R.

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