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Map a manager’s reported positions

Start here when you need to show what an investment manager reported for a quarter, then give a reviewer a direct path back to the filing. Form 13F is periodic disclosure, not a current portfolio, complete exposure ledger, or transaction tape.

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Retrieve a manager’s reported holdings

cik is required. reportDate selects the quarter-end report date; filingDate can select by SEC filing date; limit is capped at 50. The response identifies the manager, selected report, reported holdings, filing date, report date, accession number, and filing URL. view=agent gives a compact citation-preserving result for an agent workflow. List the actual available reports before making a historical comparison:

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Identify changes between the latest reports

The comparison chooses the latest two parsable reports. Its added, removed, and changed rows are a review queue for those disclosures, not evidence of trade dates, manager intent, or current ownership. It does not select arbitrary two quarters.

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Implementation paths

In @secapi/sdk-js, use client.list13FFilings, client.latest13F, and client.compare13F. Hosted MCP provides owners.get_13f, owners.compare_13f, and owners.institutional_holders for issuer-centric reported holders. Give a manager CIK to the first two; use a ticker or issuer CIK for the holder query.

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Interpret 13F evidence carefully

  • reportDate is the reporting period end; filingDate is when the SEC received the report. Show both.
  • Form 13F has statutory reporting limits and does not show every short, derivative, cash, liability, non-reportable asset, or full economic exposure.
  • Reported value is historical disclosure data, not current market value.
  • Amendments, manager identity changes, security classes, and options can change a row’s interpretation. Link the accession number and filing URL in any investor-facing output.

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Next step