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Filing search answers “which filing?” before another route answers “what did it say?” Use it to build a reviewable document universe for diligence, research, or alerts. A manifest establishes that a filing matched the request; it does not establish a disclosure conclusion or EDGAR-wide coverage.

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Reader job: select a filing with a reproducible query

Start with an issuer, a form family, and a date or fiscal boundary. Store the request and the selected filing identity, then retrieve the source section that supports a finding. This separation keeps document selection distinct from disclosure interpretation.

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Search a bounded filing universe

GET /v1/filings accepts ticker or cik; form or forms; date_from and date_to; filing_year or fy; fp; text q; accession_number; limit; and cursor. The response includes records, hasMore, and nextCursor. Persist the returned accessionNumber, filing date, form, filer identity, and filing URL before choosing content. When a document is already known, fetch its manifest directly:

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Use the right route after discovery

The JavaScript SDK provides client.searchFilings(params), client.paginateFilings(params), client.latestFiling(params), and client.filingByAccession(accessionNumber, params). Hosted MCP offers filings.search for a constrained manifest query and sections.get for source retrieval. Use REST or an SDK when you need the full filter or cursor surface.

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Caveats for production workflows

  • Keep a cursor with its original filters; do not apply it to a changed issuer, form, or date range.
  • A form-only latest query can follow a current daily-index path and be terminal with hasMore: false.
  • filingDate is SEC receipt date, not necessarily a report period, market event time, or derived-data availability time.
  • An empty list does not establish that an issuer has no SEC filings. Recheck identifiers, form family, date bounds, and the coverage boundary.
  • Save the request filters, accession, filing URL, and requestId with a selected document so another reviewer can reproduce it.

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Next action

Use one issuer and form family to prove the manifest-to-source handoff, then choose full-text search, semantic search, or section extraction based on the question.