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. In a word: taxes. Buffett also sold shares of Apple in 2019 and 2020 for tax purposes.

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Securities and Exchange Commission (SEC) Taxes Stakes Shareholders 246

The Motley Fool

DECEMBER 20, 2023

But I can't look away from the slow-burning production called Securities and Exchange Commission (SEC) v. So Ripple owners and other crypto investors are keeping a close eye on SEC v. Judge Torres' order from July suggests that tokens like Ripple are more like newfangled currencies than financial securities.

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Securities and Exchange Commission (SEC) Legal Education Taxes 246

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.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Stakes Legal Taxes 246

The Motley Fool

DECEMBER 20, 2024

Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. Our global portfolio is clearly firing on all cylinders, and I am very proud of what we've been able to accomplish together. This was 0.6

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The Motley Fool

SEPTEMBER 30, 2024

Buffett's made several big decisions during the past few quarters regarding Berkshire's investment portfolio. 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). billion in new purchases.

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Securities and Exchange Commission (SEC) Investors Taxes Banks 246

The Motley Fool

AUGUST 5, 2024

For instance, when Berkshire holds a 10% or greater stake in a public company, it's required to file Form 4 with the Securities and Exchange Commission (SEC) every time shares are purchased or sold. However, Buffett's love affair with Bank of America appears to be in question. Profit-taking is one possible answer.

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Securities and Exchange Commission (SEC) Banks Stakes Shareholders 246

The Motley Fool

SEPTEMBER 28, 2024

Every quarter, investors eagerly await the filing of Berkshire Hathaway's Form 13F with the Securities and Exchange Commission (SEC). Although Berkshire won't file its 13F with the SEC for the September-ended quarter until Nov. Berkshire Hathaway CEO Warren Buffett. Image source: The Motley Fool.

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Securities and Exchange Commission (SEC) Banks Shareholders Stakes 245

The Motley Fool

NOVEMBER 7, 2024

Our press release was distributed this morning and furnished on Form 8-K with the Securities and Exchange Commission. During the course of this call, we will make projections and certain other statements that may be considered forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995.

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Securities and Exchange Commission (SEC) Assets Debt Prospects 130

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

JUNE 17, 2023

The SEC's complaint against Coinbase. Coinbase fell 15% this morning after the Securities and Exchange Commission announced that it is suing the company for operating as an unregistered securities exchange and failing to register its staking-as-a-service program. We'll get into what that means.

Securities and Exchange Commission (SEC) 245

Securities and Exchange Commission (SEC) Stakes Assets Education 245

The Motley Fool

JULY 16, 2023

government such as the Securities and Exchange Commission (SEC) have been toward the crypto industry. Earlier this year, the SEC sued Binance , the world's largest crypto exchange, and then Coinbase , the large crypto exchange in the U.S. Will Draper's prediction come true?

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Securities and Exchange Commission (SEC) Investors Assets Taxes 130

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. million, or a loss of $1.54

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Securities and Exchange Commission (SEC) Capital Banks Shareholders 246

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

The Motley Fool

DECEMBER 21, 2023

December is a good time to rebalance your investment portfolio, make tax-management moves, and generally ensure you're in good shape for the next year. For example, NextEra Energy (NYSE: NEE) has a world-class portfolio of solar and wind power assets, with an even stronger pipeline of firm orders for future projects.

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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. Apple: $22.5 Apple: $22.5

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The Motley Fool

AUGUST 28, 2024

It was the first cryptocurrency ever invented, the first to reach a $1 trillion valuation, and it was the first digital asset to get a spot exchange-traded fund (ETF) approved by the Securities and Exchange Commission (SEC). Consider when Nvidia made this list on April 15, 2005.

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

The Motley Fool

OCTOBER 3, 2024

Berkshire Hathaway's biggest holdings First, a quick mention of the biggest holdings in Berkshire Hathaway's $279 billion stock portfolio. But that slumber didn't extend to the other top two in the Berkshire Hathaway portfolio. Let's find out. Image source: The Motley Fool. And this is where we get to Buffett's two recent moves.

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Securities and Exchange Commission (SEC) Investors Banks Shareholders 130

The Motley Fool

FEBRUARY 5, 2025

These forward-looking statements are only predictions and involve risks and uncertainties that are described in more detail in our most recent periodic reports filed with the Securities and Exchange Commission available on our website and at sec.gov. from foreign exchange sequentially. growth from Clear Aligner revenues.

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Securities and Exchange Commission (SEC) Financing Finance Taxes 130

The Motley Fool

AUGUST 12, 2024

Robinhood is bouncing back from a tough slowdown Robinhood initially carved out a niche among smaller retail investors with its commission-free trades, streamlined app, and gamification of the trading process. Or will the macro, regulatory, and competitive challenges weigh down its stock and keep it far below its IPO price?

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Securities and Exchange Commission (SEC) Initial Public Offering Enterprise Values Amortization 130

The Motley Fool

OCTOBER 25, 2023

These forward-looking statements are only predictions and involve risks and uncertainties and that are described in more detail in our most recent periodic reports filed with the Securities and Exchange Commission available on our website and at sec.gov. and Align Technology wasn't one of them! million, down 4.2% sequentially.

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Securities and Exchange Commission (SEC) Taxes Banks Capital 245

The Motley Fool

FEBRUARY 20, 2025

Our Form 10-K for the 2024 fiscal year and our subsequent filings with the Securities and Exchange Commission identified certain factors that could cause our actual results to differ materially from those projected in any forward-looking statements made today. Our SEC filings, including the 10-K, are available on our website.

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The Motley Fool

JUNE 6, 2024

Although you generally don't get to watch it in real time, hedge funds are required to file a quarterly update with the Securities and Exchange Commission (SEC), and these filings are available to the public. Hedge funds aren't retail portfolios This is why it isn't always the best strategy to follow hedge fund movements.

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The Motley Fool

JANUARY 21, 2024

Securities and Exchange Commission (SEC) has approved a handful of applications to launch exchange-traded funds (ETFs) reflecting the spot price of Bitcoin (CRYPTO: BTC) tokens. As such, it has built up a massive Bitcoin portfolio over the last 11 years. At long last, the U.S. And then it struck me.

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Securities and Exchange Commission (SEC) Mutual Funds Management Fees Exchange-Traded Funds 130

The Motley Fool

FEBRUARY 27, 2025

Securities and Exchange Commission. Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. We have secured $20.2 Should you invest $1,000 in TechnipFMC Plc right now?

Securities and Exchange Commission (SEC) 130

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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. Even though energy stocks have historically not played a huge role in Berkshire Hathaway's portfolio, Buffett is a big fan of oil stocks and a huge believer in the U.S.

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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. Image source: The Motley Fool.

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Securities and Exchange Commission (SEC) Stakes Banks Shareholders 130

The Motley Fool

MARCH 20, 2024

A small price to pay for TKO Group In a Securities and Exchange Commission (SEC) filing this afternoon, TKO Group says it reached an agreement to settle all claims related to two class action lawsuits in exchange for $335 million in tax-deductible periodic payments over a predetermined (but still undisclosed) period of time.

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Securities and Exchange Commission (SEC) Taxes Returns Portfolios 100

The Motley Fool

SEPTEMBER 28, 2024

tariffs and taxes if they're valued at less than $800 in the aggregate. Securities and Exchange Commission (SEC) that detailed those quarterly results. Low prices, high popularity That loophole is commonly referred to as the de minimis exception, part of this country's Tariff Act of 1930.

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Securities and Exchange Commission (SEC) Legal Taxes Returns 130

The Motley Fool

MARCH 16, 2024

The case for selling Fisker stock One reason you might want to sell Fisker stock is to capture the capital losses you've suffered to help offset gains elsewhere in your portfolio. Securities and Exchange Commission (SEC). Fisker stock has lost almost all of its value in a relatively short period.

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Securities and Exchange Commission (SEC) Taxes Accounting Capital 130

The Motley Fool

MARCH 1, 2024

The stock's decline is attributable to the quarter's revenue and earnings missing Wall Street's consensus estimates, along with the company pushing back the date at which it expects to achieve a positive result for adjusted earnings before interest, taxes, depreciation, and amortization ( EBITDA ). million in the quarter.

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Securities and Exchange Commission (SEC) Stakes Amortization Depreciation 130

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. Berkshire Hathaway's investment portfolio tipped the scales at almost $303 billion, as of the closing bell on Dec. Image source: Getty Images.

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Securities and Exchange Commission (SEC) Companies Banks Investing 130

The Motley Fool

FEBRUARY 6, 2024

First quarter 2024 revenue grew nearly 80% compared to the same period a year ago and we posted our second quarter of positive adjusted EBITDA [earnings before interest, taxes, depreciation, and amortization]. She came to the company from Boeing where she served as senior V.P. and Corporate Controller.

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Securities and Exchange Commission (SEC) Bidding Amortization Depreciation 130

The Motley Fool

FEBRUARY 28, 2025

Actual results may differ materially from the results expressed or implied in these statements as a result of risks, uncertainties, and other factors, including, but not limited to, the factors set forth in the company's filings with the Securities and Exchange Commission, which can be found on the company's website or at sec.gov.

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The Motley Fool

MAY 7, 2024

For a discussion of some of the risk factors that could cause actual results to differ from the forward-looking statements expressed today, please see the risk factors section of our annual report on Form 20-F as published on March 28th, 2024, as well as our other submissions with the SEC. Our loss before income tax increased to $39.6

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Securities and Exchange Commission (SEC) Financing Finance Taxes 130

The Motley Fool

JULY 30, 2024

Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. And now on to security. We continue to prioritize security above all else. Consider when Nvidia made this list on April 15, 2005.

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Securities and Exchange Commission (SEC) Capital Accounting Assets 246

The Motley Fool

MAY 2, 2024

Information concerning risks, uncertainties and other factors that could cause these results to differ is included in our SEC filings. Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Legal Assets Shareholders 130

The Motley Fool

AUGUST 6, 2024

For a discussion of some of the risk factors that could cause actual results to differ from the forward-looking statements expressed today, please see the Risk Factors section of our Annual Report on Form 20-F as published on March 28th, 2024, as well as our other submissions with the SEC. Loss before income tax also decreased $22.5

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Securities and Exchange Commission (SEC) Financing Finance Taxes 130