Methods

How the numbers on this site are built from the filings. Each page states its rule, how often the rule applies in the SEC data, and a worked example on a real filing you can open. Each page has a version and a date, so a citation stays exact when a rule changes.

• How rankings and consensus are counted§2.1, §4.5

  Complete-quarter 13F holdings and changes across all filers, with manager groups stated separately.

  Version 1.0, 2026-10-05

• How 13F values in thousands are correctedH1

  Values filed in thousands after the switch to dollars, found by implied price and multiplied.

  Version 1.1, 2026-10-05

• How 13F amendments are combinedH3

  A quarter is the latest original or restatement plus every NEW HOLDINGS amendment filed after it.

  Version 1.1, 2026-10-05

• How options and principal amounts are kept apartH5, H6

  Puts, calls and face amounts never enter a share count or % of portfolio.

  Version 1.0, 2026-10-05

• How 13F-NT notices and combination reports are handledH7

  A notice filer's holdings are in another manager's report, and the page names that manager.

  Version 1.0, 2026-10-05

• The position timeline and the estimate between 13Fs§2.2

  13F, 13D, 13G and Form 4 steps joined per fund and stock, and an estimate labelled with its source.

  Version 1.1, 2026-10-05

• How filer groups are built§4.5

  Which CIKs count as one manager, with the evidence for every link.

  Version 1.1, 2026-10-05

• How securities are identified§4.6

  CUSIPs shown as filed, tickers from public SEC files and OpenFIGI, and no CUSIP to ticker table.

  Version 1.1, 2026-10-05