Terms of use

Last updated May 31, 2026

Latticework is a free public-information site. Using it is simple, and so are these terms. Plain English, no surprises.

What this site is

Latticework reads SEC Form 13F-HR filings from the EDGAR public database and reformats them. The information shown — holdings, portfolio weights, quarterly moves — is itself public record. The site adds tables, search, charts, and AI-synthesized briefs on top of that public data.

Not investment advice

Nothing on this site is investment advice. We are not a broker, a registered investment adviser, or a fiduciary. We do not know your financial situation, your goals, or your risk tolerance. Past returns, position weights, and quarterly moves shown here are descriptive of public filings — they are not recommendations and they do not predict the future.

13F filings disclose long US equity positions only, with a 45-day legal disclosure lag. They do not show shorts, options, bonds, foreign listings, private holdings, or cash. A manager's real book may look very different from what their 13F shows.

No warranty

Data comes from third parties (SEC EDGAR, OpenFIGI, Yahoo Finance via yfinance, Anthropic Claude). We try to keep it accurate but provide no guarantee — quarters can be misfiled, CUSIPs can be unresolved, prices can have splits/adjustments that don't line up with our backtests. The site is provided as-is, without warranty of any kind, express or implied. If you trade on it, you accept the risk that the data is wrong.

Limitation of liability

To the maximum extent permitted by law, the operators of this site are not liable for any loss arising from your use of the site or reliance on its content.

Acceptable use

Read, share, learn. Don't scrape the site at volume that burdens it. Don't republish the AI-generated briefs as your own original work. Don't use the site to harass anyone listed on it. Be normal.

Changes

These terms may change. The "Last updated" date at the top will reflect the most recent revision. Continued use after a change means you accept the new terms.

Questions? Source code on GitHub. See also our privacy notice.