Terms of Use

Acceptance. By visiting, using, or viewing Trade Filings (the "Site"), you agree to these Terms of Use and to our Privacy Policy. If you do not agree, do not use the Site.

Publisher status — Investment Advisers Act Section 202(a)(11). Trade Filings is a publisher of impersonal, bona fide financial news, data, and commentary of general and regular circulation. The Site and its operators rely on the publisher's exclusion in Section 202(a)(11)(D) of the Investment Advisers Act of 1940. Nothing on the Site is individualized advice: content is not tailored to, and does not address, the investment objectives, financial situation, or particular needs of any specific person. Trade Filings is not a registered investment adviser, broker-dealer, or financial planner, and no content on the Site should be construed as a recommendation to buy, sell, or hold any security, currency, commodity, cryptocurrency, or other instrument.

No advice; no suitability. Nothing on the Site is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by Trade Filings or any of its affiliates, operators, or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person.

Limitation of liability. All viewers agree that under no circumstances will Trade Filings, its operators, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by reliance on information obtained on the Site.

Data. Ownership data is compiled from public SEC EDGAR filings, which are inherently delayed — Form 13F holdings are disclosed up to 45 days after quarter end and describe past positions only. Quote data is delayed, typically by 15–20 minutes or more, and is indicative rather than tradable. Data may be incomplete, delayed, or revised by its sources (including by SEC filing amendments); verify against the original filings linked on each page before acting. Providers are identified on Data Sources and on each data page.

Content and use. Site content is for personal, informational use. Automated bulk scraping of rendered pages is discouraged — a free read-only JSON API is provided instead. Headlines link to their original publishers; their content belongs to them.

Changes. These Terms may be updated; continued use after changes constitutes acceptance. Questions: see Contact.