Skip to main content
Return the latest normalized 13F ownership report for a manager CIK, with optional quarter-specific selection
Audience: application and coding agent.

Agent mode

Pass ?view=agent to receive the compact agent shape: manager name, form, filingDate, accessionNumber + lifted filingUrl + nested holdings[] capped to the first 50 positions and trimmed to 6 fields per position (issuer, cusip, valueUsdThousands, shares, shareType, putCall). holdingCount reports the parsed filing total, holdingsReturned reports the agent payload rows, and holdingsTruncated makes partial payloads explicit. Classes, investment discretion, and metadata envelopes are dropped. Typical reduction: ~35–45% depending on position count. See api conventions → response formats for the full ?view= contract.

Canonical metadata

  • requestId
  • traceparent
  • provenance
  • freshness
  • materialization

Example request

Example response

Give this prompt to your agent

Failure posture

  • treat non-2xx responses as contract-aware failures, not free-form errors
  • preserve requestId and traceparent in logs and downstream reports
  • if provenance or freshness metadata is present, return it unchanged so trust is not lost in the handoff