secedgar-mcp-server

Previous value: -"Company ticker symbol (e.g., \"AAPL\", \"VOO\"), name (e.g., \"Apple\"), or CIK number (e.g., \"320193\"). Ticker is the fastest lookup and works for equities, ETFs, and mutual funds; a multi-class share ticker resolves in either form (\"BRK-B\" or \"BRK.B\"). Name search matches current and former names, and the corporate suffix does not have to match the registry's form (\"Beacon Financial Corporation\" finds \"Beacon Financial Corp\") — but Corp, Inc, Co, and Ltd stay distinct from each other, since separate registrants differ only by which one they use."New value: +"Company ticker symbol (e.g., \"AAPL\", \"VOO\"), name (e.g., \"Apple\"), or CIK number (e.g., \"320193\"). Ticker is the fastest lookup and works for equities, ETFs, and mutual funds; a multi-class share ticker resolves in either form (\"BRK-B\" or \"BRK.B\"). Name search matches current and former names, preferring a name the query matches exactly over one it only starts or appears in. The corporate suffix (Inc, Corp, Co, Ltd, PLC, LLC, LP, N.V., S.A., AG, SE) can be left off (\"Apple\" finds \"Apple Inc.\"; \"Rio Tinto\" lists both the Ltd and the PLC) or spelled out (\"Beacon Financial Corporation\" finds \"Beacon Financial Corp\"), but a suffix you include must match — Corp, Inc, Co, and Ltd stay distinct from each other, since separate registrants differ only by which one they use."

Previous value: -"SEC fund class ID (e.g. \"C000092055\"). Present when the query resolved via a fund ticker (ETF or mutual fund)."New value: +"SEC fund class ID (e.g. \"C000092055\"), present alongside series_id."

Previous value: -"Canvas dataframe holding the full filtered filing history (recent + archive pages), registered only when the scan reached beyond the recent window and the history exceeds filing_limit. Query the complete history — filings by form by year — with secedgar_dataframe_query; the inline `filings` list stays capped at filing_limit."New value: +"Dataframe of the full filtered history (recent window plus archive pages), staged only when the scan went past the recent window and the history exceeds filing_limit."

Previous value: -"Dataframe handle (df_XXXXX_XXXXX) — inspect its columns with secedgar_dataframe_describe, then query it with secedgar_dataframe_query."New value: +"Dataframe handle (df_XXXXX_XXXXX) for secedgar_dataframe_describe, then secedgar_dataframe_query."

Previous value: -"True when the archive scan hit its page cap before exhausting the manifest — older matching filings exist beyond the dataframe."New value: +"True when the archive scan hit its page cap, so older matching filings exist beyond the dataframe."

Previous value: -"Filing accession number, dash format (e.g., 0000320193-23-000106). Pass to secedgar_get_filing."New value: +"Accession number, dash format (e.g., 0000320193-23-000106). Pass to secedgar_get_filing."

Previous value: -"Period of report (YYYY-MM-DD). Absent for filings without a reporting period (proxy statements, ownership reports)."New value: +"Period of report (YYYY-MM-DD). Absent for forms without one (proxy statements, ownership reports)."

Previous value: -"Fiscal year end (MM-DD format, e.g., \"09-26\"). Absent for filers SEC records no fiscal year end for (e.g. private or pre-IPO entities)."New value: +"Fiscal year end (MM-DD, e.g. \"09-26\"). Absent when SEC records none (e.g., private or pre-IPO entities)."

Previous value: -"Oldest filing date reached by the scan (YYYY-MM-DD). Filings older than this were not examined: the recent window holds the last year or 1,000 filings, whichever is more, and older filings live in archive pages fetched only when a date filter or an under-filled form filter requires them. Absent when no filings were scanned."New value: +"Oldest filing date the scan reached (YYYY-MM-DD); nothing older was examined. Archive pages past the recent window (last year or 1,000 filings) are read only for a date filter or an under-filled form filter. Absent when nothing was scanned."

Previous value: -"Guidance when include_filings=true but no filings matched the forms filter, or when filing_limit withheld some."New value: +"Guidance when no filings matched the forms filter, or when filing_limit withheld some."

Previous value: -"SEC fund series ID (e.g. \"S000002839\"). Present when the query resolved via a fund ticker (ETF or mutual fund)."New value: +"SEC fund series ID (e.g. \"S000002839\"), when the query resolved via a fund ticker (ETF or mutual fund)."

Previous value: -"State of incorporation (US two-letter code, e.g. \"DE\"). Omitted for some entities, including many foreign filers and individuals."New value: +"State of incorporation (US two-letter code, e.g. \"DE\"). Absent for many foreign filers and individuals."

Previous value: -"Total filings matching the filter across everything scanned (recent window + any archive pages), which may exceed filing_limit and the inline list."New value: +"Filings matching the filter across everything scanned; can exceed filing_limit."

Previous value: -"Comparability warnings: a filer missing one or two calendar quarters from the frame-tagged series, a concept whose values stop at least two full years behind the rest of that company's reporting (either an XBRL tag SEC has retired, or a current tag the filer stopped using), period ends that differ inside one aligned period, concepts whose unit differs across companies, and — one line per concept — the companies that report a concept but have no value inside the inline periods, each with its newest period (its values are in the dataframe), and the concept inputs merged because they name the same concept. Company-specific warnings are prefixed with the company name. Empty when nothing needs flagging."New value: +"Comparability warnings (company-specific ones prefixed with the name), else empty: missing quarters; a concept stopping 2+ years behind the company's other reporting; period ends differing within a period; units differing across companies; values only before the inline window; merged inputs."

Previous value: -"Underlying XBRL frame, which differs from period for point-in-time concepts (e.g. frame CY2024Q3I under period CY2024)."New value: +"Underlying XBRL frame; differs from period for point-in-time concepts (CY2024Q3I under CY2024)."

Previous value: -"XBRL tag this value was reported under — one concept can walk several tags, so it can differ between periods of the same company."New value: +"XBRL tag this value was reported under; can differ between periods of one company."

Previous value: -"One company that resolved and contributed to the matrix."New value: +"One company that contributed to the matrix."

Previous value: -"Concepts covered, in the order supplied. Inputs that name the same concept (revenue and Revenue, or one raw tag spelled twice) appear once, under the first spelling."New value: +"Concepts covered, in input order; inputs naming the same concept appear once, under the first spelling."

Previous value: -"Distinct units this concept resolved to across the companies. More than one means the values are not directly comparable — see caveats."New value: +"Units this concept resolved to across companies; more than one means values are not directly comparable."

Previous value: -"Canvas dataframe holding the full aligned series across every period, not just the inline window. Columns match cells[]. Absent when canvas is unavailable."New value: +"Dataframe of the full aligned series, every period, with cells[] columns. Absent when canvas is unavailable."

Previous value: -"Dataframe handle (df_XXXXX_XXXXX) — inspect its columns with secedgar_dataframe_describe, then query it with secedgar_dataframe_query."New value: +"Dataframe handle (df_XXXXX_XXXXX) for secedgar_dataframe_describe, then secedgar_dataframe_query."

Previous value: -"Companies excluded from the matrix. The comparison proceeds with the rest rather than failing the whole call."New value: +"Companies excluded from the matrix; the rest still compare."

Previous value: -"One company that could not be included, with a machine-readable reason."New value: +"One company that could not be included."

Previous value: -"Machine-readable failure. not_found: the input matched no CIK. ambiguous: it matched several, and the message lists them. no_company_facts: it resolved but the filer reports no XBRL. Match on this rather than the message."New value: +"not_found: no CIK matched. ambiguous: several matched; the message lists them. no_company_facts: resolved, but the filer reports no XBRL. Match on this, not the message."

Previous value: -"Company-concept pairs with no value in any period. Deliberately explicit — a missing value is never interpolated or zero-filled. A pair with values only in periods older than the inline window is not a gap; caveats names it."New value: +"Company-concept pairs with no value in any period (never zero-filled). A pair with values only before the inline window appears in caveats instead."

Previous value: -"Guidance when the inline matrix dropped periods, or when the full aligned series is staged as a dataframe."New value: +"Guidance when the inline matrix dropped periods, or the full series is staged as a dataframe."

Previous value: -"Calendar period keys covered by the inline matrix, newest first. Shorter than the requested periods when the cell count forced the window to shrink — the enrichment trailer reports the drop."New value: +"Period keys in the inline matrix, newest first; shorter than requested when the cell count shrank it (see notice)."

Previous value: -"Requested concepts that are neither a supported friendly name nor an XBRL tag (UpperCamelCase, e.g. NetIncomeLoss), reported once each rather than as a gap per company — secedgar_search_concepts lists every supported name. Empty when every concept resolved."New value: +"Concepts that are neither a supported name nor an XBRL tag, reported once instead of as per-company gaps; secedgar_search_concepts lists supported names. Empty when all resolved."

Previous value: -"Concept as supplied (trimmed) — neither a supported friendly name nor an XBRL tag."New value: +"Concept as supplied, trimmed."

Previous value: -"How to build it from supported concepts when it is a standard combination, e.g. \"operating_cash_flow − capex\"."New value: +"How to build it from supported concepts, when it is a standard combination (e.g., \"operating_cash_flow − capex\")."

Previous value: -"Rows the query produced, up to `row_limit` (exceeds `rows.length` when `preview` returned fewer). Read it with `row_count_capped`: when that is true this number is the `row_limit` cap itself, and the size of the full result is not in this response."New value: +"Rows the query produced, up to `row_limit`; exceeds `rows.length` when `preview` returned fewer. When `row_count_capped` is true this is the cap, not the full size."

Previous value: -"True when the query matched more rows than `row_limit`, so `row_count` is that cap rather than a total. False means `row_count` is exact — including when it happens to equal `row_limit`."New value: +"True when more rows matched than `row_limit`, so `row_count` is the cap; false means `row_count` is exact."

Previous value: -"Data-completeness warnings specific to this query. Populated for duration periods 'CY####Q[1-4]', where SEC XBRL omits filers' fiscal Q4 (reported only as the 10-K residual) — affected filers are silently absent from the frame. Populated for annual ('CY####') NetIncomeLoss frames, where a filer's row can be its proxy statement's pay-versus-performance figure rather than the 10-K's. Populated for an annual frame whose calendar year is still open or inside its 10-K filing window, where a filer's row can be a trailing-twelve-month figure from a 10-Q rather than a fiscal year. Also flags a value distribution whose top rows look like split or scale-factor artifacts. Otherwise empty."New value: +"Completeness warnings, else empty: quarterly frames (CY####Q#) omit fiscal-Q4 filers; annual NetIncomeLoss rows may be proxy pay-versus-performance figures; an annual frame still open or in its 10-K window may hold 10-Q trailing-twelve-month figures; top rows may be split or scale artifacts."

Previous value: -"Business location (state or country). Absent when SEC has no location for this filer."New value: +"Business location (state or country). Absent when SEC has none."

Previous value: -"Canvas dataframe handle holding the full frames response. Absent when canvas is unavailable or materialization failed."New value: +"Dataframe of the full frame, every reporter. Absent when canvas is unavailable or staging failed."

Previous value: -"Dataframe handle (df_XXXXX_XXXXX) — inspect its columns with secedgar_dataframe_describe, then query it with secedgar_dataframe_query."New value: +"Dataframe handle (df_XXXXX_XXXXX) for secedgar_dataframe_describe, then secedgar_dataframe_query."

Previous value: -"Offset to pass on the next call to continue down the ranking. Absent on the last page (no companies remain past this one)."New value: +"Offset for the next page down the ranking. Absent on the last page."

Previous value: -"Rank the returned page starts at, 0-based — the effective offset applied."New value: +"Rank the returned page starts at, 0-based."

Previous value: -"Range of period_end dates across the frame. SEC normalizes to calendar periods but filers report against their own fiscal year-ends, so a \"CY2023\" duration frame can contain period_ends from 2023-01-31 (January-FY filers like Walmart) to 2024-12-31 (calendar-FY filers reported late). Wide ranges mean cross-comparison mixes fiscal periods."New value: +"Range of period_end dates; filers report on their own fiscal years, so \"CY2023\" can span 2023-01-31 to 2024-12-31, mixing fiscal periods."

Previous value: -"Alternate-DEFINITION XBRL tags (distinct from same-meaning `unqueried_tags`) that a meaningful share of filers use as their primary line for this metric — e.g. `cash` filers reporting `CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents` (incl. restricted cash), `equity` filers reporting `StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest` (incl. noncontrolling interest). These filers are NOT in `data` or the dataframe, so a whole-universe screen on the base tag silently under-counts. To recover them, run a separate fetch_frames against the alternate tag — do NOT blindly UNION (definitions differ; you would mix or double-count). Empty when the concept has no known high-coverage alternate."New value: +"Alternate-definition tags many filers use as their primary line (e.g., cash including restricted cash); those filers are absent from data. Fetch each separately; never blindly UNION, since definitions differ. Empty when none is known."

Previous value: -"Alternate XBRL tag a meaningful share of filers report this metric under instead."New value: +"Alternate XBRL tag those filers report under."

Previous value: -"Frames namespace the tag was read from (us-gaap or dei) — a friendly name mapped to dei reads dei under the us-gaap default."New value: +"Frames namespace the tag was read from (us-gaap or dei); a friendly name mapped to dei reads dei."

Previous value: -"Unit of measure used for the lookup (always normalized to dashed form, e.g. \"USD-per-shares\")."New value: +"Unit of measure, in dashed form (e.g., \"USD-per-shares\")."

Previous value: -"Other same-meaning XBRL tags in the friendly-name mapping that this call did NOT query (historical/variant spellings of the same metric). Empty for raw tags or single-tag concepts — for alternate-DEFINITION tags some filers use instead, see `related_tags`. For \"revenue\" this typically lists `Revenues`, `SalesRevenueNet`, `SalesRevenueGoodsNet` — filers reporting under legacy variants are absent from `data`; call again per tag and UNION/COALESCE in SQL to recover them."New value: +"Same-meaning mapped tags this call did not query (e.g., SalesRevenueNet for revenue); their filers are absent from data, so fetch each and UNION/COALESCE in SQL. Empty for raw tags and single-tag concepts."

Previous value: -"Distribution stats across the full frame, computed during materialization. Use `max_to_p95_ratio` as the primary outlier signal — it catches scale-factor anomalies even when median is 0 or negative."New value: +"Distribution across the full frame; max_to_p95_ratio is the outlier signal."

Previous value: -"Maximum value divided by 95th percentile. Robust to zero/negative bulk (unlike median-based ratios — many frames have median = 0 or negative, e.g. EPS with many loss-making filers). Typical heavy-tail frames sit in the 10–50× range (mega-caps over the rest); ratios above ~200× usually indicate a filer-side XBRL scale-factor error (wrong `decimals` attribute) — verify the topmost row(s) in `data` before trusting absolute rankings."New value: +"Max divided by p95. Heavy-tail frames sit near 10–50×; above ~200× usually means a filer-side scale-factor error, so check the top rows of data before trusting rankings."

Previous value: -"Canvas dataframe holding every fetched filer row, each carrying the issuer key and quarter so it joins across issuers and quarters. Absent when the result fits inline, canvas is unavailable, or materialization failed. Query with secedgar_dataframe_query."New value: +"Dataframe of every fetched filer row, keyed by issuer and quarter for cross-issuer joins. Absent when the result fits inline, canvas is unavailable, or staging failed."

Previous value: -"Dataframe handle (df_XXXXX_XXXXX) — inspect its columns with secedgar_dataframe_describe, then query it with secedgar_dataframe_query."New value: +"Dataframe handle (df_XXXXX_XXXXX) for secedgar_dataframe_describe, then secedgar_dataframe_query."

Previous value: -"True when more filers exist beyond the fetch budget — total_filings exceeds fetched."New value: +"True when total_filings exceeds fetched, so more filers exist."

Previous value: -"Filings retrieved from the index, capped by the fetch budget of 500. Equals total_filings when the whole window fit inside the budget."New value: +"Filings retrieved, at most 500; equals total_filings when the window fit."

Previous value: -"One page of filers, capped at limit. Order carries no position-size meaning — see the ordering note."New value: +"One page of filers, capped at limit; order says nothing about position size."

Previous value: -"Filer CIK, zero-padded to 10 digits. Pass as company to secedgar_get_institutional_holdings for this manager's positions."New value: +"Filer CIK, zero-padded to 10 digits; pass as company to secedgar_get_institutional_holdings."

Previous value: -"Institutional manager that filed, with ticker/CIK parentheticals stripped."New value: +"Institutional manager that filed, ticker/CIK parentheticals stripped."

Previous value: -"Form type, \"13F-HR\" or \"13F-HR/A\" for an amendment. Absent when the index carries no form tag."New value: +"\"13F-HR\", or \"13F-HR/A\" for an amendment. Absent when the index carries no form tag."

Previous value: -"Distinct managers among the fetched filings reporting this quarter as their period — the set paged by limit and materialized on the dataframe. Lower than fetched by the filings dropped as amendments restating other quarters, and by managers that amended this quarter (kept once, at their latest filing)."New value: +"Distinct managers reporting this quarter among fetched filings: the set limit pages and the dataframe holds. Other-quarter amendments drop; a manager that amended counts once, at its latest filing."

Previous value: -"Reporting quarter searched, \"YYYY-QN\" — the requested one, or the applied default."New value: +"Reporting quarter searched, \"YYYY-QN\": the requested one or the default."

Previous value: -"EDGAR-conformed company name the issuer resolved to, and the phrase that was searched. Absent when cusip was supplied (no company lookup runs)."New value: +"EDGAR-conformed name the issuer resolved to, also the phrase searched. Absent when cusip was supplied."

Previous value: -"Which key matched the information tables. \"cusip\" matches the identifier the table itself carries; \"name\" phrase-matches the filing text and is looser in both directions."New value: +"\"cusip\" matches the information table's identifier; \"name\" phrase-matches filing text, looser both ways."

Previous value: -"Total 13F-HR filings matching the search key inside the filing window, as reported by the index. A slight over-count of this quarter's holders on two counts, both of which the returned rows correct for: a few percent are amendments restating an older quarter, and a few more are managers amending their own report for this quarter, which puts them in the window twice."New value: +"13F-HR filings matching the search key in the window, per the index; slightly over-counts holders (amendments of older quarters, managers amending this one), which holders_in_quarter corrects."

Previous value: -"Canvas dataframe holding one row per reporting person across every parsed filing, each row carrying the issuer, form, accession, and dates alongside the person's powers. Joins against the insider and 13F dataframes on issuer_cik. Absent when canvas is unavailable or nothing parsed."New value: +"Dataframe with one row per reporting person across parsed filings; joins insider and 13F dataframes on issuer_cik. Absent when canvas is unavailable or nothing parsed."

Previous value: -"Dataframe handle (df_XXXXX_XXXXX) — inspect its columns with secedgar_dataframe_describe, then query it with secedgar_dataframe_query."New value: +"Dataframe handle (df_XXXXX_XXXXX) for secedgar_dataframe_describe, then secedgar_dataframe_query."

Previous value: -"True when the issuer has more structured filings than limit fetched — the dataframe holds the parsed filings only, not the whole history."New value: +"True when more structured filings exist than limit fetched."

Previous value: -"Date of the event that required the filing (YYYY-MM-DD) — when the position actually crossed or changed, which precedes filing_date. Absent when the cover page omits it."New value: +"Date of the event that required the filing (YYYY-MM-DD). Absent when the cover page omits it."

Previous value: -"Item 4 purpose-of-transaction prose — what the holder says it intends. Present on 13D filings only; 13G has no such field, which is what makes it the passive form. Absent on an amendment that restates no purpose."New value: +"Item 4 purpose of transaction, 13D only. Absent on 13G and on an amendment that restates none."

Previous value: -"True when purpose_of_transaction was clipped to fit — read the full item with secedgar_get_filing on this accession number."New value: +"True when purpose_of_transaction was clipped; read the full item with secedgar_get_filing."

Previous value: -"Every reporting person on this filing. A joint filing lists a fund, its adviser, and its controlling principal separately, each reporting the same underlying shares."New value: +"Every reporting person; a joint filing lists a fund, its adviser, and its principal separately, each reporting the same shares."

Previous value: -"Shares beneficially owned by this person. Absent when the person reports no amount, which happens on an exit amendment reporting a zero position."New value: +"Shares beneficially owned by this person. Absent when none is reported, as on an exit amendment."

Previous value: -"Reporting person CIK, when the schedule carries one. SCHEDULE 13G never does — its cover page has no CIK field — so this is populated on 13D filings only."New value: +"Reporting person CIK. 13D only; the 13G cover page has no CIK field."

Previous value: -"SEC citizenship or place-of-organization code — a US state (\"DE\"), or an SEC country code (\"X1\" United States, \"E9\" Cayman Islands)."New value: +"SEC citizenship or place-of-organization code: a US state (\"DE\") or SEC country code (\"E9\" Cayman Islands)."

Previous value: -"True when the reported aggregate deliberately excludes shares this person disclaims beneficial ownership of. Absent when the filing does not answer."New value: +"True when the aggregate excludes shares this person disclaims. Absent when the filing does not say."

Previous value: -"The filer's own cover-page footnote, usually the share count the percentage was computed against. Clipped when long — the full text is in the filing."New value: +"The filer's cover-page footnote, often the share count behind the percentage. Clipped when long."

Previous value: -"Percent of the class this person beneficially owns (0-100), as this person reports it. Per person, not per filing: joint filers report overlapping shares, so these do not sum to a group total."New value: +"Percent of the class this person beneficially owns (0-100). Joint filers report overlapping shares, so these do not sum."

Previous value: -"SEC type-of-reporting-person codes — IN individual, CO corporation, PN partnership, IA investment adviser, HC holding company, OO other. One person can carry several."New value: +"SEC reporting-person codes: IN individual, CO corporation, PN partnership, IA investment adviser, HC holding company, OO other."

Previous value: -"Title of the class of securities the schedule covers. A multi-class issuer has a separate schedule per class, so percentages are of this class only."New value: +"Class of securities the schedule covers; percentages are of this class only."

Previous value: -"Filings actually fetched and parsed — total_structured_filings capped by limit."New value: +"Filings fetched and parsed: total_structured_filings capped by limit."

Previous value: -"Legacy SC 13D / SC 13G filings in the issuer's recent submissions window — pre-2024-12-18 stakes this tool cannot parse. Reach them with secedgar_search_filings and read them with secedgar_get_filing. A floor, not a lifetime count: the submissions window holds the last year or 1,000 filings of every type, whichever is more."New value: +"Legacy SC 13D / SC 13G filings (pre-2024-12-18) in the recent submissions window, which this tool cannot parse; find them with secedgar_search_filings. A floor: the window holds the last year or 1,000 filings."

Previous value: -"Guidance when no filings matched — names the coverage boundary and the fallback."New value: +"Guidance when no filings matched, naming the coverage boundary and the fallback."

Previous value: -"First filing date on which SEC required this XML format (YYYY-MM-DD). Blockholder filings before it exist but are not parseable into this schema."New value: +"First date SEC required this XML format (YYYY-MM-DD); earlier blockholder filings cannot be parsed here."

Previous value: -"Structured SCHEDULE 13D/13G filings matching the form filter in the issuer's recent submissions window, before the limit. The population the returned filings are the newest slice of."New value: +"Structured 13D/13G filings matching form_kind in the recent submissions window, before limit."

Previous value: -"Jump to a named section by case-insensitive substring match against detected headings (e.g. 'risk factors', 'item 7', 'certain relationships'). Matching also ignores whitespace and quote-style differences, so a heading copied from the outline resolves whether it carries the filing's non-breaking spaces and curly quotes or plain ones. Takes precedence over offset when both are provided. On a miss, the error message includes the detected outline so you can pick the correct heading."New value: +"Jump to a named section by case-insensitive substring match against detected headings (e.g. 'risk factors', 'item 7', 'certain relationships'). A value ending in a number matches only that number: 'item 1' reaches Item 1 and Item 1A, never Items 10–16. Matching also ignores whitespace and quote-style differences, so a heading copied from the outline resolves whether it carries the filing's non-breaking spaces and curly quotes or plain ones. Takes precedence over offset when both are provided. On a miss, the error message includes the detected outline so you can pick the correct heading."

Previous value: -"Full document length before any truncation."New value: +"Full document length in characters."

Previous value: -"Filing documents grouped by category. Every name is a valid document input EXCEPT entries carrying binary: true — scanned pages, PDFs, packaged archives and spreadsheets, which hold no text and are rejected with a binary_document error. Scans can outnumber readable documents in a filing, so read the flag before picking a name. XBRL viewer artifacts are suppressed by default; setting include_xbrl=true surfaces them under the xbrl bucket."New value: +"Filing documents by category. Any name is a valid document input except entries with binary: true, which fail with binary_document; scans can outnumber readable documents."

Previous value: -"Other supporting documents that aren't the primary, exhibits, or XBRL artifacts (cover pages, audit consent letters, embedded graphics)."New value: +"Other supporting documents: cover pages, consent letters, graphics."

Previous value: -"Present and true when the entry holds binary bytes — a scanned page or logo, a PDF exhibit, a packaged archive or spreadsheet. These cannot be converted to text and are rejected by the document input. Absent for readable entries."New value: +"True for a binary entry (scan, PDF, archive, spreadsheet); absent otherwise."

Previous value: -"Human-readable description (e.g., \"Annual Report\", \"Subsidiaries of the Registrant\"). Absent when SEC published none for this entry."New value: +"SEC description (e.g., \"Subsidiaries of the Registrant\"). Absent when none."

Previous value: -"SEC document type from the submission header (e.g., \"10-K\", \"EX-21.1\", \"GRAPHIC\", \"XML\"). When the submission header is unavailable, falls back to a label inferred from the filename: known XBRL artifacts (\"XBRL-LINKBASE\", \"XBRL-INSTANCE\", etc.), \"exhibit\" for common exhibit filename patterns (ex-21.htm, exhibit21, dex991), \"GRAPHIC\"/\"PDF\"/\"BINARY\" for known binary file extensions, and \"unknown\" for everything else."New value: +"SEC document type (e.g., \"10-K\", \"EX-21.1\", \"GRAPHIC\"), or without a submission header a filename-inferred label (\"exhibit\", \"PDF\", \"unknown\")."

Previous value: -"Filed exhibits (EX-21 subsidiaries, EX-31/32 certifications, EX-99 press releases, etc.). Excludes XBRL technical exhibits (EX-101.*). Identified by the EX- prefix on the document type, or by common exhibit filename patterns when the submission header is unavailable (type \"exhibit\"). Exhibits with unrecognizable filenames may still appear under auxiliary in the header-less case."New value: +"Filed exhibits (EX-21, EX-31/32, EX-99, etc.), excluding XBRL EX-101.*; without a submission header, matched by filename (type \"exhibit\"), the rest under auxiliary."

Previous value: -"Present and true when the entry holds binary bytes — a scanned page or logo, a PDF exhibit, a packaged archive or spreadsheet. These cannot be converted to text and are rejected by the document input. Absent for readable entries."New value: +"True for a binary entry (scan, PDF, archive, spreadsheet); absent otherwise."

Previous value: -"Human-readable description (e.g., \"Annual Report\", \"Subsidiaries of the Registrant\"). Absent when SEC published none for this entry."New value: +"SEC description (e.g., \"Subsidiaries of the Registrant\"). Absent when none."

Previous value: -"SEC document type from the submission header (e.g., \"10-K\", \"EX-21.1\", \"GRAPHIC\", \"XML\"). When the submission header is unavailable, falls back to a label inferred from the filename: known XBRL artifacts (\"XBRL-LINKBASE\", \"XBRL-INSTANCE\", etc.), \"exhibit\" for common exhibit filename patterns (ex-21.htm, exhibit21, dex991), \"GRAPHIC\"/\"PDF\"/\"BINARY\" for known binary file extensions, and \"unknown\" for everything else."New value: +"SEC document type (e.g., \"10-K\", \"EX-21.1\", \"GRAPHIC\"), or without a submission header a filename-inferred label (\"exhibit\", \"PDF\", \"unknown\")."

Previous value: -"Primary filing document(s). Typically a single entry whose type matches the form (e.g., \"10-K\")."New value: +"Primary document(s), typically one entry whose type matches the form."

Previous value: -"Present and true when the entry holds binary bytes — a scanned page or logo, a PDF exhibit, a packaged archive or spreadsheet. These cannot be converted to text and are rejected by the document input. Absent for readable entries."New value: +"True for a binary entry (scan, PDF, archive, spreadsheet); absent otherwise."

Previous value: -"Human-readable description (e.g., \"Annual Report\", \"Subsidiaries of the Registrant\"). Absent when SEC published none for this entry."New value: +"SEC description (e.g., \"Subsidiaries of the Registrant\"). Absent when none."

Previous value: -"SEC document type from the submission header (e.g., \"10-K\", \"EX-21.1\", \"GRAPHIC\", \"XML\"). When the submission header is unavailable, falls back to a label inferred from the filename: known XBRL artifacts (\"XBRL-LINKBASE\", \"XBRL-INSTANCE\", etc.), \"exhibit\" for common exhibit filename patterns (ex-21.htm, exhibit21, dex991), \"GRAPHIC\"/\"PDF\"/\"BINARY\" for known binary file extensions, and \"unknown\" for everything else."New value: +"SEC document type (e.g., \"10-K\", \"EX-21.1\", \"GRAPHIC\"), or without a submission header a filename-inferred label (\"exhibit\", \"PDF\", \"unknown\")."

Previous value: -"XBRL viewer artifacts and machine-readable taxonomy files. Only present when include_xbrl=true."New value: +"XBRL viewer artifacts and taxonomy files. Present only when include_xbrl=true."

Previous value: -"Present and true when the entry holds binary bytes — a scanned page or logo, a PDF exhibit, a packaged archive or spreadsheet. These cannot be converted to text and are rejected by the document input. Absent for readable entries."New value: +"True for a binary entry (scan, PDF, archive, spreadsheet); absent otherwise."

Previous value: -"Human-readable description (e.g., \"Annual Report\", \"Subsidiaries of the Registrant\"). Absent when SEC published none for this entry."New value: +"SEC description (e.g., \"Subsidiaries of the Registrant\"). Absent when none."

Previous value: -"SEC document type from the submission header (e.g., \"10-K\", \"EX-21.1\", \"GRAPHIC\", \"XML\"). When the submission header is unavailable, falls back to a label inferred from the filename: known XBRL artifacts (\"XBRL-LINKBASE\", \"XBRL-INSTANCE\", etc.), \"exhibit\" for common exhibit filename patterns (ex-21.htm, exhibit21, dex991), \"GRAPHIC\"/\"PDF\"/\"BINARY\" for known binary file extensions, and \"unknown\" for everything else."New value: +"SEC document type (e.g., \"10-K\", \"EX-21.1\", \"GRAPHIC\"), or without a submission header a filename-inferred label (\"exhibit\", \"PDF\", \"unknown\")."

Previous value: -"Form type (e.g., \"10-K\", \"10-Q\"). From the company's submissions feed for a recent filing, else from the filing's own SEC header. Absent only when neither source carries it."New value: +"Form type (e.g., \"10-K\"), from the submissions feed or the filing's SEC header. Absent only when neither has it."

Previous value: -"Character offset to pass as offset on the next call to continue reading. Only present when the response was truncated. Calling agents should follow this until content_truncated is false."New value: +"Offset of the next page, to pass as offset; present while content_truncated is true."

Previous value: -"Guidance on reading the next page when the content was capped."New value: +"How to read the next page, and which file was read when the archive does not serve the indexed primary."

Previous value: -"Document outline — up to 50 detected headings with their character offsets. Present on the first page of a truncated response (offset=0, no section). Use a heading offset as offset, or pass heading text as section, to jump to that section."New value: +"Up to 50 headings, on the first page of a truncated response (offset=0, no section); pass a heading offset as offset, or its text as section."

Previous value: -"Character offset of this heading in the full document. Pass as offset to jump directly to this section."New value: +"Character offset of this heading in the full document; pass as offset."

Previous value: -"Period the filing reports on (YYYY-MM-DD), from the same source as form. Absent for forms with no period of report (S-8, Form 4, proxy statements) and when neither source carries it."New value: +"Period of report (YYYY-MM-DD), from the same source as form. Absent for forms without one (S-8, Form 4, proxy statements) or when neither source has it."

Previous value: -"Filename of the filing's actual primary document (e.g., the 10-K HTML file)."New value: +"Filename of the primary document. When the archive does not serve the one the index names (common in 2000–2001), this is the full submission file <accession>.txt instead; the notice names both."

Previous value: -"Filename of the specific document requested via the document param. Only present when document differs from primary_document."New value: +"Filename requested via document. Present only when it differs from primary_document."

Added value: +{
+  "description": "SEC unit key to read the series in, for a concept reported in more than one (e.g. \"ZAR\" and a \"USD\" convenience translation, or \"USD/EUR\" among exchange-rate pairs). \"USD-per-shares\" is read as \"USD/shares\". When omitted, the series takes the unit of its newest value, then the unit with more periods; any other units are named in caveats.",
+  "minLength": 1,
+  "type": "string"
+}

Previous value: -"Data-completeness warnings about the returned series. Two kinds. On quarterly results, one entry when one or two calendar quarters are absent from every recent qualifying year — SEC reports a filer's fiscal Q4 as the 10-K residual rather than a discrete quarterly fact, so the calendar quarter fiscal Q4 spans has no frame-tagged value, and a filer whose other fiscal quarters span non-calendar durations loses a second quarter the same way. Applies to calendar-year filers (no discrete Q4) as much as to off-calendar ones. On any result, one entry when the series stops well short of today — either because the concept resolved to an XBRL tag SEC has retired from the taxonomy (the current tags reported nothing), or because a current tag's series ends more than two years plus a filing window back, which is what a filer migrating to a different element or dropping the disclosure looks like. Absent when the series has nothing to flag."New value: +"Completeness warnings, absent when none apply: other units the concept is reported in, with period counts and spans (pass unit to read one); quarters missing from every recent year (SEC reports fiscal Q4 only within the 10-K); a series ending well short of today (a retired or dropped tag)."

Previous value: -"XBRL tag behind the newest value. A friendly name can walk several tags, so each row names its own."New value: +"XBRL tag behind the newest value; each row names its own tag."

Previous value: -"Deduplicated time series, newest first — one value per calendar period. Where SEC's period frame sits on a proxy statement's figure (the pay-versus-performance table re-tags net income), the value comes from the filer's own report of the same period; an annual period SEC framed on a 10-Q's trailing-twelve-month figure is left out, since the filer has not closed that year."New value: +"Deduplicated series, newest first, one value per calendar period. A period SEC framed on a proxy statement figure takes the filer's own report instead; an annual period framed on a 10-Q trailing-twelve-month figure is left out."

Previous value: -"One reported value with its period, fiscal context, source filing, and source tag."New value: +"One reported value with its period, source filing, and tag."

Previous value: -"Fiscal period of the source filing (FY, Q1, Q2, Q3, Q4), not the data period. Null when the source filing did not encode a fiscal period."New value: +"Fiscal period of the source filing (FY, Q1–Q4), not of the data period. Null when not encoded."

Previous value: -"Fiscal year of the source filing, not the data period — every comparative period restated in the same filing carries that filing's fiscal year, so use end (or period) as the time key. Null when the source filing did not encode a fiscal year."New value: +"Fiscal year of the source filing, not of the data period (restated comparatives carry the filing's year); key time on end. Null when not encoded."

Previous value: -"XBRL tag this value was reported under — differs from concept when an older or successor tag in the friendly name answers this period."New value: +"XBRL tag this value was reported under; differs from concept when an older or successor tag answers this period."

Previous value: -"Canvas dataframe handle holding the same time series. Use for cross-company JOINs via secedgar_dataframe_query. The source-filing fiscal keys are materialized as source_filing_fy/source_filing_fp — order, group, and window by period_end, not by those columns. Absent when canvas is unavailable."New value: +"Dataframe of the same series; fiscal keys are source_filing_fy/source_filing_fp, so order by period_end. Absent when canvas is unavailable."

Previous value: -"Dataframe handle (df_XXXXX_XXXXX) — inspect its columns with secedgar_dataframe_describe, then query it with secedgar_dataframe_query."New value: +"Dataframe handle (df_XXXXX_XXXXX) for secedgar_dataframe_describe, then secedgar_dataframe_query."

Previous value: -"XBRL taxonomy description of the concept tag. Often absent for company-extension tags or older concepts."New value: +"XBRL taxonomy description of the tag. Often absent for extension tags and older concepts."

Previous value: -"Machine-readable failure mode. Declared by this tool: `company_not_found`: The company input does not resolve to a CIK. `ambiguous_company`: The company input resolves to multiple entities and the target is ambiguous. `unknown_concept`: The concept input is neither a supported friendly name nor shaped like an XBRL tag, so no request is sent. `no_concept_data`: The company does not report any XBRL data for the resolved concept and taxonomy. `no_frame_data`: Concept exists but has no frame-aligned (standard calendar period) entries. `no_period_data`: Concept has data but the period_type filter excluded all of it. `rate_limited`: SEC is rate-limiting this server's IP — SEC answered 429, or the call was refused without being sent while the cool-down after one runs. Other values are possible when a failure originates below the handler."New value: +"Machine-readable failure mode. Declared by this tool: `company_not_found`: The company input does not resolve to a CIK. `ambiguous_company`: The company input resolves to multiple entities and the target is ambiguous. `unknown_concept`: The concept input is neither a supported friendly name nor shaped like an XBRL tag, so no request is sent. `no_concept_data`: The company does not report any XBRL data for the resolved concept and taxonomy. `no_frame_data`: Concept exists but has no frame-aligned (standard calendar period) entries. `no_period_data`: Concept has data but the period_type filter excluded all of it. `no_unit_data`: The unit input names a unit the resolved concept is not reported in for this company. `rate_limited`: SEC is rate-limiting this server's IP — SEC answered 429, or the call was refused without being sent while the cool-down after one runs. Other values are possible when a failure originates below the handler."

Previous value: -[
-  "company_not_found",
-  "ambiguous_company",
-  "unknown_concept",
-  "no_concept_data",
-  "no_frame_data",
-  "no_period_data",
-  "rate_limited"
-]New value: +[
+  "company_not_found",
+  "ambiguous_company",
+  "unknown_concept",
+  "no_concept_data",
+  "no_frame_data",
+  "no_period_data",
+  "no_unit_data",
+  "rate_limited"
+]

Previous value: -"XBRL tags that were attempted (shown when using friendly names that map to multiple tags)."New value: +"XBRL tags attempted, when a friendly name maps to several."

Previous value: -"Unit of measure of the newest value (e.g., \"USD\", \"shares\", \"USD/shares\")."New value: +"Unit of every value in data (e.g., \"USD\", \"USD/shares\"): the unit input when given (an unreported one fails with no_unit_data), else the newest value's unit, then the unit with more periods. A series never mixes units."

Previous value: -"Period end dates of this fund's reports, newest first — the horizon report_date can address, not the fund's full history. It reaches back roughly a decade of quarterly reports, and a period older than that is refused rather than served. A period inside the horizon can still be missing from the list: the dates come from the registrant's recent submissions window, which a trust filing thousands of reports a year outruns in months, and a report the window no longer reaches is dated by reading it only when report_date asks for it."New value: +"Period end dates of this fund's reports, newest first: what report_date can address, about a decade back. A trust filing thousands of reports a year can miss periods here that report_date still reaches."

Previous value: -"SEC class IDs of the share classes covered. One report covers every class of the series, so a fund with both an ETF and an admiral-share class reports them together."New value: +"SEC class IDs covered; one report covers every class of the series."

Previous value: -"Canvas dataframe holding every position in the report (the inline holdings[] is a preview capped at limit). Each row carries the fund keys — series_id, registrant_cik, report_period_date, accession_number — alongside the position fields, so it joins against the 13F and insider dataframes on cusip. Absent when canvas is unavailable or the report had no positions."New value: +"Dataframe of every position, each row carrying the fund keys; joins 13F and insider dataframes on cusip. Absent when canvas is unavailable or the report had no positions."

Previous value: -"Dataframe handle (df_XXXXX_XXXXX) — inspect its columns with secedgar_dataframe_describe, then query it with secedgar_dataframe_query."New value: +"Dataframe handle (df_XXXXX_XXXXX) for secedgar_dataframe_describe, then secedgar_dataframe_query."

Previous value: -"SEC asset-type code — EC equity-common, EP equity-preferred, DBT debt, RA repurchase agreement, STIV short-term investment vehicle, DE derivative. A filer that classifies a position as Other reports its own label here instead of a code (\"Right\"), because the code in that case is just \"OTHER\"."New value: +"SEC asset-type code (EC equity-common, EP equity-preferred, DBT debt, RA repurchase agreement, STIV short-term investment vehicle, DE derivative), or the filer's own label for Other (\"Right\")."

Previous value: -"Units held, counted in whatever `units` names — shares, principal, or contracts."New value: +"Units held, in whatever `units` names (shares, principal, or contracts)."

Previous value: -"SEC issuer-type code — CORP corporate, MUN municipal, USGSE US government-sponsored, RF registered fund. A filer that classifies an issuer as Other reports its own label here instead of a code (\"Future\", \"Warrant\")."New value: +"SEC issuer-type code (CORP corporate, MUN municipal, USGSE US government-sponsored, RF registered fund), or the filer's own label for Other (\"Future\")."

Previous value: -"Issuer name as the fund reports it. A derivative position routinely reports the literal \"N/A\" here and names the instrument in title instead, so group and label positions by title when asset_category marks a derivative."New value: +"Issuer name as reported. Derivatives often report \"N/A\" and name the instrument in title."

Previous value: -"Percent of the fund's net assets, as the filer computes it. Negative on a short position — a leveraged fund's swap or futures leg regularly reports several percent below zero — so this is not bounded at 0."New value: +"Percent of the fund's net assets as the filer computes it; negative on short positions, so not bounded at 0."

Previous value: -"True when the fund reports this as its last filing on the series, which marks a liquidation or merger. Absent when the filing does not answer."New value: +"True when the fund marks this its last filing for the series (liquidation or merger). Absent when unstated."

Previous value: -"Offset to pass on the next call to continue through the portfolio. Absent on the last page."New value: +"Offset for the next page. Absent on the last page."

Previous value: -"Days between the portfolio date and the filing date. Absent when the report omits its period date."New value: +"Days from the portfolio date to the filing date. Absent when the report omits its period date."

Previous value: -"Last day of the period this portfolio is reported as of (YYYY-MM-DD). Holdings are the fund's positions on this date, not today's. Absent only when the filer omits it."New value: +"Portfolio date (YYYY-MM-DD): positions as of this date, not today. Absent only when the filer omits it."

Previous value: -"Last day of the fiscal year the reporting period falls in (YYYY-MM-DD) — the fund's fiscal year end, not the portfolio date."New value: +"Fiscal year end the reporting period falls in (YYYY-MM-DD), not the portfolio date."

Previous value: -"SEC series ID of the fund this report covers. Absent when the registrant files as a single fund with no series structure, which is how some older exchange-traded trusts are organized."New value: +"SEC series ID of the fund. Absent when the registrant files as a single fund with no series."

Previous value: -"Fund name as the filer states it on the report. A closed-end fund organized as a single registrant names itself here with no series_id alongside; absent only when the filer leaves the field blank or writes \"N/A\"."New value: +"Fund name on the report; a single-registrant closed-end fund names itself here, with no series_id. Absent when blank or \"N/A\"."

Previous value: -"Positions in the report, before offset and limit — the size of the full portfolio."New value: +"Positions in the full report, before offset and limit."

Previous value: -[
-  {
-    "not": {
-      "required": [
-        "error"
-      ]
-    },
-    "required": [
-      "issuer_name",
-      "issuer_cik",
-      "transactions",
-      "filings_scanned"
-    ]
-  },
-  {
-    "required": [
-      "error"
-    ]
-  }
-]New value: +[
+  {
+    "not": {
+      "required": [
+        "error"
+      ]
+    },
+    "required": [
+      "issuer_name",
+      "issuer_cik",
+      "transactions",
+      "filings_scanned",
+      "filings_other_issuer"
+    ]
+  },
+  {
+    "required": [
+      "error"
+    ]
+  }
+]

Previous value: -"Canvas dataframe holding the full parsed transaction set from the scanned filings (the inline transactions[] is a preview capped at limit). Each row carries the issuer (issuer_cik, issuer_ticker) plus the transaction fields, so it aggregates net buy/sell by insider and joins across issuers. Query with secedgar_dataframe_query. Absent when canvas is unavailable or no transactions were parsed."New value: +"Dataframe of every parsed transaction, issuer keys on each row, for net buy/sell by insider and cross-issuer joins. Absent when canvas is unavailable or nothing parsed."

Previous value: -"Dataframe handle (df_XXXXX_XXXXX) — inspect its columns with secedgar_dataframe_describe, then query it with secedgar_dataframe_query."New value: +"Dataframe handle (df_XXXXX_XXXXX) for secedgar_dataframe_describe, then secedgar_dataframe_query."

Previous value: -"True when Form 4 filings exist beyond those parsed — past the newest-filings sample, or, with a date window, inside the window beyond the 100-filing cap or past the 10 archive pages read. Narrow the window to reach the rest."New value: +"True when Form 4 filings exist past those parsed (the newest-filings sample, or a window's 100-filing or 10-page cap); narrow the window to reach them."

Added value: +{
+  "description": "Scanned Form 4 filings naming a different issuer, filed by this company as a reporting owner of another (e.g., a 10% holder of a fund). They are that issuer's activity, so they add no transactions here or in the dataframe.",
+  "type": "number"
+}

Previous value: -"Number of Form 4 filings scanned to produce the result."New value: +"Form 4 filings scanned, including those in filings_other_issuer."

Previous value: -"Filing date of the oldest Form 4 parsed (YYYY-MM-DD). Present only when a date window was given; absent when the window held no Form 4 filing."New value: +"Filing date of the oldest Form 4 parsed (YYYY-MM-DD). Present only with a date window that held a Form 4."

Previous value: -"Guidance when results are empty after filtering — explains the filter applied and suggests alternatives."New value: +"Why the result is empty (the filter, or every scanned filing naming another issuer), and the dataframe pointer when staged."

Previous value: -"Insider transactions, newest filing first. Preview capped at `limit` — the full scanned set lives on the canvas dataframe (see `dataset`)."New value: +"Insider transactions, newest filing first, capped at limit; the dataframe holds the full parsed set."

Previous value: -"Whether shares were acquired or disposed. \"acquire\" = buy, award, exercise; \"dispose\" = sale, gift, return. Absent when shares_traded is absent."New value: +"\"acquire\" (buy, award, exercise) or \"dispose\" (sale, gift, return). Absent when shares_traded is."

Previous value: -"True for derivative security transactions (options, RSUs, convertible notes). False for direct equity transactions."New value: +"True for derivative securities (options, RSUs, convertible notes); false for direct equity."

Previous value: -"Nature of indirect ownership (e.g., \"By Trust\", \"By Spouse\"). Only present when ownership_type is indirect."New value: +"Nature of indirect ownership (e.g., \"By Trust\"). Present only when ownership_type is indirect."

Previous value: -"D = direct ownership, I = indirect (through a trust, family member, etc.). Absent when not reported."New value: +"Direct, or indirect (through a trust, family member, etc.). Absent when not reported."

Previous value: -"Price per share in USD. 0 for gifts and RSU awards (no cash consideration). Absent when not reported."New value: +"Price per share in USD; 0 for gifts and RSU awards. Absent when not reported."

Previous value: -"Total shares owned after this transaction, as reported. Absent when omitted by the filer."New value: +"Shares owned after this transaction, as reported. Absent when omitted."

Previous value: -"Absolute number of shares involved (always positive). Absent when the filing omits this field. Use `direction` to distinguish acquisitions from disposals."New value: +"Shares involved, always positive; direction gives the sign. Absent when the filing omits it."

Previous value: -"Single-letter SEC transaction code: P = purchase, S = sale, M = exercise, A = award, G = gift, F = tax withholding, C = conversion, others exist."New value: +"SEC transaction code: P purchase, S sale, M exercise, A award, G gift, F tax withholding, C conversion, among others."

Previous value: -"Human-readable description of the transaction code (e.g., \"purchase\", \"sale\", \"conversion_of_derivative\")."New value: +"Plain-language name of the code (e.g., \"purchase\", \"conversion_of_derivative\")."

Previous value: -"Accession number for this 13F-HR filing — pass to secedgar_get_filing for the full document."New value: +"Accession number of this 13F-HR — pass to secedgar_get_filing."

Previous value: -"Canvas dataframe holding every parsed position from this 13F filing (the inline holdings[] is a preview capped at limit). Each row carries the filer metadata (filer_cik, filer_name, reporting_period, filing_date, accession_number) plus the position fields, so it self-joins across quarters/filers on cusip + reporting_period. Reflects the consolidate setting (consolidated positions when true, raw info-table sub-lines with investment_discretion when false). Query with secedgar_dataframe_query. Absent when canvas is unavailable or the filing had no holdings."New value: +"Dataframe of every position, shaped by consolidate; rows carry the filer keys and join across quarters on cusip + reporting_period. Absent when canvas is unavailable or there are no holdings."

Previous value: -"Dataframe handle (df_XXXXX_XXXXX) — inspect its columns with secedgar_dataframe_describe, then query it with secedgar_dataframe_query."New value: +"Dataframe handle (df_XXXXX_XXXXX) for secedgar_dataframe_describe, then secedgar_dataframe_query."

Previous value: -"One page of holdings, `limit` rows starting at `offset` — consolidated positions sorted by market value when consolidate=true, else raw information-table rows in filing order."New value: +"`limit` rows from `offset`: positions by market value when consolidate=true, else raw rows in filing order."

Previous value: -"SOLE = sole investment discretion, DFND = defined (shared/advised), OTR = other. Absent when not reported."New value: +"SOLE sole discretion, DFND defined (shared or advised), OTR other. Absent when not reported, and on consolidated positions."

Previous value: -"Market value of the position in whole USD at the reporting date. SEC Form 13F has reported whole dollars since the 2023 amendments; values from filings before 2023-01-03 (originally thousands) are normalized to whole USD. Absent when not reported."New value: +"Market value in whole USD at the reporting date; values from filings before 2023-01-03, reported in thousands, are scaled to whole USD. Absent when not reported."

Previous value: -"Options designation. Present only when the row represents a put or call option position."New value: +"Present only on a put or call option position."

Previous value: -"Number of shares (for equities) or principal amount (for debt securities). Absent when not reported."New value: +"Shares (equities) or principal amount (debt). Absent when not reported."

Previous value: -"SH = share position, PRN = principal amount (bonds, notes). Absent when not reported."New value: +"SH shares, PRN principal amount (bonds, notes). Absent when not reported."

Previous value: -"Offset to pass on the next call to continue through the positions. Absent on the last page (no rows remain past this one)."New value: +"Offset for the next page. Absent on the last page."

Previous value: -"Guidance when no filings were found or the result set is empty — suggests alternatives."New value: +"Guidance when no filing was found or the result is empty, with alternatives."

Previous value: -"Row the returned page starts at, 0-based — the effective offset applied."New value: +"Row the returned page starts at, 0-based."

Previous value: -"The calendar-quarter end date this 13F covers (YYYY-MM-DD), from the filing cover page. Absent if not surfaced in the filing."New value: +"Calendar-quarter end this 13F covers (YYYY-MM-DD), from the cover page. Absent when the filing omits it."

Previous value: -"Total number of raw information-table rows in this filing, before consolidation and the limit."New value: +"Raw information-table rows in this filing, before consolidation and limit."

Previous value: -"Number of distinct positions after consolidating info-table sub-lines, before the limit. Present only when consolidate=true."New value: +"Distinct positions after consolidating sub-lines, before limit. Present only when consolidate=true."

Previous value: -"Central Index Key of the resolved company, zero-padded to 10 digits."New value: +"Resolved CIK, zero-padded to 10 digits."

Previous value: -"Canvas dataframe holding every scanned 8-K that passes the filter. Item codes ride as a comma-separated `item_codes` column, so item-frequency-over-time queries split it (`unnest(string_split(item_codes, ','))`). Absent when the result fits inline, canvas is unavailable, or materialization failed."New value: +"Dataframe of every scanned 8-K passing the filter; item_codes is comma-separated (unnest(string_split(item_codes, ','))). Absent when the result fits inline, canvas is unavailable, or staging failed."

Previous value: -"Dataframe handle (df_XXXXX_XXXXX) — inspect its columns with secedgar_dataframe_describe, then query it with secedgar_dataframe_query."New value: +"Dataframe handle (df_XXXXX_XXXXX) for secedgar_dataframe_describe, then secedgar_dataframe_query."

Previous value: -"True when archive pages in range went unread — the 10-page cap ended the scan, or an undated call stopped once limit was filled, which is before any archive page when the recent window alone fills it — so older matching filings may exist beyond the dataframe. Pass filed_after / filed_before to reach them."New value: +"True when archive pages in range went unread (the 10-page cap, or an undated call that stopped once limit was filled, possibly before any archive page), so older matches may exist. Pass filed_after / filed_before to reach them."

Previous value: -"Filing accession number, dash format. Pass to secedgar_get_filing for the document text."New value: +"Accession number, dash format, for secedgar_get_filing."

Previous value: -"Items this filing reports, decoded. Empty when EDGAR records no items for the filing, which happens on some older filings."New value: +"Items this filing reports, decoded. Empty when EDGAR records none (some older filings)."

Previous value: -"Item title from Form 8-K. Absent for a code neither numbering regime defines, so the raw code is never given a guessed meaning."New value: +"Item title from Form 8-K. Absent for a code neither numbering regime defines."

Previous value: -"Which numbering the code belongs to: \"current\" for the dotted scheme in force since 2004-08-23, \"legacy\" for the single-integer scheme before it. Absent for an unrecognized code shape."New value: +"\"current\" (dotted, since 2004-08-23) or \"legacy\" (single integer, before). Absent for an unrecognized code."

Previous value: -"Primary document filename — pass as `document` to secedgar_get_filing. Press releases are usually separate EX-99 exhibits, listed in that tool's document catalog. Absent on older filings, which EDGAR records without one; secedgar_get_filing still resolves them from the accession number alone."New value: +"Primary document filename for secedgar_get_filing; press releases are usually EX-99 exhibits. Absent on older filings, which resolve from the accession number alone."

Previous value: -"Date of the reported event (YYYY-MM-DD), which usually precedes the filing date. Absent when SEC records none."New value: +"Date of the reported event (YYYY-MM-DD), usually before filing_date. Absent when SEC records none."

Previous value: -"Oldest filing date reached by the scan (YYYY-MM-DD). Older filings were not examined: the recent window holds the last year or 1,000 filings of every form, whichever is more, and archive pages are read only for a date filter (every page overlapping it, up to 10) or to fill limit (stopping on the page that fills it). Absent when no filings were scanned."New value: +"Oldest filing date the scan reached (YYYY-MM-DD); nothing older was examined. The scan reads the recent window (last year or 1,000 filings), then up to 10 archive pages: those a date filter overlaps, or, undated, until limit filings pass the items filter. Absent when nothing was scanned."

Previous value: -"Count of the 8-K filings scanned in the date window carrying each item code, before the items filter. Empty when no 8-K filings were scanned."New value: +"Scanned 8-K filings per item code, before the items filter. Empty when none were scanned."

Previous value: -"Guidance when nothing matched — distinguishes an empty date window from an items filter that excluded everything."New value: +"Why nothing matched (an empty date window, or an items filter that excluded everything), and, when fewer than limit matched while the page cap left pages unread, how far the scan reached and the window that goes further."

Previous value: -"8-K filings inside the date window before the items filter — compare against total_matched to see how much the items filter removed."New value: +"8-K filings in the date window before the items filter; compare total_matched."

Previous value: -"Filings matching every applied filter across the whole scan, which may exceed limit and the inline list."New value: +"Filings matching every filter across the scan; can exceed limit."

Previous value: -"Data-completeness warnings. One entry when one or two calendar quarters are absent from every recent qualifying year, because SEC reports a filer's fiscal Q4 as the 10-K residual rather than a discrete quarterly fact — this applies to calendar-year filers (no discrete Q4) as much as to off-calendar ones, and a filer whose other fiscal quarters span non-calendar durations loses a second quarter the same way. One further entry, prefixed with the concept name, per line whose values stop at least two full years behind the newest period this filer reports anywhere in the profile — either because the line resolved to an XBRL tag SEC has retired from the taxonomy, or because a current tag's series simply ends, which is what a migration to a different element or a dropped disclosure looks like. Empty when nothing needs flagging."New value: +"Completeness warnings, else empty: quarters missing from every recent year (SEC reports fiscal Q4 only within the 10-K), and, prefixed with the concept name, lines stopping 2+ years behind the filer's newest period."

Previous value: -"Concepts with no value for this filer. Deliberately explicit — a missing concept is never zero-filled or interpolated."New value: +"Concepts with no value for this filer, never zero-filled or interpolated."

Previous value: -"One concept the filer does not report, with the tags that were tried."New value: +"One concept the filer does not report."

Previous value: -"One resolved concept with its latest value per period kind."New value: +"One concept with its latest values: duration concepts carry annual and quarterly as period_type allows; point-in-time concepts carry instant only."

Previous value: -"Latest full-year (CY####) value. Absent for point-in-time concepts and when period_type excludes it."New value: +"Latest full-year (CY####) value."

Previous value: -"Source filing accession number — pass to secedgar_get_filing."New value: +"Source filing accession number for secedgar_get_filing."

Previous value: -"XBRL tag this value was reported under — differs from the line's tag when an older or successor tag in the concept answers this period."New value: +"XBRL tag behind this value; can differ from the line's tag."

Previous value: -"Latest point-in-time (CY####Q#I) value. Present for balance-sheet and entity-info concepts."New value: +"Latest point-in-time (CY####Q#I) value."

Previous value: -"Source filing accession number — pass to secedgar_get_filing."New value: +"Source filing accession number for secedgar_get_filing."

Previous value: -"XBRL tag this value was reported under — differs from the line's tag when an older or successor tag in the concept answers this period."New value: +"XBRL tag behind this value; can differ from the line's tag."

Previous value: -"Latest single-quarter (CY####Q#) value. Absent for point-in-time concepts and when period_type excludes it."New value: +"Latest single-quarter (CY####Q#) value."

Previous value: -"Source filing accession number — pass to secedgar_get_filing."New value: +"Source filing accession number for secedgar_get_filing."

Previous value: -"XBRL tag this value was reported under — differs from the line's tag when an older or successor tag in the concept answers this period."New value: +"XBRL tag behind this value; can differ from the line's tag."

Previous value: -"XBRL tag behind the newest value — each point names its own when the concept walks several."New value: +"XBRL tag behind the newest value; each point names its own."

Previous value: -"Unit of measure of the newest value (e.g. \"USD\", \"USD/shares\", \"shares\")."New value: +"Unit of every point on the line (e.g., \"USD\"). A concept in several units reads its newest value's unit, then the one with more periods; secedgar_get_financials reads the others."

Previous value: -"Statement section this concept belongs to: income_statement, balance_sheet, cash_flow, per_share, or entity_info."New value: +"Statement section: income_statement, balance_sheet, cash_flow, per_share, or entity_info."

Previous value: -"XBRL tags this friendly name resolves to under taxonomy \"ifrs-full\", tried in order — a different element set from tags, not a synonym list. Each one is confirmed present in a live 20-F filing. Absent when the concept has no IFRS equivalent, in which case taxonomy \"ifrs-full\" does not resolve it."New value: +"Tags under taxonomy \"ifrs-full\", tried in order; a different element set from tags, each seen in a live 20-F. Absent when there is no IFRS equivalent."

Previous value: -"Alternate-DEFINITION tags (different meaning from `tags`, not historical synonyms) that a meaningful share of filers report this metric under instead — surfaced by secedgar_fetch_frames as `related_tags`. Present only when the concept has a known high-coverage alternate (e.g. cash → restricted-cash-inclusive total, equity → NCI-inclusive total). Query these separately; do not blindly union them with the base tag."New value: +"Alternate-definition tags (not synonyms) many filers report this metric under, as secedgar_fetch_frames flags them (e.g., cash including restricted cash). Query them separately, never blindly unioned. Absent when none is known."

Previous value: -"XBRL tags this friendly name resolves to under us-gaap, tried in order. Multiple tags cover historical naming changes (e.g., pre- vs post-ASC 606 revenue) and can include a tag SEC has since retired, kept as a last-resort fallback for filers whose history predates its replacement."New value: +"XBRL tags under us-gaap, tried in order; several cover historical renames (pre- and post-ASC 606 revenue), possibly a retired tag as last resort."

Previous value: -"Unit of measure (USD, USD/shares, shares, pure). secedgar_fetch_frames accepts both slash and dashed forms."New value: +"Unit of measure (USD, USD/shares, shares, pure); secedgar_fetch_frames also takes the dashed form."

Previous value: -"Pagination offset. For sort=relevance on a 2001-onward search, EDGAR pages server-side up to its 10,000-result cap. Everywhere else the offset indexes the rows this call assembled and sorted: a single 100-row window for date sorts and entity targeting, the full matched set on a pre-2001 archive path, or both together on a range that crosses 2001-01-01. Offsets at or past those rows return nothing even when total is larger — switch to sort=relevance for deep pagination on a 2001-onward search, narrow the search (forms, dates, entity targeting), or query the dataframe. On a crossing range the two sides are assembled unevenly — the archive side contributes every row it matched, the full-text side one window of its total — so once the window runs out the rows jump to the pre-2001 era with the remaining full-text matches absent from the middle; search the 2001-onward era on its own to page through those."New value: +"Pagination offset. For sort=relevance on a 2001-onward search, EDGAR pages server-side up to its 10,000-result cap, and the offset counts matching documents, not filings — EDGAR indexes each document of a filing separately — so a page lists the filings among its limit documents, which can be fewer than limit, and a filing whose matching documents straddle a page edge can recur on the next page; stepping by limit never skips one. Everywhere else the offset indexes the filings this call assembled and sorted: the filings of a single 100-document window for date sorts and entity targeting, the full matched set on a pre-2001 archive path, or both together on a range that crosses 2001-01-01. Offsets at or past those rows return nothing even when more filings match (a total above the rows fetched, or total_is_exact false) — switch to sort=relevance for deep pagination on a 2001-onward search, narrow the search (forms, dates, entity targeting), or query the dataframe. On a crossing range the two sides are assembled unevenly — the archive side contributes every row it matched, the full-text side the filings of one document window — so once the window runs out the rows jump to the pre-2001 era with the remaining full-text matches absent from the middle; search the 2001-onward era on its own to page through those."

Previous value: -"Canvas dataframe holding the fetched hits (full-text window, or the full pre-2001 archive match set), each tagged with its `source`. Absent when total ≤ inline limit, canvas is unavailable, or materialization failed. Query with secedgar_dataframe_query SQL."New value: +"Dataframe of every filing assembled (the full-text window, or the full pre-2001 match set). Absent when the rows fit inline, canvas is unavailable, or staging failed."

Previous value: -"Dataframe handle (df_XXXXX_XXXXX) — inspect its columns with secedgar_dataframe_describe, then query it with secedgar_dataframe_query."New value: +"Dataframe handle (df_XXXXX_XXXXX) for secedgar_dataframe_describe, then secedgar_dataframe_query."

Previous value: -"True when more matches exist beyond the materialized set — the full-text window was exceeded, or a pre-2001 archive scan hit its cap. Each row carries a `source` column so provenance survives into secedgar_dataframe_query."New value: +"True when matches exist beyond the staged rows: the full-text window was exceeded, or an archive scan hit its cap."

Previous value: -"The query as executed against EDGAR (ticker/cik: tokens resolved to entity names)."New value: +"The query as executed: a ticker:/cik: token shows as \"(entity scope: CIK …)\", a forms-only browse as \"(browse: forms …)\", and a pre-2001 range names its archive route and dates."

Previous value: -"Count of results by form type. Helps narrow follow-up searches."New value: +"Filings in hand by form: every row assembled (what a dataframe holds), not only the page shown. Sums to total when every matching filing is in hand and every row has a form."

Previous value: -"Guidance when no results were returned — echoes the query and suggests how to broaden."New value: +"Why nothing matched, what lies past a truncated list and how to reach it, or that offset passed the filings available."

Previous value: -"One matching filing hit."New value: +"One matching filing. period_ending, ticker, file_description, matched_documents, sic, and location are absent on pre-2001 archive rows (source submissions or full-index)."

Previous value: -"Filing accession number. Pass to secedgar_get_filing to retrieve the document text."New value: +"Accession number for secedgar_get_filing."

Previous value: -"SEC-provided description of the matching document (e.g., \"EX-99.1\"). Absent when SEC published none, and for pre-2001 archive-sourced rows. A range crossing 2001-01-01 returns both kinds of row together, so this field is populated on source=efts rows only."New value: +"SEC description of the first-ranked matching document (e.g., \"EX-99.1\"). Absent when SEC published none."

Previous value: -"Business location (state or country code). Absent when SEC has no location for this filer, and for pre-2001 archive-sourced rows. A range crossing 2001-01-01 returns both kinds of row together, so this field is populated on source=efts rows only."New value: +"Business location (state or country code). Absent when SEC has none."

Added value: +{
+  "description": "Documents of this filing that matched, in rank order; the dataframe holds their filenames as a comma-separated column.",
+  "items": {
+    "additionalProperties": false,
+    "description": "One document of this filing that matched the query.",
+    "properties": {
+      "name": {
+        "description": "Document filename — pass as secedgar_get_filing document to read it.",
+        "type": "string"
+      },
+      "type": {
+        "description": "EDGAR document type (e.g., \"EX-99.1\"), telling body from exhibit. Absent when the index has none.",
+        "type": "string"
+      }
+    },
+    "required": [
+      "name"
+    ],
+    "type": "object"
+  },
+  "type": "array"
+}

Previous value: -"Period the filing reports on (YYYY-MM-DD). Absent for filings without a reporting period (e.g., proxy statements, ownership reports) and for all pre-2001 archive-sourced rows (source submissions/full-index), which carry no period field. A range crossing 2001-01-01 returns both kinds of row together, so this field is populated on source=efts rows only."New value: +"Period the filing reports on (YYYY-MM-DD). Absent for forms without one (proxy statements, ownership reports)."

Previous value: -"SIC industry code for the filer. Absent for filers without a classification, and for pre-2001 archive-sourced rows. A range crossing 2001-01-01 returns both kinds of row together, so this field is populated on source=efts rows only."New value: +"SIC industry code. Absent for filers without one."

Previous value: -"Which EDGAR backend served this row: \"efts\" (2001+ full-text index), \"submissions\" (a pre-2001 entity-scoped filing history), or \"full-index\" (a pre-2001 unscoped quarterly index browse). A date range crossing 2001-01-01 is split at the boundary and returns rows of two sources in one result set, so read this per row rather than per result. Provenance is carried into the canvas dataframe as a `source` column."New value: +"\"efts\" (2001+ full-text), \"submissions\" (pre-2001 entity history), or \"full-index\" (pre-2001 quarterly index). A range crossing 2001-01-01 mixes sources; total sums its archive rows and the filings of one 100-document full-text window. Also a dataframe column."

Previous value: -"Primary ticker symbol parsed from the EFTS display name. Absent for private filers, foreign filers without a US listing, filings whose display name omits the ticker parenthetical, and all pre-2001 archive-sourced rows. A range crossing 2001-01-01 returns both kinds of row together, so this field is populated on source=efts rows only. For multi-class issuers (e.g., BRK-A / BRK-B), this is the first class listed."New value: +"Primary ticker; the first class for multi-class issuers (BRK-A / BRK-B). Absent for private filers, foreign filers without a US listing, and display names that omit it."

Previous value: -"Present only on the pre-2001 entity-scoped free-text path, where no full-text index exists and terms are matched by reading documents. Reports the scan's shape so a partial read is never presented as a complete one. Each document read is the whole accession .txt — SEC's original flat-submission format concatenates every exhibit into one file, and pre-1997 filings expose no per-document URL at all — so a match may sit in an attached exhibit rather than the body of the requested form. Absent on every other path."New value: +"Pre-2001 entity-scoped free-text path only. Each candidate's whole accession .txt is read, so a match may sit in an exhibit rather than the body of the requested form."

Previous value: -"Filings the form + date pre-filter selected before any document was read."New value: +"Filings the form and date pre-filter selected."

Previous value: -"True when candidates exceeded the document cap, so the unscanned remainder may hold further matches — narrow the form or date filter to bring them into range."New value: +"True when candidates exceeded the 50-document cap; unread filings may match, so narrow forms or dates."

Previous value: -"Scanned filings whose text satisfied the query terms."New value: +"Scanned filings whose text satisfied the query."

Previous value: -"Candidate documents actually fetched and matched against. Capped at 50 per call."New value: +"Candidates fetched and matched, at most 50 per call."

Previous value: -"Total matching filings, which can exceed the rows returned inline or materialized. On the full-text (2001+) path this is capped at 10,000; entity targeting (ticker:/cik:) scopes server-side via the EFTS ciks param, so it is the entity's exact match count up to the cap. On a pre-2001 archive path it is the exact count within the scanned window (see total_is_exact). On a range crossing 2001-01-01 it is the sum of both eras' counts."New value: +"Matching filings, one per accession; can exceed the rows returned. A search with terms counts the filings among the full-text documents fetched (100 per request): a lower bound unless total_is_exact. A forms- or entity-only browse from 2001 on gives EDGAR's own count; earlier ranges count rows read."

Added value: +{
+  "description": "EDGAR's count of matching full-text documents, capped at 10,000. A search counts a filing once per matching document; a browse matches one document per filing. Absent on pure pre-2001 archive paths.",
+  "type": "number"
+}

Previous value: -"False when total is a lower bound — the full-text path hit its 10,000 cap, a pre-2001 archive scan hit its page/quarter cap before exhausting the range, or a pre-2001 local text scan hit its document cap (scan.capped)."New value: +"False when total is a lower bound: a search with terms whose 100-document window missed matches (or a relevance page past offset 0), EDGAR's 10,000 cap, or a pre-2001 archive or text scan that hit its cap. True does not mean every match is in the rows: a browse total can exceed the window."

Previous value: -"True when results were capped by limit."New value: +"True when more filings match than are shown: limit capped the list, or total is a lower bound."

Previous value: -[
-  {
-    "not": {
-      "required": [
-        "error"
-      ]
-    },
-    "required": [
-      "period_type",
-      "taxonomy",
-      "periods",
-      "companies",
-      "failed_companies",
-      "concepts",
-      "cells",
-      "gaps",
-      "caveats"
-    ]
-  },
-  {
-    "required": [
-      "error"
-    ]
-  }
-]New value: +[
+  {
+    "not": {
+      "required": [
+        "error"
+      ]
+    },
+    "required": [
+      "period_type",
+      "taxonomy",
+      "periods",
+      "companies",
+      "failed_companies",
+      "concepts",
+      "cells",
+      "gaps",
+      "unknown_concepts",
+      "caveats"
+    ]
+  },
+  {
+    "required": [
+      "error"
+    ]
+  }
+]

Previous value: -"Comparability warnings: a filer missing one or two calendar quarters from the frame-tagged series, a concept whose values stop at least two full years behind the rest of that company's reporting (either an XBRL tag SEC has retired, or a current tag the filer stopped using), period ends that differ inside one aligned period, and concepts whose unit differs across companies. Company-specific warnings are prefixed with the company name. Empty when nothing needs flagging."New value: +"Comparability warnings: a filer missing one or two calendar quarters from the frame-tagged series, a concept whose values stop at least two full years behind the rest of that company's reporting (either an XBRL tag SEC has retired, or a current tag the filer stopped using), period ends that differ inside one aligned period, concepts whose unit differs across companies, and — one line per concept — the companies that report a concept but have no value inside the inline periods, each with its newest period (its values are in the dataframe), and the concept inputs merged because they name the same concept. Company-specific warnings are prefixed with the company name. Empty when nothing needs flagging."

Previous value: -"XBRL tag that produced the value."New value: +"XBRL tag this value was reported under — one concept can walk several tags, so it can differ between periods of the same company."

Previous value: -"Concepts covered, in the order supplied."New value: +"Concepts covered, in the order supplied. Inputs that name the same concept (revenue and Revenue, or one raw tag spelled twice) appear once, under the first spelling."

Previous value: -"Machine-readable failure mode. Declared by this tool: `no_companies_resolved`: None of the supplied company inputs resolved to a CIK. `no_comparable_data`: Companies resolved but not one of them reports any of the requested concepts for the requested period type. `rate_limited`: SEC is rate-limiting this server's IP — SEC answered 429, or the call was refused without being sent while the cool-down after one runs. Other values are possible when a failure originates below the handler."New value: +"Machine-readable failure mode. Declared by this tool: `no_companies_resolved`: None of the supplied company inputs resolved to a CIK. `no_comparable_data`: Companies resolved but not one of them reports any of the requested concepts for the requested period type. `unknown_concept`: Every requested concept is neither a supported friendly name nor shaped like an XBRL tag, so no request is sent. `rate_limited`: SEC is rate-limiting this server's IP — SEC answered 429, or the call was refused without being sent while the cool-down after one runs. Other values are possible when a failure originates below the handler."

Previous value: -[
-  "no_companies_resolved",
-  "no_comparable_data",
-  "rate_limited"
-]New value: +[
+  "no_companies_resolved",
+  "no_comparable_data",
+  "unknown_concept",
+  "rate_limited"
+]

Previous value: -"Company-concept pairs with no data. Deliberately explicit — a missing value is never interpolated or zero-filled."New value: +"Company-concept pairs with no value in any period. Deliberately explicit — a missing value is never interpolated or zero-filled. A pair with values only in periods older than the inline window is not a gap; caveats names it."

Added value: +{
+  "description": "Requested concepts that are neither a supported friendly name nor an XBRL tag (UpperCamelCase, e.g. NetIncomeLoss), reported once each rather than as a gap per company — secedgar_search_concepts lists every supported name. Empty when every concept resolved.",
+  "items": {
+    "additionalProperties": false,
+    "description": "One requested concept that was not queried for any company.",
+    "properties": {
+      "concept": {
+        "description": "Concept as supplied (trimmed) — neither a supported friendly name nor an XBRL tag.",
+        "type": "string"
+      },
+      "derivation": {
+        "description": "How to build it from supported concepts when it is a standard combination, e.g. \"operating_cash_flow − capex\".",
+        "type": "string"
+      },
+      "suggestions": {
+        "description": "Up to three closest supported friendly names. Empty when a derivation applies or no name is close.",
+        "items": {
+          "type": "string"
+        },
+        "type": "array"
+      }
+    },
+    "required": [
+      "concept",
+      "suggestions"
+    ],
+    "type": "object"
+  },
+  "type": "array"
+}

Added value: +{
+  "default": "us-gaap",
+  "description": "Frames namespace a raw XBRL tag is read from: us-gaap for financial-statement tags, dei for cover-page entity tags such as EntityCommonStockSharesOutstanding. SEC publishes frames for no other taxonomy. A friendly name keeps its own mapped taxonomy (shares_outstanding reads dei) unless dei is passed, which reads its tags from dei instead — the same rule as secedgar_get_financials.",
+  "enum": [
+    "us-gaap",
+    "dei"
+  ],
+  "type": "string"
+}

Previous value: -[
-  {
-    "not": {
-      "required": [
-        "error"
-      ]
-    },
-    "required": [
-      "concept",
-      "period",
-      "unit",
-      "label",
-      "total_companies",
-      "offset",
-      "data",
-      "unqueried_tags",
-      "related_tags",
-      "value_distribution",
-      "period_end_range",
-      "caveats"
-    ]
-  },
-  {
-    "required": [
-      "error"
-    ]
-  }
-]New value: +[
+  {
+    "not": {
+      "required": [
+        "error"
+      ]
+    },
+    "required": [
+      "concept",
+      "taxonomy",
+      "period",
+      "unit",
+      "label",
+      "total_companies",
+      "offset",
+      "data",
+      "unqueried_tags",
+      "related_tags",
+      "value_distribution",
+      "period_end_range",
+      "caveats"
+    ]
+  },
+  {
+    "required": [
+      "error"
+    ]
+  }
+]

Previous value: -"Data-completeness warnings specific to this query. Currently populated for duration periods 'CY####Q[1-4]', where SEC XBRL omits filers' fiscal Q4 (reported only as the 10-K residual) — affected filers are silently absent from the frame. Empty for annual ('CY####') and instant ('CY####Q#I') periods, where the underlying facts exist and the frame is complete."New value: +"Data-completeness warnings specific to this query. Populated for duration periods 'CY####Q[1-4]', where SEC XBRL omits filers' fiscal Q4 (reported only as the 10-K residual) — affected filers are silently absent from the frame. Populated for annual ('CY####') NetIncomeLoss frames, where a filer's row can be its proxy statement's pay-versus-performance figure rather than the 10-K's. Populated for an annual frame whose calendar year is still open or inside its 10-K filing window, where a filer's row can be a trailing-twelve-month figure from a 10-Q rather than a fiscal year. Also flags a value distribution whose top rows look like split or scale-factor artifacts. Otherwise empty."

Previous value: -"Machine-readable failure mode. Declared by this tool: `unknown_concept`: The concept input does not match a friendly name and SEC frames returned no data. `no_data`: Concept resolves but no companies report this metric for the requested period and unit. `rate_limited`: SEC is rate-limiting this server's IP — SEC answered 429, or the call was refused without being sent while the cool-down after one runs. Other values are possible when a failure originates below the handler."New value: +"Machine-readable failure mode. Declared by this tool: `unknown_concept`: The concept input is neither a supported friendly name nor shaped like an XBRL tag, so no request is sent. `no_data`: Concept resolves but no companies report this metric for the requested period and unit. `rate_limited`: SEC is rate-limiting this server's IP — SEC answered 429, or the call was refused without being sent while the cool-down after one runs. Other values are possible when a failure originates below the handler."

Added value: +{
+  "description": "Frames namespace the tag was read from (us-gaap or dei) — a friendly name mapped to dei reads dei under the us-gaap default.",
+  "type": "string"
+}

Previous value: -"XBRL tag name used."New value: +"XBRL tag behind the newest value. A friendly name can walk several tags, so each row names its own."

Previous value: -"Deduplicated time series, newest first."New value: +"Deduplicated time series, newest first — one value per calendar period. Where SEC's period frame sits on a proxy statement's figure (the pay-versus-performance table re-tags net income), the value comes from the filer's own report of the same period; an annual period SEC framed on a 10-Q's trailing-twelve-month figure is left out, since the filer has not closed that year."

Previous value: -"One reported value with its period, fiscal context, and source filing."New value: +"One reported value with its period, fiscal context, source filing, and source tag."

Added value: +{
+  "description": "XBRL tag this value was reported under — differs from concept when an older or successor tag in the friendly name answers this period.",
+  "type": "string"
+}

Previous value: -[
-  "period",
-  "value",
-  "end",
-  "fiscal_year",
-  "fiscal_period",
-  "form",
-  "filed",
-  "accession_number"
-]New value: +[
+  "period",
+  "value",
+  "end",
+  "fiscal_year",
+  "fiscal_period",
+  "form",
+  "filed",
+  "accession_number",
+  "tag"
+]

Previous value: -"XBRL taxonomy description for this concept. Often absent for company-extension tags or older concepts."New value: +"XBRL taxonomy description of the concept tag. Often absent for company-extension tags or older concepts."

Previous value: -"Machine-readable failure mode. Declared by this tool: `company_not_found`: The company input does not resolve to a CIK. `ambiguous_company`: The company input resolves to multiple entities and the target is ambiguous. `no_concept_data`: The company does not report any XBRL data for the resolved concept and taxonomy. `no_frame_data`: Concept exists but has no frame-aligned (standard calendar period) entries. `no_period_data`: Concept has data but the period_type filter excluded all of it. `rate_limited`: SEC is rate-limiting this server's IP — SEC answered 429, or the call was refused without being sent while the cool-down after one runs. Other values are possible when a failure originates below the handler."New value: +"Machine-readable failure mode. Declared by this tool: `company_not_found`: The company input does not resolve to a CIK. `ambiguous_company`: The company input resolves to multiple entities and the target is ambiguous. `unknown_concept`: The concept input is neither a supported friendly name nor shaped like an XBRL tag, so no request is sent. `no_concept_data`: The company does not report any XBRL data for the resolved concept and taxonomy. `no_frame_data`: Concept exists but has no frame-aligned (standard calendar period) entries. `no_period_data`: Concept has data but the period_type filter excluded all of it. `rate_limited`: SEC is rate-limiting this server's IP — SEC answered 429, or the call was refused without being sent while the cool-down after one runs. Other values are possible when a failure originates below the handler."

Previous value: -[
-  "company_not_found",
-  "ambiguous_company",
-  "no_concept_data",
-  "no_frame_data",
-  "no_period_data",
-  "rate_limited"
-]New value: +[
+  "company_not_found",
+  "ambiguous_company",
+  "unknown_concept",
+  "no_concept_data",
+  "no_frame_data",
+  "no_period_data",
+  "rate_limited"
+]

Previous value: -"Human-readable label for the concept."New value: +"Human-readable taxonomy label of the concept tag."

Previous value: -"Unit of measure (e.g., \"USD\", \"shares\", \"USD/shares\")."New value: +"Unit of measure of the newest value (e.g., \"USD\", \"shares\", \"USD/shares\")."

Added value: +{
+  "description": "XBRL tag this value was reported under — differs from the line's tag when an older or successor tag in the concept answers this period.",
+  "type": "string"
+}

Previous value: -[
-  "period",
-  "value",
-  "period_end",
-  "form",
-  "accession_number"
-]New value: +[
+  "period",
+  "value",
+  "period_end",
+  "form",
+  "accession_number",
+  "tag"
+]

Added value: +{
+  "description": "XBRL tag this value was reported under — differs from the line's tag when an older or successor tag in the concept answers this period.",
+  "type": "string"
+}

Previous value: -[
-  "period",
-  "value",
-  "period_end",
-  "form",
-  "accession_number"
-]New value: +[
+  "period",
+  "value",
+  "period_end",
+  "form",
+  "accession_number",
+  "tag"
+]

Added value: +{
+  "description": "XBRL tag this value was reported under — differs from the line's tag when an older or successor tag in the concept answers this period.",
+  "type": "string"
+}

Previous value: -[
-  "period",
-  "value",
-  "period_end",
-  "form",
-  "accession_number"
-]New value: +[
+  "period",
+  "value",
+  "period_end",
+  "form",
+  "accession_number",
+  "tag"
+]

Previous value: -"XBRL tag that produced the value."New value: +"XBRL tag behind the newest value — each point names its own when the concept walks several."

Previous value: -"Unit of measure (e.g. \"USD\", \"USD/shares\", \"shares\")."New value: +"Unit of measure of the newest value (e.g. \"USD\", \"USD/shares\", \"shares\")."

Previous value: -"Filter to a single financial statement group. income_statement covers P&L items; balance_sheet covers position items (use instant periods in secedgar_fetch_frames); cash_flow covers CF statement items; per_share covers EPS; entity_info covers DEI items like shares outstanding."New value: +"Filter to a single financial statement group. income_statement covers P&L items; balance_sheet covers position items (use instant periods in secedgar_fetch_frames); cash_flow covers CF statement items; per_share covers EPS and the diluted share count it divides by; entity_info covers DEI items like shares outstanding."

Previous value: -"Friendly name to pass as the concept argument to secedgar_get_financials or secedgar_fetch_frames."New value: +"Friendly name to pass as `concept` to secedgar_get_financials or secedgar_fetch_frames, or in `concepts` to secedgar_compare_companies."

Previous value: -"Only include filings filed on or after this date (YYYY-MM-DD). A date filter routes the scan into the older submissions archive pages, so it reaches filings that predate the ~1000-filing recent window (e.g. a company's 2005 10-K)."New value: +"Only include filings filed on or after this date (YYYY-MM-DD). A date filter routes the scan into the older submissions archive pages, so it reaches filings that predate the recent window — the last year or 1,000 filings, whichever holds more (e.g. a company's 2005 10-K)."

Previous value: -"Oldest filing date reached by the scan (YYYY-MM-DD). Filings older than this were not examined: the recent window caps at ~1000 filings, and older filings live in archive pages fetched only when a date filter or an under-filled form filter requires them. Absent when no filings were scanned."New value: +"Oldest filing date reached by the scan (YYYY-MM-DD). Filings older than this were not examined: the recent window holds the last year or 1,000 filings, whichever is more, and older filings live in archive pages fetched only when a date filter or an under-filled form filter requires them. Absent when no filings were scanned."

Previous value: -"Legacy SC 13D / SC 13G filings in the issuer's recent submissions window — pre-2024-12-18 stakes this tool cannot parse. Reach them with secedgar_search_filings and read them with secedgar_get_filing. A floor, not a lifetime count: the submissions window holds roughly the last thousand filings of every type."New value: +"Legacy SC 13D / SC 13G filings in the issuer's recent submissions window — pre-2024-12-18 stakes this tool cannot parse. Reach them with secedgar_search_filings and read them with secedgar_get_filing. A floor, not a lifetime count: the submissions window holds the last year or 1,000 filings of every type, whichever is more."

Previous value: -"Form type (e.g., \"10-K\", \"10-Q\"). Absent for filings older than the last ~1,000 the company has filed (SEC does not surface metadata for those without a separate fetch)."New value: +"Form type (e.g., \"10-K\", \"10-Q\"). From the company's submissions feed for a recent filing, else from the filing's own SEC header. Absent only when neither source carries it."

Previous value: -"Period the filing reports on (YYYY-MM-DD). Absent under the same conditions as form."New value: +"Period the filing reports on (YYYY-MM-DD), from the same source as form. Absent for forms with no period of report (S-8, Form 4, proxy statements) and when neither source carries it."

Added value: +{
+  "anyOf": [
+    {
+      "const": "",
+      "type": "string"
+    },
+    {
+      "description": "YYYY-MM-DD",
+      "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
+      "type": "string"
+    }
+  ],
+  "description": "Only read Form 4 filings filed on or after this date (YYYY-MM-DD). A date window reaches filings older than the recent submissions window by paging into the archive, and with a canvas every Form 4 filed inside it is parsed, up to 100. Structured Form 4 XML begins in mid-2003, so an earlier window finds nothing."
+}

Added value: +{
+  "anyOf": [
+    {
+      "const": "",
+      "type": "string"
+    },
+    {
+      "description": "YYYY-MM-DD",
+      "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
+      "type": "string"
+    }
+  ],
+  "description": "Only read Form 4 filings filed on or before this date (YYYY-MM-DD). Use alone or with filed_after. Without either bound the tool reads the newest Form 4 filings."
+}

Previous value: -"True when more recent Form 4 filings exist beyond the scanned window — the dataframe is a recent sample, not the issuer's full Form 4 history. Use secedgar_search_filings with forms=[\"4\"] for exhaustive coverage."New value: +"True when Form 4 filings exist beyond those parsed — past the newest-filings sample, or, with a date window, inside the window beyond the 100-filing cap or past the 10 archive pages read. Narrow the window to reach the rest."

Previous value: -"Machine-readable failure mode. Declared by this tool: `company_not_found`: The company input does not resolve to a known company. `no_filings_found`: No Form 4 filings exist for this company in the recent submissions window. `rate_limited`: SEC is rate-limiting this server's IP — SEC answered 429, or the call was refused without being sent while the cool-down after one runs. Other values are possible when a failure originates below the handler."New value: +"Machine-readable failure mode. Declared by this tool: `company_not_found`: The company input does not resolve to a known company. `no_filings_found`: A call without a date window finds no Form 4 filings in the recent submissions window. `rate_limited`: SEC is rate-limiting this server's IP — SEC answered 429, or the call was refused without being sent while the cool-down after one runs. Other values are possible when a failure originates below the handler."

Added value: +{
+  "description": "Filing date of the oldest Form 4 parsed (YYYY-MM-DD). Present only when a date window was given; absent when the window held no Form 4 filing.",
+  "type": "string"
+}

Previous value: -"Reporting quarter to target, in \"YYYY-QN\" format (e.g., \"2025-Q4\"). When omitted, returns the most recent 13F-HR available. Quarters map to the filing window: Q4 2025 = filings submitted roughly Jan–Mar 2026."New value: +"Reporting quarter to target, in \"YYYY-QN\" format (e.g., \"2025-Q4\"), matched exactly against each 13F-HR's period of report. When omitted, returns the most recent 13F-HR in the submissions feed's recent window (the last year or 1,000 filings, whichever holds more). Quarters map to the filing window: Q4 2025 = filings submitted roughly Jan–Mar 2026. A quarter older than the recent window is looked up in the archive, reading forward from the quarter end up to 10 archive pages. A quarter the manager covered with a 13F-NT notice (holdings reported by other managers) fails naming that notice."

Previous value: -"Machine-readable failure mode. Declared by this tool: `company_not_found`: The company input does not resolve to a known company or institution. `ambiguous_entity`: The name resolves to multiple EDGAR entities (e.g. several filers sharing a legal name). `no_filings_found`: No 13F-HR filings found for this entity in the recent submissions window. `no_info_table`: The 13F-HR filing was found but the information table XML document could not be located. `rate_limited`: SEC is rate-limiting this server's IP — SEC answered 429, or the call was refused without being sent while the cool-down after one runs. Other values are possible when a failure originates below the handler."New value: +"Machine-readable failure mode. Declared by this tool: `company_not_found`: The company input does not resolve to a known company or institution. `ambiguous_entity`: The name resolves to multiple EDGAR entities (e.g. several filers sharing a legal name). `no_filings_found`: No 13F-HR matches — the entity files none, none exists for the requested quarter in the recent submissions window or the archive pages searched, or the manager filed a 13F-NT notice instead (for the requested quarter, or as its only recent 13F filing when no quarter is given). `no_info_table`: The 13F-HR filing was found but the information table XML document could not be located. `rate_limited`: SEC is rate-limiting this server's IP — SEC answered 429, or the call was refused without being sent while the cool-down after one runs. Other values are possible when a failure originates below the handler."

Previous value: -"Only include filings filed on or after this date (YYYY-MM-DD). A date filter routes the scan into the older submissions archive pages, so it reaches 8-K filings that predate the ~1000-filing recent window."New value: +"Only include filings filed on or after this date (YYYY-MM-DD). A date filter routes the scan into the older submissions archive pages, so it reaches 8-K filings that predate the recent window (the last year or 1,000 filings of every form, whichever holds more)."

Previous value: -"Filings returned inline, newest first. The full filtered set is materialized as a dataframe when it exceeds this and a canvas is available. Default 20."New value: +"Filings returned inline, newest first. Every scanned filing that passes the filter is materialized as a dataframe when there are more than this and a canvas is available. Default 20."

Previous value: -"Canvas dataframe holding the full filtered 8-K set. Item codes ride as a comma-separated `item_codes` column, so item-frequency-over-time queries split it (`unnest(string_split(item_codes, ','))`). Absent when the result fits inline, canvas is unavailable, or materialization failed."New value: +"Canvas dataframe holding every scanned 8-K that passes the filter. Item codes ride as a comma-separated `item_codes` column, so item-frequency-over-time queries split it (`unnest(string_split(item_codes, ','))`). Absent when the result fits inline, canvas is unavailable, or materialization failed."

Previous value: -"True when the archive scan hit its page cap before exhausting the history — older matching filings exist beyond the dataframe."New value: +"True when archive pages in range went unread — the 10-page cap ended the scan, or an undated call stopped once limit was filled, which is before any archive page when the recent window alone fills it — so older matching filings may exist beyond the dataframe. Pass filed_after / filed_before to reach them."

Previous value: -"Oldest filing date reached by the scan (YYYY-MM-DD). Older filings were not examined: the recent window caps at ~1000 filings, and archive pages are fetched only when a date filter or an under-filled result requires them. Absent when no filings were scanned."New value: +"Oldest filing date reached by the scan (YYYY-MM-DD). Older filings were not examined: the recent window holds the last year or 1,000 filings of every form, whichever is more, and archive pages are read only for a date filter (every page overlapping it, up to 10) or to fill limit (stopping on the page that fills it). Absent when no filings were scanned."

Removed value: -{
-  "description": "Filter filings to specific form types (e.g., [\"10-K\", \"10-Q\", \"8-K\"]). Without this, returns all form types.",
-  "items": {
-    "type": "string"
-  },
-  "type": "array"
-}

Added value: +{
+  "description": "Filter filings to specific form types (e.g., [\"10-K\", \"10-Q\", \"8-K\"]), matched exactly (case-insensitive) — list an amendment such as \"10-K/A\" to include it. Without this, returns all form types.",
+  "items": {
+    "type": "string"
+  },
+  "type": "array"
+}

Previous value: -"Machine-readable failure mode. Declared by this tool: `no_match`: No company matches the query `multiple_matches`: Query is ambiguous and matches several companies Other values are possible when a failure originates below the handler."New value: +"Machine-readable failure mode. Declared by this tool: `no_match`: No company matches the query. `multiple_matches`: Query is ambiguous and matches several companies. `rate_limited`: SEC is rate-limiting this server's IP — SEC answered 429, or the call was refused without being sent while the cool-down after one runs. Other values are possible when a failure originates below the handler."

Previous value: -[
-  "no_match",
-  "multiple_matches"
-]New value: +[
+  "no_match",
+  "multiple_matches",
+  "rate_limited"
+]

Previous value: -"Recent filings, filtered by form_types if specified."New value: +"Recent filings, filtered by forms if specified."

Previous value: -"Guidance when include_filings=true but no filings matched the form_types filter, or when filing_limit withheld some."New value: +"Guidance when include_filings=true but no filings matched the forms filter, or when filing_limit withheld some."

Previous value: -"Machine-readable failure mode. Declared by this tool: `no_companies_resolved`: None of the supplied company inputs resolved to a CIK `no_comparable_data`: Companies resolved but not one of them reports any of the requested concepts for the requested period type Other values are possible when a failure originates below the handler."New value: +"Machine-readable failure mode. Declared by this tool: `no_companies_resolved`: None of the supplied company inputs resolved to a CIK. `no_comparable_data`: Companies resolved but not one of them reports any of the requested concepts for the requested period type. `rate_limited`: SEC is rate-limiting this server's IP — SEC answered 429, or the call was refused without being sent while the cool-down after one runs. Other values are possible when a failure originates below the handler."

Previous value: -[
-  "no_companies_resolved",
-  "no_comparable_data"
-]New value: +[
+  "no_companies_resolved",
+  "no_comparable_data",
+  "rate_limited"
+]

Previous value: -"Machine-readable failure mode. Declared by this tool: `canvas_unavailable`: The DataCanvas service is not configured for this deployment Other values are possible when a failure originates below the handler."New value: +"Machine-readable failure mode. Declared by this tool: `canvas_unavailable`: The DataCanvas service is not configured for this deployment. Other values are possible when a failure originates below the handler."

Previous value: -"Machine-readable failure mode. Declared by this tool: `canvas_unavailable`: The DataCanvas service is not configured for this deployment `system_catalog_access`: The SQL query references a denied DuckDB system catalog (information_schema, pg_catalog, sqlite_master, duckdb_*) `missing_table`: The SQL query references a df_<id> table that does not exist or has expired `invalid_sql`: The SQL statement contains a syntax or execution error not covered by a more specific reason `register_as_clash`: The register_as target name already exists on the canvas `non_select_statement`: The SQL is a non-SELECT statement (DROP, INSERT, UPDATE, DDL, etc.) — only read-only SELECTs run against dataframes Other values are possible when a failure originates below the handler."New value: +"Machine-readable failure mode. Declared by this tool: `canvas_unavailable`: The DataCanvas service is not configured for this deployment. `system_catalog_access`: The SQL query references a denied DuckDB system catalog (information_schema, pg_catalog, sqlite_master, duckdb_*). `missing_table`: The SQL query references a df_<id> table that does not exist or has expired. `invalid_sql`: The SELECT fails to prepare — an unknown column or an invalid expression — or hits an engine error no more specific reason covers. `sql_execution_error`: The SELECT prepared but failed on the data it read — a cast or conversion that does not fit, an out-of-range value, or invalid input to a function. `register_as_clash`: The register_as target name already exists on the canvas. `non_select_statement`: The SQL is not a SELECT (DROP, INSERT, UPDATE, DDL, PRAGMA, EXPLAIN, etc.) or does not parse — only read-only SELECTs run against dataframes. `multi_statement`: The SQL holds more than one statement. `denied_function`: The SQL calls a file-reading or external-data table function such as read_csv, read_parquet, or glob. `plan_operator_not_allowed`: The query plan uses an operator outside the read-only allowlist, such as the range() or generate_series() table functions. Other values are possible when a failure originates below the handler."

Previous value: -[
-  "canvas_unavailable",
-  "system_catalog_access",
-  "missing_table",
-  "invalid_sql",
-  "register_as_clash",
-  "non_select_statement"
-]New value: +[
+  "canvas_unavailable",
+  "system_catalog_access",
+  "missing_table",
+  "invalid_sql",
+  "sql_execution_error",
+  "register_as_clash",
+  "non_select_statement",
+  "multi_statement",
+  "denied_function",
+  "plan_operator_not_allowed"
+]

Previous value: -"Machine-readable failure mode. Declared by this tool: `unknown_concept`: The concept input does not match a friendly name and SEC frames returned no data `no_data`: Concept resolves but no companies report this metric for the requested period and unit Other values are possible when a failure originates below the handler."New value: +"Machine-readable failure mode. Declared by this tool: `unknown_concept`: The concept input does not match a friendly name and SEC frames returned no data. `no_data`: Concept resolves but no companies report this metric for the requested period and unit. `rate_limited`: SEC is rate-limiting this server's IP — SEC answered 429, or the call was refused without being sent while the cool-down after one runs. Other values are possible when a failure originates below the handler."

Previous value: -[
-  "unknown_concept",
-  "no_data"
-]New value: +[
+  "unknown_concept",
+  "no_data",
+  "rate_limited"
+]

Previous value: -"Machine-readable failure mode. Declared by this tool: `issuer_not_found`: No cusip was given and the issuer does not resolve to a known EDGAR company `ambiguous_issuer`: The issuer name matches several EDGAR companies and no cusip was given Other values are possible when a failure originates below the handler."New value: +"Machine-readable failure mode. Declared by this tool: `issuer_not_found`: No cusip was given and the issuer does not resolve to a known EDGAR company. `ambiguous_issuer`: The issuer name matches several EDGAR companies and no cusip was given. `rate_limited`: SEC is rate-limiting this server's IP — SEC answered 429, or the call was refused without being sent while the cool-down after one runs. Other values are possible when a failure originates below the handler."

Previous value: -[
-  "issuer_not_found",
-  "ambiguous_issuer"
-]New value: +[
+  "issuer_not_found",
+  "ambiguous_issuer",
+  "rate_limited"
+]

Previous value: -"Filer CIK, zero-padded to 10 digits. Pass as ticker_or_cik to secedgar_get_institutional_holdings for this manager's positions."New value: +"Filer CIK, zero-padded to 10 digits. Pass as company to secedgar_get_institutional_holdings for this manager's positions."

Previous value: -"Machine-readable failure mode. Declared by this tool: `issuer_not_found`: The issuer input does not resolve to a known EDGAR company `ambiguous_issuer`: The issuer name matches several EDGAR companies `no_filings_found`: The issuer has no structured SCHEDULE 13D/13G filings matching the requested form kind Other values are possible when a failure originates below the handler."New value: +"Machine-readable failure mode. Declared by this tool: `issuer_not_found`: The issuer input does not resolve to a known EDGAR company. `ambiguous_issuer`: The issuer name matches several EDGAR companies. `no_filings_found`: The issuer has no structured SCHEDULE 13D/13G filings matching the requested form kind. `rate_limited`: SEC is rate-limiting this server's IP — SEC answered 429, or the call was refused without being sent while the cool-down after one runs. Other values are possible when a failure originates below the handler."

Previous value: -[
-  "issuer_not_found",
-  "ambiguous_issuer",
-  "no_filings_found"
-]New value: +[
+  "issuer_not_found",
+  "ambiguous_issuer",
+  "no_filings_found",
+  "rate_limited"
+]

Previous value: -"Machine-readable failure mode. Declared by this tool: `document_not_found`: A specific document was requested but not present in the filing archive `no_documents`: Filing index lists items but no fetchable primary document was found `binary_document`: The requested document is a binary entry (scanned image, PDF, archive) with no text to return `filing_not_found`: No filing matches the accession number under any candidate CIK `offset_out_of_range`: The provided offset is at or beyond the end of the document `section_not_found`: The section string did not match any detected heading in the document Other values are possible when a failure originates below the handler."New value: +"Machine-readable failure mode. Declared by this tool: `document_not_found`: A specific document was requested but not present in the filing archive. `no_documents`: Filing index lists items but no fetchable primary document was found. `binary_document`: The requested document is a binary entry (scanned image, PDF, archive) with no text to return. `filing_not_found`: No filing matches the accession number under any candidate CIK. `offset_out_of_range`: The provided offset is at or beyond the end of the document. `section_not_found`: The section string did not match any detected heading in the document. `rate_limited`: SEC is rate-limiting this server's IP — SEC answered 429, or the call was refused without being sent while the cool-down after one runs. Other values are possible when a failure originates below the handler."

Previous value: -[
-  "document_not_found",
-  "no_documents",
-  "binary_document",
-  "filing_not_found",
-  "offset_out_of_range",
-  "section_not_found"
-]New value: +[
+  "document_not_found",
+  "no_documents",
+  "binary_document",
+  "filing_not_found",
+  "offset_out_of_range",
+  "section_not_found",
+  "rate_limited"
+]

Previous value: -"Machine-readable failure mode. Declared by this tool: `company_not_found`: The company input does not resolve to a CIK `ambiguous_company`: The company input resolves to multiple entities and the target is ambiguous `no_concept_data`: The company does not report any XBRL data for the resolved concept and taxonomy `no_frame_data`: Concept exists but has no frame-aligned (standard calendar period) entries `no_period_data`: Concept has data but the period_type filter excluded all of it Other values are possible when a failure originates below the handler."New value: +"Machine-readable failure mode. Declared by this tool: `company_not_found`: The company input does not resolve to a CIK. `ambiguous_company`: The company input resolves to multiple entities and the target is ambiguous. `no_concept_data`: The company does not report any XBRL data for the resolved concept and taxonomy. `no_frame_data`: Concept exists but has no frame-aligned (standard calendar period) entries. `no_period_data`: Concept has data but the period_type filter excluded all of it. `rate_limited`: SEC is rate-limiting this server's IP — SEC answered 429, or the call was refused without being sent while the cool-down after one runs. Other values are possible when a failure originates below the handler."

Previous value: -[
-  "company_not_found",
-  "ambiguous_company",
-  "no_concept_data",
-  "no_frame_data",
-  "no_period_data"
-]New value: +[
+  "company_not_found",
+  "ambiguous_company",
+  "no_concept_data",
+  "no_frame_data",
+  "no_period_data",
+  "rate_limited"
+]

Previous value: -"Machine-readable failure mode. Declared by this tool: `fund_not_found`: The fund input resolves to neither an EDGAR company nor a known fund series `ambiguous_fund`: The fund name matches several EDGAR companies `series_required`: The input resolves to a registrant trust that files reports for more than one fund series `no_filings_found`: No NPORT-P report exists for this fund, or none for the requested report_date Other values are possible when a failure originates below the handler."New value: +"Machine-readable failure mode. Declared by this tool: `fund_not_found`: The fund input resolves to neither an EDGAR company nor a known fund series. `ambiguous_fund`: The fund name matches several EDGAR companies. `series_required`: The input resolves to a registrant trust that files reports for more than one fund series. `no_filings_found`: No NPORT-P report exists for this fund, or none covers the report_date requested. `rate_limited`: SEC is rate-limiting this server's IP — SEC answered 429, or the call was refused without being sent while the cool-down after one runs. Other values are possible when a failure originates below the handler."

Previous value: -[
-  "fund_not_found",
-  "ambiguous_fund",
-  "series_required",
-  "no_filings_found"
-]New value: +[
+  "fund_not_found",
+  "ambiguous_fund",
+  "series_required",
+  "no_filings_found",
+  "rate_limited"
+]

Added value: +{
+  "description": "The issuer whose Form 4 filings to read — the company, not the reporting person. A ticker symbol (e.g., \"AAPL\"), a CIK with or without zero-padding (e.g., \"320193\" or \"0000320193\"), or a company name (current or former). A name matching several companies resolves to the top-ranked one — exact name first, then prefix, then substring — so pass a ticker or CIK when the issuer must be exact.",
+  "minLength": 1,
+  "type": "string"
+}

Removed value: -{
-  "description": "Company ticker symbol (e.g., \"AAPL\") or 10-digit CIK number (e.g., \"0000320193\"). The issuer, not the reporting person.",
-  "minLength": 1,
-  "type": "string"
-}

Previous value: -[
-  "ticker_or_cik"
-]New value: +[
+  "company"
+]

Previous value: -"Machine-readable failure mode. Declared by this tool: `company_not_found`: The ticker or CIK does not resolve to a known company `no_filings_found`: No Form 4 filings exist for this company in the recent submissions window Other values are possible when a failure originates below the handler."New value: +"Machine-readable failure mode. Declared by this tool: `company_not_found`: The company input does not resolve to a known company. `no_filings_found`: No Form 4 filings exist for this company in the recent submissions window. `rate_limited`: SEC is rate-limiting this server's IP — SEC answered 429, or the call was refused without being sent while the cool-down after one runs. Other values are possible when a failure originates below the handler."

Previous value: -[
-  "company_not_found",
-  "no_filings_found"
-]New value: +[
+  "company_not_found",
+  "no_filings_found",
+  "rate_limited"
+]

Added value: +{
+  "description": "The institutional filer whose 13F to fetch — a 10-digit CIK (e.g. \"0000102909\" for VANGUARD GROUP INC, the most reliable form), a ticker, or an entity name. A name is matched against the registrants in EDGAR's ticker file first (current and former names) and, when none match, resolved through EDGAR entity search, which covers institutional managers absent from that file; a name matching several filers (some legal names are shared across entities) returns those candidates so you can retry with the exact CIK. This is NOT the portfolio company — passing an issuer ticker like \"AAPL\" finds that operating company's own filings (it files no 13F), not who holds it; use secedgar_find_holders for that direction.",
+  "minLength": 1,
+  "type": "string"
+}

Removed value: -{
-  "description": "The institutional filer whose 13F to fetch — a 10-digit CIK (e.g. \"0000102909\" for VANGUARD GROUP INC, the most reliable form) or an entity name. Names resolve through EDGAR entity search, which covers institutional managers absent from the ticker file; a name matching several filers (some legal names are shared across entities) returns those candidates so you can retry with the exact CIK. This is NOT the portfolio company — passing an issuer ticker like \"AAPL\" finds that operating company's own filings (it files no 13F), not who holds it; use secedgar_find_holders for that direction.",
-  "minLength": 1,
-  "type": "string"
-}

Previous value: -[
-  "ticker_or_cik"
-]New value: +[
+  "company"
+]

Previous value: -"Machine-readable failure mode. Declared by this tool: `company_not_found`: The ticker or CIK does not resolve to a known company or institution `ambiguous_entity`: The name resolves to multiple EDGAR entities (e.g. several filers sharing a legal name) `no_filings_found`: No 13F-HR filings found for this entity in the recent submissions window `no_info_table`: The 13F-HR filing was found but the information table XML document could not be located Other values are possible when a failure originates below the handler."New value: +"Machine-readable failure mode. Declared by this tool: `company_not_found`: The company input does not resolve to a known company or institution. `ambiguous_entity`: The name resolves to multiple EDGAR entities (e.g. several filers sharing a legal name). `no_filings_found`: No 13F-HR filings found for this entity in the recent submissions window. `no_info_table`: The 13F-HR filing was found but the information table XML document could not be located. `rate_limited`: SEC is rate-limiting this server's IP — SEC answered 429, or the call was refused without being sent while the cool-down after one runs. Other values are possible when a failure originates below the handler."

Previous value: -[
-  "company_not_found",
-  "ambiguous_entity",
-  "no_filings_found",
-  "no_info_table"
-]New value: +[
+  "company_not_found",
+  "ambiguous_entity",
+  "no_filings_found",
+  "no_info_table",
+  "rate_limited"
+]

Previous value: -"Machine-readable failure mode. Declared by this tool: `no_match`: No company matches the query `multiple_matches`: The query is ambiguous and matches several companies Other values are possible when a failure originates below the handler."New value: +"Machine-readable failure mode. Declared by this tool: `no_match`: No company matches the query. `multiple_matches`: The query is ambiguous and matches several companies. `rate_limited`: SEC is rate-limiting this server's IP — SEC answered 429, or the call was refused without being sent while the cool-down after one runs. Other values are possible when a failure originates below the handler."

Previous value: -[
-  "no_match",
-  "multiple_matches"
-]New value: +[
+  "no_match",
+  "multiple_matches",
+  "rate_limited"
+]

Previous value: -"Machine-readable failure mode. Declared by this tool: `company_not_found`: The company input does not resolve to a CIK `ambiguous_company`: The company input resolves to multiple entities and the target is ambiguous `no_company_facts`: The filer has no XBRL facts at all — pre-XBRL, foreign private issuer, or a non-operating registrant Other values are possible when a failure originates below the handler."New value: +"Machine-readable failure mode. Declared by this tool: `company_not_found`: The company input does not resolve to a CIK. `ambiguous_company`: The company input resolves to multiple entities and the target is ambiguous. `no_company_facts`: The filer has no XBRL facts at all — pre-XBRL, foreign private issuer, or a non-operating registrant. `rate_limited`: SEC is rate-limiting this server's IP — SEC answered 429, or the call was refused without being sent while the cool-down after one runs. Other values are possible when a failure originates below the handler."

Previous value: -[
-  "company_not_found",
-  "ambiguous_company",
-  "no_company_facts"
-]New value: +[
+  "company_not_found",
+  "ambiguous_company",
+  "no_company_facts",
+  "rate_limited"
+]

Removed value: -{
-  "anyOf": [
-    {
-      "const": "",
-      "type": "string"
-    },
-    {
-      "description": "YYYY-MM-DD",
-      "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
-      "type": "string"
-    }
-  ],
-  "description": "End of date range (YYYY-MM-DD). Both start_date and end_date must be provided for date filtering."
-}

Added value: +{
+  "anyOf": [
+    {
+      "const": "",
+      "type": "string"
+    },
+    {
+      "description": "YYYY-MM-DD",
+      "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
+      "type": "string"
+    }
+  ],
+  "description": "Only include filings filed on or after this date (YYYY-MM-DD). This tool filters by date only with both bounds — pair it with filed_before."
+}

Added value: +{
+  "anyOf": [
+    {
+      "const": "",
+      "type": "string"
+    },
+    {
+      "description": "YYYY-MM-DD",
+      "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
+      "type": "string"
+    }
+  ],
+  "description": "Only include filings filed on or before this date (YYYY-MM-DD). This tool filters by date only with both bounds — pair it with filed_after."
+}

Removed value: -{
-  "anyOf": [
-    {
-      "const": "",
-      "type": "string"
-    },
-    {
-      "description": "YYYY-MM-DD",
-      "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
-      "type": "string"
-    }
-  ],
-  "description": "Start of date range (YYYY-MM-DD). Both start_date and end_date must be provided for date filtering."
-}

Previous value: -"Machine-readable failure mode. Declared by this tool: `invalid_date_range`: Only one of start_date or end_date was provided `unresolved_ticker`: A ticker: targeting token in the query does not resolve to a known company `invalid_cik`: A cik: targeting token in the query is not a 1-10 digit number `entity_not_found`: A cik: targeting token on a pre-2001 date range names a CIK with no EDGAR submissions history `missing_criteria`: Neither a full-text query nor a forms filter was provided (a date range cannot stand alone) `pre2001_full_text_unscoped`: A date range reaching before 2001-01-01 carries free-text terms with no entity scope — no pre-2001 full-text index exists, and nothing bounds a local scan Other values are possible when a failure originates below the handler."New value: +"Machine-readable failure mode. Declared by this tool: `invalid_date_range`: Only one of filed_after or filed_before was provided. `unresolved_ticker`: A ticker: targeting token in the query does not resolve to a known company. `invalid_cik`: A cik: targeting token in the query is not a 1-10 digit number. `entity_not_found`: A cik: targeting token on a pre-2001 date range names a CIK with no EDGAR submissions history. `missing_criteria`: Neither a full-text query nor a forms filter was provided (a date range cannot stand alone). `pre2001_full_text_unscoped`: A date range reaching before 2001-01-01 carries free-text terms with no entity scope — no pre-2001 full-text index exists, and nothing bounds a local scan. `rate_limited`: SEC is rate-limiting this server's IP — SEC answered 429, or the call was refused without being sent while the cool-down after one runs. Other values are possible when a failure originates below the handler."

Previous value: -[
-  "invalid_date_range",
-  "unresolved_ticker",
-  "invalid_cik",
-  "entity_not_found",
-  "missing_criteria",
-  "pre2001_full_text_unscoped"
-]New value: +[
+  "invalid_date_range",
+  "unresolved_ticker",
+  "invalid_cik",
+  "entity_not_found",
+  "missing_criteria",
+  "pre2001_full_text_unscoped",
+  "rate_limited"
+]

Previous value: -"Dataframe handle (df_XXXXX_XXXXX) — pass to secedgar_dataframe_query."New value: +"Dataframe handle (df_XXXXX_XXXXX) — inspect its columns with secedgar_dataframe_describe, then query it with secedgar_dataframe_query."

Previous value: -"Dataframe handle (df_XXXXX_XXXXX) — pass to secedgar_dataframe_query."New value: +"Dataframe handle (df_XXXXX_XXXXX) — inspect its columns with secedgar_dataframe_describe, then query it with secedgar_dataframe_query."

Added value: +{
+  "description": "Guidance when the inline matrix dropped periods, or when the full aligned series is staged as a dataframe.",
+  "type": "string"
+}

Previous value: -"Hard cap on rows materialized in the response. Default 1000, max 10000. The full result lives on-canvas under register_as when provided — do not raise this to keep large results."New value: +"Hard cap on rows materialized in the response. Default 1000, max 10000. A query matching more rows than this stops at the cap and `row_count_capped` comes back true; the full result lives on-canvas under register_as when provided, so do not raise this to keep large results. One case is not detectable: a SQL LIMIT exactly equal to this cap reads identically to a result that genuinely holds that many rows, and is reported as exact."

Previous value: -[
-  {
-    "not": {
-      "required": [
-        "error"
-      ]
-    },
-    "required": [
-      "columns",
-      "row_count",
-      "rows"
-    ]
-  },
-  {
-    "required": [
-      "error"
-    ]
-  }
-]New value: +[
+  {
+    "not": {
+      "required": [
+        "error"
+      ]
+    },
+    "required": [
+      "columns",
+      "row_count",
+      "row_count_capped",
+      "rows"
+    ]
+  },
+  {
+    "required": [
+      "error"
+    ]
+  }
+]

Previous value: -"Total rows the query produced (may exceed `rows.length` when capped)."New value: +"Rows the query produced, up to `row_limit` (exceeds `rows.length` when `preview` returned fewer). Read it with `row_count_capped`: when that is true this number is the `row_limit` cap itself, and the size of the full result is not in this response."

Added value: +{
+  "description": "True when the query matched more rows than `row_limit`, so `row_count` is that cap rather than a total. False means `row_count` is exact — including when it happens to equal `row_limit`.",
+  "type": "boolean"
+}

Previous value: -"Dataframe handle (df_XXXXX_XXXXX) — pass to secedgar_dataframe_query."New value: +"Dataframe handle (df_XXXXX_XXXXX) — inspect its columns with secedgar_dataframe_describe, then query it with secedgar_dataframe_query."

Previous value: -"Dataframe handle (df_XXXXX_XXXXX) — pass to secedgar_dataframe_query."New value: +"Dataframe handle (df_XXXXX_XXXXX) — inspect its columns with secedgar_dataframe_describe, then query it with secedgar_dataframe_query."

Previous value: -"Dataframe handle (df_XXXXX_XXXXX) — pass to secedgar_dataframe_query."New value: +"Dataframe handle (df_XXXXX_XXXXX) — inspect its columns with secedgar_dataframe_describe, then query it with secedgar_dataframe_query."

Previous value: -"Dataframe handle (df_XXXXX_XXXXX) — pass to secedgar_dataframe_query."New value: +"Dataframe handle (df_XXXXX_XXXXX) — inspect its columns with secedgar_dataframe_describe, then query it with secedgar_dataframe_query."

Added value: +{
+  "description": "Guidance when the inline series was capped, or when the full series is staged as a dataframe.",
+  "type": "string"
+}

Previous value: -"Dataframe handle (df_XXXXX_XXXXX) — pass to secedgar_dataframe_query."New value: +"Dataframe handle (df_XXXXX_XXXXX) — inspect its columns with secedgar_dataframe_describe, then query it with secedgar_dataframe_query."

Previous value: -"Dataframe handle (df_XXXXX_XXXXX) — pass to secedgar_dataframe_query."New value: +"Dataframe handle (df_XXXXX_XXXXX) — inspect its columns with secedgar_dataframe_describe, then query it with secedgar_dataframe_query."

Previous value: -"Dataframe handle (df_XXXXX_XXXXX) — pass to secedgar_dataframe_query."New value: +"Dataframe handle (df_XXXXX_XXXXX) — inspect its columns with secedgar_dataframe_describe, then query it with secedgar_dataframe_query."

Previous value: -"Dataframe handle (df_XXXXX_XXXXX) — pass to secedgar_dataframe_query."New value: +"Dataframe handle (df_XXXXX_XXXXX) — inspect its columns with secedgar_dataframe_describe, then query it with secedgar_dataframe_query."

Previous value: -"Dataframe handle (df_XXXXX_XXXXX) — pass to secedgar_dataframe_query."New value: +"Dataframe handle (df_XXXXX_XXXXX) — inspect its columns with secedgar_dataframe_describe, then query it with secedgar_dataframe_query."

Previous value: -"Jump to a named section by case-insensitive substring match against detected headings (e.g. 'risk factors', 'item 7', 'certain relationships'). Takes precedence over offset when both are provided. On a miss, the error message includes the detected outline so you can pick the correct heading."New value: +"Jump to a named section by case-insensitive substring match against detected headings (e.g. 'risk factors', 'item 7', 'certain relationships'). Matching also ignores whitespace and quote-style differences, so a heading copied from the outline resolves whether it carries the filing's non-breaking spaces and curly quotes or plain ones. Takes precedence over offset when both are provided. On a miss, the error message includes the detected outline so you can pick the correct heading."

Previous value: -"Company ticker symbol (e.g., \"AAPL\", \"VOO\"), name (e.g., \"Apple\"), or CIK number (e.g., \"320193\"). Ticker is the fastest lookup and works for equities, ETFs, and mutual funds. Name search matches current and former names."New value: +"Company ticker symbol (e.g., \"AAPL\", \"VOO\"), name (e.g., \"Apple\"), or CIK number (e.g., \"320193\"). Ticker is the fastest lookup and works for equities, ETFs, and mutual funds; a multi-class share ticker resolves in either form (\"BRK-B\" or \"BRK.B\"). Name search matches current and former names, and the corporate suffix does not have to match the registry's form (\"Beacon Financial Corporation\" finds \"Beacon Financial Corp\") — but Corp, Inc, Co, and Ltd stay distinct from each other, since separate registrants differ only by which one they use."

Previous value: -"Full-text search query. Optional — omit (or pass \"\") to browse by form type and/or entity instead, e.g. every S-1 in a date window, or a company's filings via ticker:/cik:. A date range alone is not a valid search; pair it with forms or entity targeting. The EFTS index that serves free text starts at 2001-01-01; a date range reaching earlier needs ticker:/cik: entity scope, which lets the tool read that entity's filings and match the terms locally (bounded to 50 documents, a few seconds at SEC's request rate), or drop the text terms to browse by form and date. When present, supports exact phrases (\"material weakness\"), boolean operators (revenue OR income), exclusion (-preliminary), wildcard suffix (account*), and entity targeting (ticker:AAPL or cik:320193 in the query); terms are AND'd by default. The pre-2001 local scan honors the same phrase / OR / exclusion / wildcard syntax."New value: +"Full-text search query. Optional — omit (or pass \"\") to browse by form type and/or entity instead, e.g. every S-1 in a date window, or a company's filings via ticker:/cik:. A date range alone is not a valid search; pair it with forms or entity targeting. The EFTS index that serves free text starts at 2001-01-01; a date range reaching earlier needs ticker:/cik: entity scope, which lets the tool read that entity's filings and match the terms locally (bounded to 50 documents, a few seconds at SEC's request rate), or drop the text terms to browse by form and date. When present, supports exact phrases (\"material weakness\"), boolean operators (revenue OR income), exclusion (-preliminary), wildcard suffix (account*), and entity targeting (ticker:AAPL or cik:320193 in the query); terms are AND'd by default. A multi-class share ticker resolves in either form — ticker:BRK-B and ticker:BRK.B scope to the same issuer. The pre-2001 local scan honors the same phrase / OR / exclusion / wildcard syntax."

Removed value: -[
-  {
-    "type": "string"
-  },
-  {
-    "type": "null"
-  }
-]

Added value: +[
+  "string",
+  "null"
+]

Removed value: -[
-  {
-    "type": "number"
-  },
-  {
-    "type": "null"
-  }
-]

Added value: +[
+  "number",
+  "null"
+]

Previous value: -"http://json-schema.org/draft-07/schema#"New value: +"https://json-schema.org/draft/2020-12/schema"

Added value: +false

Previous value: -"http://json-schema.org/draft-07/schema#"New value: +"https://json-schema.org/draft/2020-12/schema"

Added value: +[
+  {
+    "not": {
+      "required": [
+        "error"
+      ]
+    },
+    "required": [
+      "cik",
+      "name",
+      "tickers",
+      "exchanges",
+      "sic",
+      "sic_description"
+    ]
+  },
+  {
+    "required": [
+      "error"
+    ]
+  }
+]

Added value: +{
+  "description": "The `filing_limit` that was applied.",
+  "type": "number"
+}

Added value: +{
+  "additionalProperties": {},
+  "description": "Present when the call failed. Absent on success.",
+  "properties": {
+    "code": {
+      "description": "JSON-RPC error code for this failure.",
+      "maximum": 9007199254740991,
+      "minimum": -9007199254740991,
+      "type": "integer"
+    },
+    "data": {
+      "additionalProperties": {},
+      "properties": {
+        "reason": {
+          "description": "Machine-readable failure mode. Declared by this tool: `no_match`: No company matches the query `multiple_matches`: Query is ambiguous and matches several companies Other values are possible when a failure originates below the handler.",
+          "examples": [
+            "no_match",
+            "multiple_matches"
+          ],
+          "type": "string"
+        },
+        "recovery": {
+          "additionalProperties": {},
+          "description": "Actionable next step for the caller.",
+          "properties": {
+            "hint": {
+              "type": "string"
+            }
+          },
+          "required": [
+            "hint"
+          ],
+          "type": "object"
+        },
+        "retryable": {
+          "description": "Whether retrying may succeed.",
+          "type": "boolean"
+        }
+      },
+      "type": "object"
+    },
+    "message": {
+      "description": "Human-readable description of what went wrong.",
+      "type": "string"
+    }
+  },
+  "required": [
+    "code",
+    "message"
+  ],
+  "type": "object"
+}

Previous value: -"Guidance when include_filings=true but no filings matched the form_types filter."New value: +"Guidance when include_filings=true but no filings matched the form_types filter, or when filing_limit withheld some."

Added value: +{
+  "description": "Number of filings returned inline.",
+  "type": "number"
+}

Added value: +{
+  "description": "True when more filings matched than `filing_limit` allowed into the inline list.",
+  "type": "boolean"
+}

Removed value: -[
-  "cik",
-  "name",
-  "tickers",
-  "exchanges",
-  "sic",
-  "sic_description"
-]

Previous value: -"http://json-schema.org/draft-07/schema#"New value: +"https://json-schema.org/draft/2020-12/schema"

Added value: +false

Previous value: -"http://json-schema.org/draft-07/schema#"New value: +"https://json-schema.org/draft/2020-12/schema"

Added value: +[
+  {
+    "not": {
+      "required": [
+        "error"
+      ]
+    },
+    "required": [
+      "period_type",
+      "taxonomy",
+      "periods",
+      "companies",
+      "failed_companies",
+      "concepts",
+      "cells",
+      "gaps",
+      "caveats"
+    ]
+  },
+  {
+    "required": [
+      "error"
+    ]
+  }
+]

Added value: +{
+  "additionalProperties": {},
+  "description": "Present when the call failed. Absent on success.",
+  "properties": {
+    "code": {
+      "description": "JSON-RPC error code for this failure.",
+      "maximum": 9007199254740991,
+      "minimum": -9007199254740991,
+      "type": "integer"
+    },
+    "data": {
+      "additionalProperties": {},
+      "properties": {
+        "reason": {
+          "description": "Machine-readable failure mode. Declared by this tool: `no_companies_resolved`: None of the supplied company inputs resolved to a CIK `no_comparable_data`: Companies resolved but not one of them reports any of the requested concepts for the requested period type Other values are possible when a failure originates below the handler.",
+          "examples": [
+            "no_companies_resolved",
+            "no_comparable_data"
+          ],
+          "type": "string"
+        },
+        "recovery": {
+          "additionalProperties": {},
+          "description": "Actionable next step for the caller.",
+          "properties": {
+            "hint": {
+              "type": "string"
+            }
+          },
+          "required": [
+            "hint"
+          ],
+          "type": "object"
+        },
+        "retryable": {
+          "description": "Whether retrying may succeed.",
+          "type": "boolean"
+        }
+      },
+      "type": "object"
+    },
+    "message": {
+      "description": "Human-readable description of what went wrong.",
+      "type": "string"
+    }
+  },
+  "required": [
+    "code",
+    "message"
+  ],
+  "type": "object"
+}

Removed value: -[
-  "period_type",
-  "taxonomy",
-  "periods",
-  "companies",
-  "failed_companies",
-  "concepts",
-  "cells",
-  "gaps",
-  "caveats"
-]

Previous value: -"http://json-schema.org/draft-07/schema#"New value: +"https://json-schema.org/draft/2020-12/schema"

Added value: +false

Previous value: -"http://json-schema.org/draft-07/schema#"New value: +"https://json-schema.org/draft/2020-12/schema"

Added value: +[
+  {
+    "not": {
+      "required": [
+        "error"
+      ]
+    },
+    "required": [
+      "dataframes"
+    ]
+  },
+  {
+    "required": [
+      "error"
+    ]
+  }
+]

Added value: +{
+  "additionalProperties": {},
+  "description": "Present when the call failed. Absent on success.",
+  "properties": {
+    "code": {
+      "description": "JSON-RPC error code for this failure.",
+      "maximum": 9007199254740991,
+      "minimum": -9007199254740991,
+      "type": "integer"
+    },
+    "data": {
+      "additionalProperties": {},
+      "properties": {
+        "reason": {
+          "description": "Machine-readable failure mode. Declared by this tool: `canvas_unavailable`: The DataCanvas service is not configured for this deployment Other values are possible when a failure originates below the handler.",
+          "examples": [
+            "canvas_unavailable"
+          ],
+          "type": "string"
+        },
+        "recovery": {
+          "additionalProperties": {},
+          "description": "Actionable next step for the caller.",
+          "properties": {
+            "hint": {
+              "type": "string"
+            }
+          },
+          "required": [
+            "hint"
+          ],
+          "type": "object"
+        },
+        "retryable": {
+          "description": "Whether retrying may succeed.",
+          "type": "boolean"
+        }
+      },
+      "type": "object"
+    },
+    "message": {
+      "description": "Human-readable description of what went wrong.",
+      "type": "string"
+    }
+  },
+  "required": [
+    "code",
+    "message"
+  ],
+  "type": "object"
+}

Removed value: -[
-  "dataframes"
-]

Previous value: -"http://json-schema.org/draft-07/schema#"New value: +"https://json-schema.org/draft/2020-12/schema"

Added value: +false

Previous value: -"http://json-schema.org/draft-07/schema#"New value: +"https://json-schema.org/draft/2020-12/schema"

Added value: +[
+  {
+    "not": {
+      "required": [
+        "error"
+      ]
+    },
+    "required": [
+      "columns",
+      "row_count",
+      "rows"
+    ]
+  },
+  {
+    "required": [
+      "error"
+    ]
+  }
+]

Added value: +{
+  "description": "The row cap that actually bound — `preview` when it is lower than `row_limit`, otherwise `row_limit`.",
+  "type": "number"
+}

Added value: +{
+  "additionalProperties": {},
+  "description": "Present when the call failed. Absent on success.",
+  "properties": {
+    "code": {
+      "description": "JSON-RPC error code for this failure.",
+      "maximum": 9007199254740991,
+      "minimum": -9007199254740991,
+      "type": "integer"
+    },
+    "data": {
+      "additionalProperties": {},
+      "properties": {
+        "reason": {
+          "description": "Machine-readable failure mode. Declared by this tool: `canvas_unavailable`: The DataCanvas service is not configured for this deployment `system_catalog_access`: The SQL query references a denied DuckDB system catalog (information_schema, pg_catalog, sqlite_master, duckdb_*) `missing_table`: The SQL query references a df_<id> table that does not exist or has expired `invalid_sql`: The SQL statement contains a syntax or execution error not covered by a more specific reason `register_as_clash`: The register_as target name already exists on the canvas `non_select_statement`: The SQL is a non-SELECT statement (DROP, INSERT, UPDATE, DDL, etc.) — only read-only SELECTs run against dataframes Other values are possible when a failure originates below the handler.",
+          "examples": [
+            "canvas_unavailable",
+            "system_catalog_access",
+            "missing_table",
+            "invalid_sql",
+            "register_as_clash",
+            "non_select_statement"
+          ],
+          "type": "string"
+        },
+        "recovery": {
+          "additionalProperties": {},
+          "description": "Actionable next step for the caller.",
+          "properties": {
+            "hint": {
+              "type": "string"
+            }
+          },
+          "required": [
+            "hint"
+          ],
+          "type": "object"
+        },
+        "retryable": {
+          "description": "Whether retrying may succeed.",
+          "type": "boolean"
+        }
+      },
+      "type": "object"
+    },
+    "message": {
+      "description": "Human-readable description of what went wrong.",
+      "type": "string"
+    }
+  },
+  "required": [
+    "code",
+    "message"
+  ],
+  "type": "object"
+}

Previous value: -"Guidance when the query returned no rows, or when results were capped."New value: +"Guidance when the query returned no rows, or when the row cap withheld some."

Added value: +{
+  "description": "Number of rows returned inline.",
+  "type": "number"
+}

Added value: +{
+  "description": "True when the result set held more rows than the row cap allowed through.",
+  "type": "boolean"
+}

Removed value: -[
-  "columns",
-  "row_count",
-  "rows"
-]

Previous value: -"http://json-schema.org/draft-07/schema#"New value: +"https://json-schema.org/draft/2020-12/schema"