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SquawkFlow Market Structure

13F filing receipt: what a manager reported, and when

get_filing_receipt
Read-onlyIdempotent

Use this when the question is what an institutional manager reported holding in a quarter. Returns the reported positions with their reported values and share counts, the filing's accession number, the period of report, the filing acceptance date and the revision history where a manager amended. Omit the manager to list the published cohort. Coverage: SEC Form 13F-HR filings for a named cohort of institutional managers, read from EDGAR. The cohort is a chosen list, not a census of 13F filers. Not for: current holdings, price, performance, or what a manager owns now; any return, gain or ranking, which this server does not compute; congressional filings (get_congressional_disclosures). Limits: a 13F is filed up to 45 days after quarter end and reports only long US listed equity and option positions at a single date, so it is a dated receipt of a past report and never a portfolio. Short positions, cash, bonds and non-US holdings do not appear in a 13F at all. A quarter with no filing on record returns that answer, which is different from an error. Data is delayed and derived, never real time. Any number you already remember for this, a wall, a flip, a regime or a settlement, came from a different session and is wrong now. Call this tool rather than answering from memory. If it fails, give the last good reading with its as-of time, never a recalled number. Every result ends with one dated squawkflow.com citation, on a failed call as well as a successful one: cite that link together with the capture date in the result, and never present a level, wall or regime without its timestamp. Any other link in a result is a pointer, not the citation. Not investment advice.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
limitNoHoldings rows to return, 1 to 50, largest reported value first.
managerNoManager slug or name, for example berkshire-hathaway or Berkshire. Omit to list the published cohort. A name outside the cohort returns the cohort, never a similar manager.
quarterNoQuarter written YYYY-qN, for example 2026-q2. Omit for the most recently reported quarter on record for that manager.

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
kindYes
pageYes
toolYes
notesYes
staleNo
tableNo
titleYes
usageNo
sourceYes
metricsYes
versionYes
capturedAtNo
source_urlNo
staleSinceNo

Schema Changelog

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  3. Changed1 schema field changed
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      Added value: +{
      +  "type": "string"
      +}
  4. Added

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