FilingSpy is built from the same public SEC filings anyone can read, but getting from a raw filing to a correct number takes more care than most people assume. These pages document the rules we follow so the numbers you see hold up — and so you know exactly what a given figure does and doesn't include.
Some managers file twice — once as the adviser, once per fund. Adding those numbers together doesn't produce a bigger, more complete total. It double-counts.
A 13F you read last week can look different this week, with nothing wrong. Here's what an amendment actually replaces, and what we exclude when a filing doesn't add up.
Stock splits, ticker changes, and reused symbols can all turn a real chart into a fake one. We'd rather show nothing than show that.
Every claim on these pages describes how the running system behaves, not an aspiration. If something here stops matching what you see on the site, tell us.