About Bastion Memos

Every page on this site is drawn from SEC filings — 10-Ks, 10-Qs, and 8-K exhibits — parsed directly from EDGAR. No data vendor sits in between.

How the numbers are made

We parse each filing ourselves, and before anything is published our checks reconcile each breakdown against the total the filer printed. That catches most mistakes; it cannot catch every one, which is why corrections are logged below and dated on the page they touched. Every page cites the exact SEC accession number it was drawn from. Where a figure is derived rather than printed by the filer, it is marked († derived by subtraction) on the page and on the card.

What you will never find here

Ratings, price targets, forecasts, analyst consensus, or advice. The filings say what happened; readers supply the meaning.

Where the editing is

The charts are the filings, drawn to scale. The prose around them is ours: deciding which filed line deserves a sentence is an editorial choice, and we make it openly. What we never do is add a number the filing does not state.

Coverage itself follows rules, not favorites: the companies here are the most widely held names across the 13F portfolios we track, plus each week's scheduled reporters. Nothing is added to this site to promote it.

Corrections

If a number is wrong, we fix it and say so here. The log so far:

Aug 31, 2026 — on Wells Fargo's report page, the income table's net income Y/Y briefly compared against the prior quarter instead of the year-ago quarter, printing +22% where the year-over-year figure is +17%; fixed the same day, and the comparison now pairs the filer's own year-ago line or shows nothing.
Aug 31, 2026 — eight report pages briefly listed their newest quarter twice in the quarter-history table (and dropped the oldest row); the figures in each row were correct, the count was not; fixed the same day.
Aug 31, 2026 — TSM's report page rendered NT$ amounts with a bare "$" in its tables while the chart said NT$; fixed the same day, and every page now carries its filing's own currency.
Aug 29, 2026 — a caption on a scheduled post carried stray non-English text from our tooling; the post was deleted and republished corrected the same hour.

Republishing

Cards and charts from this site may be shared or republished with attribution to @BastionIV or bastionmemos.com, unchanged and with their date and source intact. Please do not alter the figures or present them as your own analysis.