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Portfolios Securities and Exchange Commission (SEC) Stakes 
The Motley Fool
FEBRUARY 14, 2025
14 deadline for institutional money managers with at least $100 million in assets under management to file Form 13F with the Securities and Exchange Commission (SEC). Thanks to Form 4 filings with the SEC, we know Buffett has been gobbling up shares of satellite-radio operator Sirius XM Holdings (NASDAQ: SIRI).
The Motley Fool
MAY 29, 2024
Securities and Exchange Commission (SEC) approved the first eight applications for Ether (CRYPTO: ETH) spot price exchange-traded funds (ETFs) from Grayscale, Bitwise, iShares, VanEck, Ark Invest, Invesco, Fidelity, and Franklin Templeton. On May 22, the U.S. Let's review the five key facts to decide.
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The Motley Fool
MAY 29, 2024
Securities and Exchange Commission (SEC) approved the first eight applications for Ether (CRYPTO: ETH) spot price exchange-traded funds (ETFs) from Grayscale, Bitwise, iShares, VanEck, Ark Invest, Invesco, Fidelity, and Franklin Templeton. On May 22, the U.S. Let's review the five key facts to decide.
The Motley Fool
SEPTEMBER 8, 2024
began selling significant portions of its monster Apple stake. According to its latest 13-F filing with the Securities and Exchange Commission (SEC), Berkshire Hathaway reduced its Apple investment by approximately half in the second quarter. Occidental Petroleum: Betting on U.S.
The Motley Fool
MAY 24, 2024
An Ethereum (CRYPTO: ETH) exchange-traded fund (ETF) was approved this week, and that could open a floodgate of ETFs and funding for the crypto industry. According to data provided by S&P Global Market Intelligence , Uniswap (CRYPTO: UNI) was up as much as 28% over the past week, while Lido Staked Ether (CRYPTO: STETH) was up 25.3%
The Motley Fool
AUGUST 11, 2024
The bulls had originally expected XRP to gain more traction as more companies routed their gross payments, remittances, and foreign exchange transactions through Ripple's blockchain. Ripple claimed its ledger could provide its customers with secure, instant, and "nearly free global financial transactions of any size with no chargebacks."
The Motley Fool
JULY 23, 2024
Shares of Serve Robotics (NASDAQ: SERV) , an autonomous sidewalk delivery company, soared 187% on Friday after artificial intelligence (AI) chip leader Nvidia disclosed via a filing with the Securities and Exchange Commission (SEC) that it owns a 10% stake in the relatively new public company.
The Motley Fool
NOVEMBER 3, 2024
The differences between XRP and other cryptocurrencies XRP is the native cryptocurrency of Ripple, a blockchain ledger which is used as a cheaper, faster, and more secure alternative to the widely used SWIFT (Society for Worldwide Interbank Financial Telecommunication) protocol for money transfers. To make matters worse, the U.S.
The Motley Fool
MAY 15, 2024
Securities and Exchange Commission (SEC) launched a lawsuit against Ripple Labs and some of its top executives in December 2020. billion of cash investments by creating a new security, which wasn't registered with the SEC as you would a new stock, bond, or convertible debt papers. billion today.
The Motley Fool
APRIL 24, 2024
Securities and Exchange Commission (SEC) filings, there are only seven different stocks in the portfolio, and only one of them is a technology stock. In fact, Ackman's three largest non-tech positions make up about 50% of the portfolio's entire market value. of Pershing Square's stock portfolio, and the $1.8
The Motley Fool
OCTOBER 23, 2024
Mirroring his trades is made simple thanks to required Form 13F filings with the Securities and Exchange Commission (SEC). No later than 45 calendar days following the end to a quarter, institutional investors with at least $100 million in assets under management are required to file Form 13F with the SEC.
The Motley Fool
AUGUST 25, 2024
Securities and Exchange Commission (SEC) lawsuit over the past four years. Bitcoin's blockchain doesn't support smart contracts or decentralized apps ( dApps ) like the proof-of-stake ( PoS ) blockchains used by Ethereum , Solana , and Cardano. It's a tightly controlled long-term inflation policy.
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. billion portfolio.
The Motley Fool
APRIL 16, 2024
Wood believes the recent approvals of Bitcoin's first spot exchange-traded funds (ETFs), more institutional purchases, and the impending halving of Bitcoin (which will make it twice as hard to mine the cryptocurrency) will all drive a stampede of bulls to the world's largest cryptocurrency. million by 2027.
The Motley Fool
MAY 12, 2024
In September 2022, the Ethereum Network switched from the energy-intensive proof of work (PoW) mining method (used by Bitcoin) to the more energy-efficient proof of stake (PoS) method. Securities and Exchange Commission (SEC) approved the first spot price Bitcoin exchange-traded funds ( ETFs ) earlier this year.
The Motley Fool
MARCH 28, 2024
Many cryptocurrencies plunged in 2022 as rising rates, the collapses of high-profile exchanges and tokens, and regulatory threats drove investors toward safer investments. Securities and Exchange Commission (SEC) approved the first 11 spot price exchange-traded funds ( ETFs ) for Bitcoin this January.
The Motley Fool
OCTOBER 4, 2024
That entire process makes it similar to a digital version of precious metal, so it's the only cryptocurrency that can be officially classified as a commodity instead of a security by the U.S. Securities and Exchange Commission ( SEC ). Besides energy efficiency, PoS tokens have two key advantages over PoW tokens.
The Motley Fool
DECEMBER 1, 2023
One of the best sources to find what Buffett and his investment managers, Todd Combs and Ted Weschler, are buying and selling is the quarterly portfolio disclosures with the Securities and Exchange Commission ( SEC). The only other new purchase disclosed was a small stake in Sirius XM (NASDAQ: SIRI).
The Motley Fool
DECEMBER 3, 2024
In case you missed it, institutional funds recently disclosed their latest equity holdings for the third quarter of the year in their 13F forms filed with the Securities and Exchange Commission (SEC). billion stake in Sirius, which makes up 1% of Berkshire's roughly $300 billion portfolio. Let's take a look.
The Motley Fool
JUNE 7, 2024
But Solana subsequently suffered a series of network congestion and security failures, and the failed cryptocurrency exchange FTX -- one of its biggest investors -- hastily liquidated its holdings to raise more cash to pay off its creditors. As it suffered those setbacks, rising interest rates broadly crushed the cryptocurrency market.
The Motley Fool
MAY 13, 2024
The SEC and regulatory risk Finally, there's the pesky little matter of the Securities and Exchange Commission (SEC). Ever since The Merge, the SEC hasn't quite made up its mind about whether Ethereum is a commodity or a security. According to the SEC, that would make Ethereum a security.
The Motley Fool
MAY 13, 2024
The approval of spot Ethereum ETFs The other big factor would be SEC approval of new spot Ethereum exchange-traded funds (ETFs) similar to the new spot Bitcoin ETFs. Beware the SEC The only problem, of course, is that there's something about Ethereum that the SEC does not like. in favor of pro-crypto legislation.
The Motley Fool
NOVEMBER 29, 2023
Warren Buffett's "secret" portfolio has nearly $610 million of invested assets Roughly two weeks ago, on Nov. 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). Berkshire Hathaway CEO Warren Buffett.
The Motley Fool
FEBRUARY 28, 2024
This is why investors pay such close attention to Berkshire Hathaway's quarterly Form 13F filings with the Securities and Exchange Commission (SEC). Warren Buffett has a "secret" portfolio that contains two prominent Magnificent Seven stocks In 1998, Buffett's company completed a $22 billion acquisition of General Re.
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.
The Motley Fool
NOVEMBER 3, 2024
So why are Ken Griffin and his team at Citadel selling a huge portion of their stake? Ken Griffin's fund has been raking in cash this year Citadel Securities is a massive hedge fund known on Wall Street known as one of the most successful institutional investors around. million shares of Nvidia -- almost 80% of Citadel's stake.
The Motley Fool
NOVEMBER 28, 2024
The company secured a $54.5 Securities and Exchange Commission (SEC) filings show Citadel Advisors, led by billionaire Kenneth Griffin, has steadily built a 2.56% stake since early 2021, suggesting sophisticated investors see long-term potential in IonQ's technology leadership. million contract with the U.S.
The Motley Fool
MAY 20, 2024
Warren Buffett and his team were secretly building a position in Berkshire's $378 billion portfolio Investors pay close attention to what the "Oracle of Omaha" is saying because mirroring his investments has been a moneymaking strategy for decades. stake in Chubb is right up Warren Buffett's alley. Image source: The Motley Fool.
The Motley Fool
FEBRUARY 26, 2024
Thanks to disclosure requirements by the Securities and Exchange Commission (SEC), individual investors can keep tabs on the trading moves of prominent investors. As of the end of 2023, Ackman's portfolio had 18.5% As of the end of 2023, Ackman's portfolio had 18.5%
The Motley Fool
JULY 31, 2024
Although Nvidia owns stakes in five publicly traded companies, based on its Form 13F from the first quarter and a recently filed Form 4 with the Securities and Exchange Commission (SEC), four of these holdings account for 99.9% of its $380 million AI-inspired investment portfolio. Image source: Getty Images.
The Motley Fool
FEBRUARY 23, 2024
14 was the deadline for institutional investors with at least $100 million in assets under management to file Form 13F with the Securities and Exchange Commission (SEC). Based on Berkshire's latest 13F, Warren Buffett and his team entered 2024 overseeing 45 stocks in their roughly $371 billion portfolio.
The Motley Fool
JANUARY 28, 2024
This metric measures how much capital is staked or locked up in DeFi applications, indicating Ethereum's dominance. In September 2022, Ethereum's network transitioned to a proof-of-stake consensus mechanism. According to coinmarketcap.com, Ethereum has 71% of the $105 billion of total value locked in the entire cryptocurrency industry.
The Motley Fool
JUNE 29, 2024
Shiba Inu was built on the Ethereum (CRYPTO: ETH) blockchain, which transitioned from the energy-intensive PoW method to the more energy-efficient proof of stake ( PoS ) method in 2022. Unlike Dogecoin, Shiba Inu must be "staked" ( locked up ) on the blockchain for periods of time to earn more rewards. Second, the U.S.
The Motley Fool
OCTOBER 20, 2024
The firm's latest shedding of Bank of America stock brings the total sold to nearly $10 billion in just a few months -- almost a quarter of its original stake. Although this could make it easier for Berkshire to further reduce its stake without spooking the market, it doesn't necessarily mean that is what's happening here.
The Motley Fool
JANUARY 3, 2024
Coinbase is the leading cryptocurrency exchange in the U.S. cryptocurrency exchange. Its platform lets retail and institutional investors trade, stake, and store crypto assets. The company has consistently prioritized security and compliance. Should investors interpret that consensus forecast as a sell signal?
The Motley Fool
MAY 12, 2024
Exchange-traded funds (ETFs) are compelling investments well worth considering for your portfolio. They're very much like mutual funds, often encompassing a big bunch of securities and charging an expense ratio (fee), yet they trade like stocks, allowing you to buy or sell any time the market is open, from your brokerage account.
The Motley Fool
JULY 9, 2024
Quarterly filed Form 13Fs with the Securities and Exchange Commission (SEC) -- a 13F provides a snapshot of what Wall Street's brightest money managers have been buying and selling -- coupled with Berkshire's quarterly operating results offer evidence of the companies the Oracle of Omaha and his team can't stop investing in.
The Motley Fool
OCTOBER 27, 2024
Meet an exchange-traded fund (ETF) that is heavily invested in Nvidia and -- believe it or not -- offers an ultra-high yield of 8%. Nearly 15% of the portfolio is invested in information technology stocks. However, it's important to note that the 30-day SEC yield of 8% is after all expenses. Actually, yes.
The Motley Fool
SEPTEMBER 3, 2023
This was true even while American crypto exchanges kept their hands off the XRP token due to potential legal trouble from the Securities and Exchange Commission's (SEC) long-running lawsuit. Judge Analisa Torres dismissed two of the SEC's three lawsuit claims on July 13, and most U.S.
The Motley Fool
JANUARY 14, 2024
The first exchange-traded funds tracking the spot price of Bitcoin (CRYPTO: BTC) began trading last week after the U.S. Securities and Exchange Commission gave the go-ahead. Investors will no longer need to pay sky-high transaction fees at a cryptocurrency exchange like Coinbase. excluding waivers.
The Motley Fool
AUGUST 9, 2024
A 13F is a document filed on a quarterly basis with the Securities and Exchange Commission (SEC) that shows investors which stocks Wall Street's brightest minds have been buying and selling. Rather, it's the buying activity for Warren Buffett's favorite stock, which won't be found in a 13F filed with the SEC.
The Motley Fool
JULY 24, 2024
The Oracle of Omaha has been a net seller of equities for his company's portfolio in each of the last six quarters, as reported by Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B). Securities and Exchange Commission ( SEC ) revealed that Buffett sold $1.5 A recent filing with the U.S. The sale represents just a 3.3%
The Motley Fool
MARCH 28, 2024
Last month, the company released a regulatory filing divulging stakes in several AI stocks, and investors took notice. Nvidia filed its first-ever 13F with the Securities and Exchange Commission (SEC) on Feb. This is Nvidia's smallest stake, currently valued at $553,000. Image source: Getty Images.
The Motley Fool
MAY 12, 2024
All told, he sold nearly $20 billion worth of stocks from Berkshire's portfolio, and he bought less than $3 billion. Apple remains Berkshire Hathaway's largest equity position by far, representing around 40% of the portfolio. Buffett also added a small amount to his stake in Occidental Petroleum (NYSE: OXY). In a word: taxes.
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