SEC proposes amendments to form used to report portfolio information
The Securities and Exchange Commission (SEC) proposed amendments to the form used by most investment companies to report portfolio-related information. The changes to Form N-PORT look to reduce reporting burdens without significantly impacting the SEC’s use of the data or the public’s ability to assess relevant information about a fund. The proposed amendments follow a review of the amendments the SEC made to the form in 2024. The proposal considers developments that have occurred si...
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