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How to use the data
Whale Analyzer organizes SEC 13F filings and other public disclosures into a research trail that is easier to compare than raw filing tables. The goal is not to copy a manager's portfolio or predict the next trade. It is to show what was publicly reported, what changed between reporting periods, and where the limits of that evidence begin.
Alongside reported positions, Whale Analyzer calculates portfolio concentration, sector exposure, quarter-over-quarter activity, and an estimated cost basis from the historical snapshots we maintain. These derived views help readers compare managers and stocks using the same definitions instead of stitching together dozens of filings by hand.
Review every calculationForm 13F is normally filed after a quarter ends and can arrive up to 45 days later. It covers many long U.S. equity positions, but it does not reveal a manager's complete exposure, short book, or current-day trades. A reported holding is therefore historical evidence—not a live signal or a recommendation.
Read the practical 13F guideEach profile identifies its disclosure type, reporting period, filing date, and data status. Profiles based on Form 4, congressional, or public social disclosures are not presented as if they were complete 13F portfolios. When a dataset is stale or too small for meaningful analysis, it is kept out of the searchable static index until the evidence improves.
See our editorial standardsStart with the Berkshire Hathaway filing analysis, compare tracked AAPL holders, or browse the Investment Academy. All figures are for research and education only; see the full disclaimer.