Privacy Policy

Last updated: 12/06/2025

This Privacy Policy describes how we collect, use, and protect your information when you use our SEC 13F Filings application.

1. Information We Collect

Public Data

Our application processes and displays publicly available SEC 13F filing data, which includes:

  • Investment manager information (names, addresses, CIK numbers)
  • Portfolio holdings data (securities, quantities, values)
  • Filing dates and reporting periods
  • CUSIP identifiers and security information

Usage Information & Analytics

When you use our application, we (and our third-party analytics providers) may automatically collect:

  • IP addresses, browser type, and device information
  • Pages visited, time spent, and navigation paths
  • Search queries and filters used
  • Google Analytics Data: Anonymous traffic data to help us understand user behavior

2. How We Use Information

We use the collected information to:

  • Provide Services: Display and analyze SEC 13F filing data
  • Improve Performance: Optimize application speed and reliability
  • Enhance User Experience: Improve search functionality and data presentation
  • Monitor Usage: Understand how users interact with our application via analytics tools
  • Troubleshoot Issues: Identify and resolve technical problems

3. Data Sources

All financial data displayed in this application is sourced from:

  • SEC EDGAR Database: Official SEC filings and documents
  • Public Records: Publicly available regulatory filings
  • Third-Party Data Providers: Licensed financial data services (where applicable)
Important
All financial data is historical and publicly available. We do not collect or store any private financial information.

4. Information Sharing

We do not sell your personal information to data brokers. However, under certain US state laws (like California's CCPA), sharing data with analytics providers (like Google) may be considered a "sale" or "share." We share information in the following contexts:

  • Analytics Providers: We use Google Analytics to understand website traffic.
  • Legal Requirements: When required by law or legal process.
  • Service Providers: To trusted third parties who assist in operating our application.
  • Safety and Security: To protect our rights, property, or safety.

5. Data Security

We implement appropriate security measures to protect your information:

  • Encryption: Data transmission is encrypted using SSL/TLS
  • Access Controls: Limited access to personal information
  • Regular Updates: Security patches and system updates
  • Monitoring: Continuous monitoring for security threats

6. Cookies and Analytics

Our application uses cookies and similar technologies to enhance your experience and analyze traffic.

Google Analytics

We use Google Analytics to measure how you interact with our website. Google Analytics uses cookies to collect information such as your IP address and the pages you visit.

How to Manage Your Cookies

Since we currently only use Google Analytics for performance tracking, you can choose to opt-out using the methods below:

  • Browser Settings: You can control or delete cookies through your browser settings (Chrome, Safari, Firefox, Edge).
  • Official Opt-out Tool: You can prevent Google Analytics from using your data by installing the Google Analytics Opt-out Browser Add-on.
  • On This Site: You can click the "Decline" button on our cookie banner (if displayed) to disable tracking for your current session.

7. Third-Party Links

Our application may contain links to external websites, including:

  • SEC EDGAR database
  • Financial news and analysis sites
  • Regulatory and compliance resources

We are not responsible for the privacy practices of these external sites. Please review their privacy policies before providing any information.

8. Data Retention

We retain information for as long as necessary to:

  • Provide our services effectively
  • Comply with legal obligations
  • Resolve disputes and enforce agreements

9. Your Rights & "Do Not Sell" Choices

Depending on your location (including California, Virginia, Colorado, etc.), you may have specific rights:

  • Access & Correction: Request to view or correct data we hold about you.
  • Deletion: Request deletion of your personal information.
  • Right to Opt-Out of Sale/Sharing: You have the right to opt-out of the sharing of your personal data for cross-context behavioral advertising (analytics).

To exercise your Do Not Sell My Personal Information right, you can adjust your browser cookie settings, enable Global Privacy Control (GPC), or contact us directly.

10. Children's Privacy

Our application is not intended for children under 13 years of age. We do not knowingly collect personal information from children under 13.

11. International Users

If you are accessing our application from outside your country of residence, please be aware that your information will remain stored and processed in the regions where our servers are located. By using our services, you acknowledge and consent to the processing of your information in accordance with the data protection laws applicable in those regions.

12. Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of any changes by:

  • Posting the new Privacy Policy on this page
  • Updating the "Last Updated" date

13. Contact Information

If you have any questions about this Privacy Policy, our use of cookies, or to submit a "Do Not Sell" request, please contact us:

Contact Methods:

We will respond to your inquiry within 30 days of receipt.

Commitment to Privacy
We are committed to protecting your privacy and maintaining the security of your information. This application is designed to provide transparency into public financial data while respecting user privacy.