The buyer job
For one reporting manager, inspect available filings, retrieve a selected report, and compare the latest two parsable reports with their filing context. Direct EDGAR is the better path when you only need the original submission or must choose an arbitrary pair of historical quarters.Smallest proof of concept
cik identifies the reporting manager, not an issuer held in the report. Start with filing history, then retrieve the selected report, then run the route’s latest-two-parsable-report comparison.
valueUsdThousands is reported in thousands; make any unit conversion explicit.
What a passing result contains
Retain manager CIK, report date, filing date, accession number, filing URL, returned holdings, request metadata, and provenance/freshness. For the comparison, retain both selected filing dates, row status and deltas. A reviewer must be able to trace an added, removed, or changed row back to both disclosure records.Source and production limits
- The report date is a quarter-end snapshot; the filing date is when it reached the SEC. Keep both.
- A missing comparison can mean fewer than two parsable reports. Check filing history before drawing a conclusion.
- Amendments, fund structure, corporate actions, and reporting conventions can change a row without a discretionary trade.
- Do not describe latest-two-report differences as current holdings, intraperiod trading, or manager intent.
- Before monitoring a manager universe, bound the polling schedule and quote the workload through Pricing and limits.
Next decision
Use the comparison only when your product can display its two underlying reports and label the result as a filing difference. For an arbitrary historical comparison, retrieve the intended reports separately and own that comparison policy.13F API reference
Inspect selected-report semantics.
13F tutorial
Design an idempotent monitor.
Price the monitor
Estimate repeated manager coverage.
Create an API key
Start a selected-manager proof.
Open the sandbox
Inspect report and comparison shapes.
Public pricing
Review monitoring options.
1
Inspect available reports
Use the manager CIK and retain filing dates.
2
Compare evidence
Keep both report identities beside the diff.
3
Bound monitoring
Set cadence before covering a manager universe.

