How PortfolioSavvy Uses SEC Filings

Public SEC records are the source. PortfolioSavvy is the reading layer.

The product relies on SEC filing families for ownership, insider activity, beneficial ownership changes, and company facts. The point is to make those sources easier to navigate without weakening the source relationship.

Updated April 16, 2026

Core SEC sources used on the site

Ownership and investor filings

  • Form 13F filings for institutional portfolio disclosures.
  • Schedule 13D and 13G filings for beneficial ownership positions and changes.

Insider and company reporting

  • Forms 3, 4, and 5 for insider ownership and transaction disclosures.
  • SEC company facts derived from 10-Q and 10-K XBRL filings for financial metric pages and rankings.

How to verify a claim

  1. Use the page’s SEC source links or the shared SEC EDGAR search entrypoint.
  2. Check the filing type, reported period, and filing date before comparing one page to another.
  3. For financial metrics, confirm whether the comparison is based on latest available company facts that may come from different reporting periods.
  4. When a figure matters, read the filing context instead of relying on the summary card alone.

What users should not infer too quickly

  • A ranked company is not automatically “better”; it may simply report a larger or newer fact.
  • An insider transaction is not automatically a directional investment signal without context.
  • 13F and 13D/G data describe disclosed positions, not full trading intent or complete portfolios in real time.
  • SEC data availability does not guarantee complete comparability across industries, share classes, or filing periods.

Source caveat

SEC filings are public, but public does not mean error-free. Filings can be amended, delayed, or hard to compare. PortfolioSavvy tries to keep that uncertainty visible instead of smoothing it away.

Trust & Policy Surface

Find the important public pages quickly

These pages explain what PortfolioSavvy is, how it uses SEC data, what the limits are, and how privacy and monetization choices are handled.

About What PortfolioSavvy is, who it helps, and what the product is designed to do. Methodology How rankings, summaries, freshness cues, and research pages are assembled. How We Use SEC Filings Which SEC sources we use, how to verify them, and where the limits are. Privacy What account, cookie, telemetry, analytics, and advertising data may be involved. Terms Research-only usage terms, availability expectations, and responsibility boundaries. Advertising Disclosure How sponsored placements are kept low-density and separate from research content. Contact Reach out for corrections, support, partnerships, or privacy/account requests.
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