Disclaimer

By using whalepapers.com (the “site”), you acknowledge and agree to the terms below.

No investment advice

This site is an impersonal publication provided for general informational purposes only. Nothing on it is financial, investment, legal, or tax advice, nor a recommendation, offer, or solicitation to buy, sell, or hold any security. The operator of the site is not a registered investment adviser or broker-dealer, and no advisory or fiduciary relationship is created by your use of the site. Consult a licensed professional before making any investment decision.

Data sources and accuracy

The holdings shown on this site are derived from public Form 13F filings on the SEC’s EDGAR system. These filings are self-reported by the investment managers and may contain errors or omissions, or be amended or restated later.

The site retrieves, parses, and aggregates filings automatically, and all displayed figures, labels, and charts are generated by the site from that processed data. This processing can introduce errors: positions may be missing, duplicated, or misclassified; share counts, values, and computed totals may be inaccurate; and security names and tickers may be wrong or absent. No guarantee is given for the accuracy, completeness, or timeliness of anything shown on the site — verify information against the original filings at sec.gov.

Limitations of 13F data

Filings are due up to 45 days after quarter end, so a manager’s actual portfolio may have changed substantially by the time a filing becomes public. 13F reports generally cover only long positions in U.S.-listed securities — no short positions, cash, most bonds and derivatives, non-U.S. holdings, or confidential positions — so a filing is never a complete picture of a manager’s strategy or performance. Replicating disclosed holdings may produce materially different results — including losses — than the filing manager achieves. Past positioning and performance are not indicative of future results.

No warranty, limitation of liability

The site and its content are provided “as is” and “as available,” without warranty of any kind, express or implied. To the maximum extent permitted by law, the operator is not liable for any damages — including trading losses — arising from your use of, reliance on, or inability to use the site. Investing involves substantial risk, including loss of principal; you are solely responsible for your own decisions and due diligence.

No affiliation

The site is not affiliated with, sponsored by, or endorsed by the SEC, any investment manager, any issuer shown, or any third-party data provider. Manager, company, and ticker names are trademarks of their respective owners and appear for identification only; their appearance is not an endorsement. No responsibility is accepted for the content of external sites linked from the site.

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General

The site’s content and this disclaimer may change at any time without notice.

If any provision of this disclaimer is held to be invalid or unenforceable, that provision shall be enforced to the maximum extent permissible and the remaining provisions shall continue in full force and effect.