James Hambro & Partners (Filer 0001731152) Submits 13F-HR Form to SEC
In its recent 13F-HR filing, James Hambro & Partners disclosed its holdings as of the reporting period’s end. The filing is significant as it provides transparency into the investment decisions and portfolio management strategy of the firm. Investors and market analysts often scrutinize such filings to gain insights into the firm’s investment thesis and to track any significant changes in its holdings.
James Hambro & Partners is an investment management firm that offers wealth management services to high-net-worth individuals, families, and institutions. With a focus on providing tailored investment solutions, the firm prides itself on delivering personalized service and investment expertise to meet the unique needs of its clients. For more information about James Hambro & Partners, you can visit their website here.
The 13F-HR form is a quarterly filing required by the Securities and Exchange Commission (SEC) for institutional investment managers with assets under management above a certain threshold. The form discloses the manager’s equity holdings, including information on the securities held, the number of shares, and the total market value of each position. This filing provides transparency into the investment activities of institutional investors and is used by market participants to track institutional buying and selling trends.
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James Hambro & Partners (0001731152) Files 13F-HR Form with SEC