Terms of Service | WhaleFilings

Terms of service for WhaleFilings — rules of use, disclaimers, affiliate disclosure, and limitation of liability.

Last updated: 10 May 2026

1. Agreement

By using whalefilings.com ("the Site") you agree to these terms. If you don't agree, don't use the Site.

2. What WhaleFilings is

WhaleFilings is an independent information service that aggregates and publishes publicly available data — primarily SEC 13F filings, ARK Invest daily trade disclosures, and similar institutional portfolio data. We are not affiliated with ARK Invest, Berkshire Hathaway, Scion Asset Management, or any other entity whose holdings we display.

3. Not financial advice

Important. Nothing on this Site is financial, investment, legal, or tax advice. Information is provided for general educational purposes only. We are not authorised by the Financial Conduct Authority (FCA) and we do not give regulated financial advice. Past performance is not a reliable indicator of future results. The value of investments can go down as well as up. You can lose more than you invest. If you're unsure whether an investment is suitable, consult an FCA-authorised independent financial adviser.

4. Data accuracy

We aggregate data from public sources (SEC EDGAR, ARK Funds, etc.). We try to keep it accurate and timely, but we make no warranty that the data is correct, complete, or current. Always verify against the original filing before acting on anything you see here.

5. Affiliate disclosure

Some pages on this Site contain affiliate links — particularly broker and platform comparisons. If you click an affiliate link and open an account, we may receive a commission at no additional cost to you. This does not affect our editorial choices: we recommend platforms based on suitability for the typical reader, not commission rate. Affiliate-linked content is clearly disclosed at the top of the page.

6. Advertising

Pages on this Site may display advertisements served by Google AdSense and other ad networks. Ads are clearly distinguished from editorial content. We do not endorse advertised products.

7. Acceptable use

You agree not to:

8. Limitation of liability

To the fullest extent permitted by law, WhaleFilings is not liable for any loss or damage arising from your use of the Site, including (but not limited to) investment losses, missed opportunities, or reliance on the information published. Use the Site at your own risk.

9. Intellectual property

Site design, original commentary, and editorial content are owned by WhaleFilings. Aggregated portfolio data is sourced from public filings and is not owned by us. Logos and trademarks belong to their respective owners.

10. Changes

We may update these terms from time to time. The "last updated" date at the top reflects the most recent change. Continued use of the Site after a change means you accept the updated terms.

11. Governing law

These terms are governed by the laws of England and Wales. Any dispute is subject to the exclusive jurisdiction of the courts of England and Wales.

12. Contact

Questions about these terms: hello@whalefilings.com