Verify a 13F holding claim against SEC Form 13F-HR
verify_13f_holdingCheck whether a fund (filer name/CIK) HELD an issuer (issuer_name or cusip) as of a quarter, against the filed 13F-HR record. Returns status=held with the source filing(s) + link; not_held (the fund reported the position EXITED that quarter — a filed 'no', distinct from not_found); not_found (no such row in the covered window); or out_of_coverage (the claimed quarter is outside the collected as-of window). Every response states the coverage window checked. Rule-2: LONG US 13(f) positions only, values are as-of quarter-end and up to ~45 days stale, and ticker is never guessed — match on issuer_name or cusip.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| end | No | Quarter-window end (ISO) if the claim spans quarters | |
| cusip | No | 9-char CUSIP of the held security — give this or issuer_name. (ticker is never accepted: 13F carries no authoritative ticker) | |
| filer | No | Fund/institution name substring (case-insensitive, e.g. 'Berkshire') or exact filer CIK — REQUIRED | |
| start | No | Quarter-window start (ISO) if the claim spans quarters | |
| quarter | No | As-of quarter-end the claim is about, ISO YYYY-MM-DD (e.g. '2026-06-30') | |
| issuer_name | No | Held company/issuer name (e.g. 'Apple') — give this or cusip |