Your office’s own 13F, sealed in seconds. Free.

Nothing. If your office files a Form 13F, the filing is already public and we already hold it. We need the name it files under, or its CIK, and an address to send the proof to. No credentials, no portfolio file, no call.

Then send one positions export from one account instead: Schwab, Fidelity and Interactive Brokers exports are read as they come, so are Addepar, Black Diamond, Orion and Tamarac exports, and so is a spreadsheet with symbol, description, quantity, value and cost. A private upload link comes to you; nothing goes over email. Same two business days, same sealed page.

How many listed names carry the book and how much sits in the ten largest. What was added and what was let go, quarter by quarter. How much of it the rest of the reviewed offices already hold. Each figure read at the date the filing became public, so nothing uses knowledge that did not exist yet. And a fingerprint you check yourself.

Returns. Pricing a public book would need a market-data licence we do not hold, and we will not print a number we cannot check. That refusal is the whole product: a figure is traced to a computed value or it is withheld.

A named person reads them and replies. An export, if you send one, is read once into a book scoped to your family by the database, and deleted when you ask, or within thirty days if you do not continue; a person does it and confirms it to you by email. Nothing is used to train anything. An NDA is available before you send a byte.

Nothing, unless you want it. If you do, the Thirty-Day Book takes the same book and connects the rest: all five frameworks live on your real numbers by day thirty, or the setup fee comes back on your say-so.