Disclaimer

Follow The Leader is a financial data aggregation and presentation platform. Nothing on this website or within the Service constitutes investment advice, a recommendation to buy or sell any security, or a solicitation of any investment decision.

We are not registered investment advisors, broker-dealers, analysts, or financial planners. The information we provide — including data derived from SEC 13F filings and Form 4 insider transactions — is intended solely for informational and educational purposes.

Always consult a qualified financial professional before making any investment decision. Past performance of any investor, fund, or security is not indicative of future results.

All data displayed on Follow The Leader is sourced from publicly available SEC EDGAR filings. While we make reasonable efforts to parse and present this data accurately, we cannot guarantee that it is free from errors, omissions, or delays.

Institutional investors are required to file Form 13F within 45 days of each quarter-end. This means the holdings data you see reflects positions as of up to 45 days prior to the filing date — and potentially up to 135 days before you view it. Holdings may have changed materially since filing.

Certain filers may amend their filings after initial submission. We make reasonable efforts to reflect amendments but cannot guarantee real-time accuracy. Form 4 insider transactions are typically more timely (required within 2 business days) but are also subject to amendments.

Tracking institutional investors does not guarantee investment success. Institutional investors make mistakes, hold positions for reasons unrelated to fundamental value (hedges, index rebalancing, regulatory requirements), and may have exited positions by the time data is publicly available.

Copying any investment portfolio — institutional or otherwise — without understanding the underlying reasoning and risk profile is inherently risky and may result in significant financial loss.

The Service may reference or link to third-party websites, data sources, or publications. We are not responsible for the accuracy, completeness, or content of any third-party materials. Links do not constitute endorsement.

Market data (prices, market capitalizations) displayed alongside SEC filing data may be sourced from third-party providers and is provided for context only. It may be delayed and should not be used for trading decisions.

Under no circumstances shall Follow The Leader, Inc., its founders, employees, officers, directors, or agents be liable for any investment losses, trading losses, or other financial damages arising from your use of, or reliance on, information provided by the Service.

This includes, without limitation, losses arising from data errors or omissions, filing delays, system downtime, or your interpretation of the data. See our Terms of Service for a full statement of liability limitations.

Follow The Leader, Inc. is not registered with the U.S. Securities and Exchange Commission (SEC), the Financial Industry Regulatory Authority (FINRA), or any other financial regulatory body as an investment advisor, broker-dealer, or any other regulated financial entity.

The Service is available only in jurisdictions where such use is lawful. It is your responsibility to ensure that your use of the Service complies with the laws of your jurisdiction.

We may update this Disclaimer periodically. Continued use of the Service after any changes constitutes acceptance of the revised Disclaimer. The Last updated date at the top of this page reflects the most recent revision.