secedgar-mcp-server

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"

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": [
+      "concept",
+      "period",
+      "unit",
+      "label",
+      "total_companies",
+      "offset",
+      "data",
+      "unqueried_tags",
+      "related_tags",
+      "value_distribution",
+      "period_end_range",
+      "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: `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.",
+          "examples": [
+            "unknown_concept",
+            "no_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: -[
-  "concept",
-  "period",
-  "unit",
-  "label",
-  "total_companies",
-  "offset",
-  "data",
-  "unqueried_tags",
-  "related_tags",
-  "value_distribution",
-  "period_end_range",
-  "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": [
+      "issuer",
+      "search_mode",
+      "search_key",
+      "quarter",
+      "filed_from",
+      "filed_to",
+      "total_filings",
+      "total_is_exact",
+      "fetched",
+      "holders_in_quarter",
+      "holders",
+      "ordering"
+    ]
+  },
+  {
+    "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: `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.",
+          "examples": [
+            "issuer_not_found",
+            "ambiguous_issuer"
+          ],
+          "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: -[
-  "issuer",
-  "search_mode",
-  "search_key",
-  "quarter",
-  "filed_from",
-  "filed_to",
-  "total_filings",
-  "total_is_exact",
-  "fetched",
-  "holders_in_quarter",
-  "holders",
-  "ordering"
-]

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": [
+      "issuer",
+      "issuer_cik",
+      "issuer_name",
+      "form_kind",
+      "total_structured_filings",
+      "filings_parsed",
+      "structured_coverage_from",
+      "legacy_filings_before_coverage",
+      "filings"
+    ]
+  },
+  {
+    "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: `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.",
+          "examples": [
+            "issuer_not_found",
+            "ambiguous_issuer",
+            "no_filings_found"
+          ],
+          "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: -[
-  "issuer",
-  "issuer_cik",
-  "issuer_name",
-  "form_kind",
-  "total_structured_filings",
-  "filings_parsed",
-  "structured_coverage_from",
-  "legacy_filings_before_coverage",
-  "filings"
-]

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": [
+      "accession_number",
+      "cik",
+      "primary_document",
+      "documents",
+      "content",
+      "content_truncated",
+      "content_total_length",
+      "filing_url"
+    ]
+  },
+  {
+    "required": [
+      "error"
+    ]
+  }
+]

Added value: +{
+  "description": "The `content_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: `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.",
+          "examples": [
+            "document_not_found",
+            "no_documents",
+            "binary_document",
+            "filing_not_found",
+            "offset_out_of_range",
+            "section_not_found"
+          ],
+          "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"
+}

Added value: +{
+  "description": "Guidance on reading the next page when the content was capped.",
+  "type": "string"
+}

Previous value: -"Document outline — 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: +"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."

Added value: +{
+  "description": "Characters of document text returned on this page.",
+  "type": "number"
+}

Added value: +{
+  "description": "True when the document is longer than `content_limit` allowed through.",
+  "type": "boolean"
+}

Removed value: -[
-  "accession_number",
-  "cik",
-  "primary_document",
-  "documents",
-  "content",
-  "content_truncated",
-  "content_total_length",
-  "filing_url"
-]

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": [
+      "company",
+      "cik",
+      "concept",
+      "label",
+      "unit",
+      "data"
+    ]
+  },
+  {
+    "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: `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.",
+          "examples": [
+            "company_not_found",
+            "ambiguous_company",
+            "no_concept_data",
+            "no_frame_data",
+            "no_period_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: -[
-  "company",
-  "cik",
-  "concept",
-  "label",
-  "unit",
-  "data"
-]

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": [
+      "fund",
+      "class_ids",
+      "registrant_cik",
+      "registrant_name",
+      "filing_date",
+      "form",
+      "accession_number",
+      "total_holdings",
+      "offset",
+      "available_report_periods",
+      "holdings",
+      "as_of"
+    ]
+  },
+  {
+    "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: `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.",
+          "examples": [
+            "fund_not_found",
+            "ambiguous_fund",
+            "series_required",
+            "no_filings_found"
+          ],
+          "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: -[
-  "fund",
-  "class_ids",
-  "registrant_cik",
-  "registrant_name",
-  "filing_date",
-  "form",
-  "accession_number",
-  "total_holdings",
-  "offset",
-  "available_report_periods",
-  "holdings",
-  "as_of"
-]

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": [
+      "issuer_name",
+      "issuer_cik",
+      "transactions",
+      "filings_scanned"
+    ]
+  },
+  {
+    "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: `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.",
+          "examples": [
+            "company_not_found",
+            "no_filings_found"
+          ],
+          "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: -[
-  "issuer_name",
-  "issuer_cik",
-  "transactions",
-  "filings_scanned"
-]

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": [
+      "filer_name",
+      "filer_cik",
+      "filing_date",
+      "accession_number",
+      "total_holdings_in_filing",
+      "offset",
+      "holdings"
+    ]
+  },
+  {
+    "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: `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.",
+          "examples": [
+            "company_not_found",
+            "ambiguous_entity",
+            "no_filings_found",
+            "no_info_table"
+          ],
+          "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: -[
-  "filer_name",
-  "filer_cik",
-  "filing_date",
-  "accession_number",
-  "total_holdings_in_filing",
-  "offset",
-  "holdings"
-]

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",
+      "company_name",
+      "total_matched",
+      "total_8k_scanned",
+      "item_distribution",
+      "filings"
+    ]
+  },
+  {
+    "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_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.",
+          "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"
+}

Removed value: -[
-  "cik",
-  "company_name",
-  "total_matched",
-  "total_8k_scanned",
-  "item_distribution",
-  "filings"
-]

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": [
+      "company",
+      "cik",
+      "taxonomy",
+      "period_type",
+      "concepts_resolved",
+      "concepts_total",
+      "lines",
+      "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: `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.",
+          "examples": [
+            "company_not_found",
+            "ambiguous_company",
+            "no_company_facts"
+          ],
+          "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: -[
-  "company",
-  "cik",
-  "taxonomy",
-  "period_type",
-  "concepts_resolved",
-  "concepts_total",
-  "lines",
-  "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": [
+      "total",
+      "concepts"
+    ]
+  },
+  {
+    "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.",
+          "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: -[
-  "total",
-  "concepts"
-]

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": [
+      "total",
+      "total_is_exact",
+      "results",
+      "effectiveQuery"
+    ]
+  },
+  {
+    "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: `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.",
+          "examples": [
+            "invalid_date_range",
+            "unresolved_ticker",
+            "invalid_cik",
+            "entity_not_found",
+            "missing_criteria",
+            "pre2001_full_text_unscoped"
+          ],
+          "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: -[
-  "total",
-  "total_is_exact",
-  "results",
-  "effectiveQuery"
-]

Previous value: -"Filter to specific form types (e.g., [\"10-K\", \"10-Q\", \"8-K\"]). Without this, searches all form types. Note: \"10-K\" also matches amendments filed as 10-K/A. Ownership forms (3, 4, 5) are indexed by the reporting person (e.g., \"LEVINSON ARTHUR D\"), not the issuer — rows carry no transaction code, share count, or price. Use secedgar_get_insider_transactions to retrieve parsed ownership XML with person, relationship, transaction code, shares, and price."New value: +"Filter to specific form types (e.g., [\"10-K\", \"10-Q\", \"8-K\"]). Without this, searches all form types. Note: \"10-K\" also matches amendments filed as 10-K/A. SEC renamed the blockholder schedules on 2024-12-18 — filings before that date are \"SC 13D\"/\"SC 13G\", filings after are \"SCHEDULE 13D\"/\"SCHEDULE 13G\" — so a filter spanning that boundary must list both spellings. Ownership forms (3, 4, 5) are indexed by the reporting person (e.g., \"LEVINSON ARTHUR D\"), not the issuer — rows carry no transaction code, share count, or price. Use secedgar_get_insider_transactions to retrieve parsed ownership XML with person, relationship, transaction code, shares, and price."

Previous value: -"Pagination offset. For sort=relevance, EDGAR pages server-side up to its 10,000-result cap. For date sorts (the default) and entity targeting, the tool fetches a single 100-row window and slices it client-side — offsets at or past the window return nothing; switch to sort=relevance for deep pagination, or narrow the search (forms, dates, entity targeting)."New 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."

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. Full-text terms match only filings from 2001 onward (the EFTS index floor); for a pre-2001 date range, drop the text terms (browse by form/date) or add ticker:/cik: entity scope. 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."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. The pre-2001 local scan honors the same phrase / OR / exclusion / wildcard syntax."

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."New 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."

Previous value: -"Business location (state or country code). Absent when SEC has no location for this filer, and for pre-2001 archive-sourced rows."New 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."

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."New 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."

Previous value: -"SIC industry code for the filer. Absent for filers without a classification, and for pre-2001 archive-sourced rows."New 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."

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). Provenance is carried into the canvas dataframe as a `source` column."New 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."

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. For multi-class issuers (e.g., BRK-A / BRK-B), this is the first class listed."New 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."

Added value: +{
+  "additionalProperties": false,
+  "description": "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.",
+  "properties": {
+    "candidates": {
+      "description": "Filings the form + date pre-filter selected before any document was read.",
+      "type": "number"
+    },
+    "capped": {
+      "description": "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.",
+      "type": "boolean"
+    },
+    "matched": {
+      "description": "Scanned filings whose text satisfied the query terms.",
+      "type": "number"
+    },
+    "scanned": {
+      "description": "Candidate documents actually fetched and matched against. Capped at 50 per call.",
+      "type": "number"
+    }
+  },
+  "required": [
+    "candidates",
+    "scanned",
+    "matched",
+    "capped"
+  ],
+  "type": "object"
+}

Previous value: -"Total matching filings. 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)."New 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."

Previous value: -"False when total is a lower bound — the full-text path hit its 10,000 cap, or a pre-2001 archive scan hit its page/quarter cap before exhausting the range."New 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)."

Previous value: -"Comparability warnings: a filer missing one or two calendar quarters from the frame-tagged series, a concept that resolved to an XBRL tag SEC has retired (so that company's values may stop years short of the others'), 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, and concepts whose unit differs across companies. Company-specific warnings are prefixed with the company name. Empty when nothing needs flagging."

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 concept resolved to an XBRL tag SEC has retired from the taxonomy, which means the current tags reported nothing and the series may stop years short. Absent when the series has nothing to flag."New 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."

Previous value: -"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."New value: +"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."

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 per line that resolved to an XBRL tag SEC has retired from the taxonomy, whose values may stop years short of the filer's latest report. Empty when nothing needs flagging."New 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."

Previous value: -"Align on full calendar years (annual) or calendar quarters (quarterly). Quarterly comparisons of off-calendar filers are missing one calendar quarter per year — see caveats."New value: +"Align on full calendar years (annual) or calendar quarters (quarterly). Quarterly comparisons of off-calendar filers are missing at least one calendar quarter per year — see caveats."

Previous value: -"Comparability warnings: a filer missing a calendar quarter from the frame-tagged series, period ends that differ inside one aligned period, and concepts whose unit differs across companies. Empty when nothing needs flagging."New value: +"Comparability warnings: a filer missing one or two calendar quarters from the frame-tagged series, a concept that resolved to an XBRL tag SEC has retired (so that company's values may stop years short of the others'), 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."

Previous value: -"Specific document filename within the filing (e.g., \"ex-21.htm\" for subsidiaries list). Default: the primary document. Available documents listed in the response metadata."New value: +"Specific document filename within the filing (e.g., \"ex-21.htm\" for subsidiaries list). Default: the primary document. Available documents are listed in the response metadata under documents; entries marked binary hold no text and are rejected."

Previous value: -"Filing documents grouped by category. Names from any list are valid values for the document input. XBRL viewer artifacts are suppressed by default; setting include_xbrl=true surfaces them under the xbrl bucket."New 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."

Added value: +{
+  "description": "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.",
+  "type": "boolean"
+}

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), and \"unknown\" for everything else."New 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."

Added value: +{
+  "description": "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.",
+  "type": "boolean"
+}

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), and \"unknown\" for everything else."New 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."

Added value: +{
+  "description": "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.",
+  "type": "boolean"
+}

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), and \"unknown\" for everything else."New 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."

Added value: +{
+  "description": "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.",
+  "type": "boolean"
+}

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), and \"unknown\" for everything else."New 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."

Previous value: -"Data-completeness warnings about the returned series. Populated on quarterly results when one calendar quarter is absent from every recent fully-reported year — SEC reports a filer's fiscal Q4 as the 10-K residual rather than a discrete quarterly fact, so the calendar quarter that fiscal Q4 spans has no frame-tagged value. Applies to calendar-year filers (no discrete Q4) as much as to off-calendar ones. Absent when the series has nothing to flag."New 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 concept resolved to an XBRL tag SEC has retired from the taxonomy, which means the current tags reported nothing and the series may stop years short. Absent when the series has nothing to flag."

Previous value: -"Data-completeness warnings about the quarterly values. Populated when one calendar quarter is absent from every recent fully-reported 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. Empty when nothing needs flagging."New 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 per line that resolved to an XBRL tag SEC has retired from the taxonomy, whose values may stop years short of the filer's latest report. Empty when nothing needs flagging."

Added value: +{
+  "description": "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.",
+  "items": {
+    "type": "string"
+  },
+  "type": "array"
+}

Previous value: -"XBRL tags this friendly name resolves to, tried in order. Multiple tags cover historical naming changes (e.g., pre- vs post-ASC 606 revenue)."New 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."

Added value: +{
+  "description": "Data-completeness warnings about the returned series. Populated on quarterly results when one calendar quarter is absent from every recent fully-reported year — SEC reports a filer's fiscal Q4 as the 10-K residual rather than a discrete quarterly fact, so the calendar quarter that fiscal Q4 spans has no frame-tagged value. Applies to calendar-year filers (no discrete Q4) as much as to off-calendar ones. Absent when the series has nothing to flag.",
+  "items": {
+    "type": "string"
+  },
+  "type": "array"
+}

Added value: +{
+  "default": 0,
+  "description": "Rank to start the page at, 0-based, over the sorted frame. Pass the next_offset from the previous response to read the next page — the ranked list is fetched whole and sliced, so paging is stable and gap-free. An offset at or past total_companies returns an empty page.",
+  "maximum": 9007199254740991,
+  "minimum": 0,
+  "type": "integer"
+}

Added value: +{
+  "description": "Offset to pass on the next call to continue down the ranking. Absent on the last page (no companies remain past this one).",
+  "type": "number"
+}

Added value: +{
+  "description": "Guidance when the requested offset lands past the end of the ranked list.",
+  "type": "string"
+}

Added value: +{
+  "description": "Rank the returned page starts at, 0-based — the effective offset applied.",
+  "type": "number"
+}

Previous value: -[
-  "concept",
-  "period",
-  "unit",
-  "label",
-  "total_companies",
-  "data",
-  "unqueried_tags",
-  "related_tags",
-  "value_distribution",
-  "period_end_range",
-  "caveats"
-]New value: +[
+  "concept",
+  "period",
+  "unit",
+  "label",
+  "total_companies",
+  "offset",
+  "data",
+  "unqueried_tags",
+  "related_tags",
+  "value_distribution",
+  "period_end_range",
+  "caveats"
+]

Added value: +{
+  "default": 0,
+  "description": "Row to start the page at, 0-based, over the ordered position list. Pass the next_offset from the previous response to read the next page — the filing is parsed whole and sliced, so paging is stable and gap-free. An offset at or past the position count returns an empty page.",
+  "maximum": 9007199254740991,
+  "minimum": 0,
+  "type": "integer"
+}

Previous value: -"Holdings truncated to limit — consolidated positions sorted by market value when consolidate=true, else raw information-table rows in filing order."New 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."

Added value: +{
+  "description": "Offset to pass on the next call to continue through the positions. Absent on the last page (no rows remain past this one).",
+  "type": "number"
+}

Added value: +{
+  "description": "Row the returned page starts at, 0-based — the effective offset applied.",
+  "type": "number"
+}

Previous value: -[
-  "filer_name",
-  "filer_cik",
-  "filing_date",
-  "accession_number",
-  "total_holdings_in_filing",
-  "holdings"
-]New value: +[
+  "filer_name",
+  "filer_cik",
+  "filing_date",
+  "accession_number",
+  "total_holdings_in_filing",
+  "offset",
+  "holdings"
+]

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. 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."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. Full-text terms match only filings from 2001 onward (the EFTS index floor); for a pre-2001 date range, drop the text terms (browse by form/date) or add ticker:/cik: entity scope. 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."

Previous value: -"Result ordering. \"filing_date_desc\" (default) returns most recent first. \"filing_date_asc\" returns oldest first. \"relevance\" returns SEC's native search-score order, which weights term match strength over recency. Date sorts re-order the top 100 hits returned by the search index — for broad queries with more than 100 matches and no entity targeting, date-newest filings may sit outside that window. Entity targeting (ticker:/cik:) or a narrower query keeps matches inside the window when absolute recency matters. On the no-query browse path (forms/entity only), EFTS has no relevance signal — every hit scores null — and returns filings in natural date-descending order, so all sort modes effectively yield newest-first."New value: +"Result ordering. \"filing_date_desc\" (default) returns most recent first. \"filing_date_asc\" returns oldest first. \"relevance\" returns SEC's native search-score order, which weights term match strength over recency. Date sorts re-order the top 100 hits returned by the search index — for broad queries with more than 100 matches and no entity targeting, date-newest filings may sit outside that window. Entity targeting (ticker:/cik:) or a narrower query keeps matches inside the window when absolute recency matters. On the no-query browse path (forms/entity only), EFTS has no relevance signal — every hit scores null — and returns filings in natural date-descending order, so all sort modes effectively yield newest-first. Pre-2001 archive results carry no relevance score either, so relevance collapses to date-descending there."

Previous value: -"Canvas dataframe holding the hits already fetched for the inline response. Absent when total ≤ inline limit, canvas is unavailable, or materialization failed. The dataframe contains the raw EFTS results (entity-scoped server-side via the ciks param when ticker:/cik: was used) — query with secedgar_dataframe_query SQL."New 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."

Previous value: -"True when EFTS reported more text matches than the window we already fetched — additional rows exist beyond the dataframe. Page further with `offset` for the inline view; the canvas dataframe is bounded by the single response window."New 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."

Previous value: -"One matching filing hit from the full-text search index."New value: +"One matching filing hit."

Previous value: -"SEC-provided description of the matching document (e.g., \"EX-99.1\"). Absent when SEC published none."New 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."

Previous value: -"Business location (state or country code). Absent when SEC has no location for this filer."New value: +"Business location (state or country code). Absent when SEC has no location for this filer, and for pre-2001 archive-sourced rows."

Previous value: -"Period the filing reports on (YYYY-MM-DD). Absent for filings without a reporting period (e.g., proxy statements, ownership reports)."New 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."

Previous value: -"SIC industry code for the filer. Absent for filers without a classification."New value: +"SIC industry code for the filer. Absent for filers without a classification, and for pre-2001 archive-sourced rows."

Added value: +{
+  "description": "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). Provenance is carried into the canvas dataframe as a `source` column.",
+  "enum": [
+    "efts",
+    "submissions",
+    "full-index"
+  ],
+  "type": "string"
+}

Previous value: -"Primary ticker symbol parsed from the EFTS display name. Absent for private filers, foreign filers without a US listing, and filings whose display name omits the ticker parenthetical. For multi-class issuers (e.g., BRK-A / BRK-B), this is the first class listed."New 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. For multi-class issuers (e.g., BRK-A / BRK-B), this is the first class listed."

Previous value: -"Total matching filings (capped at 10,000). Entity targeting (ticker:/cik:) scopes server-side via the EFTS ciks param, so this is the entity's exact match count up to the cap."New value: +"Total matching filings. 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)."

Previous value: -"False only when total hits the 10,000 cap."New value: +"False when total is a lower bound — the full-text path hit its 10,000 cap, or a pre-2001 archive scan hit its page/quarter cap before exhausting the range."

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). 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)."
+}

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). Use alone or with filed_after; together they bound the archive-page scan."
+}

Previous value: -"Maximum number of filings to return."New value: +"Maximum number of filings to return in the inline list."

Added value: +{
+  "additionalProperties": false,
+  "description": "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.",
+  "properties": {
+    "expires_at": {
+      "description": "ISO 8601 expiry timestamp.",
+      "type": "string"
+    },
+    "name": {
+      "description": "Dataframe handle (df_XXXXX_XXXXX) — pass to secedgar_dataframe_query.",
+      "type": "string"
+    },
+    "row_count": {
+      "description": "Rows materialized in the dataframe.",
+      "type": "number"
+    },
+    "truncated": {
+      "description": "True when the archive scan hit its page cap before exhausting the manifest — older matching filings exist beyond the dataframe.",
+      "type": "boolean"
+    }
+  },
+  "required": [
+    "name",
+    "row_count",
+    "expires_at",
+    "truncated"
+  ],
+  "type": "object"
+}

Added value: +{
+  "description": "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.",
+  "type": "string"
+}

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

Added value: +[
+  {
+    "const": "",
+    "type": "string"
+  },
+  {
+    "description": "Full-text search query. Supports: exact phrases (\"material weakness\"), boolean operators (revenue OR income), exclusion (-preliminary), wildcard suffix (account*), entity targeting (ticker:AAPL or cik:320193 in the query). Terms are AND'd by default.",
+    "minLength": 1,
+    "type": "string"
+  }
+]

Previous value: -"Full-text search query. Supports: exact phrases (\"material weakness\"), boolean operators (revenue OR income), exclusion (-preliminary), wildcard suffix (account*), entity targeting (ticker:AAPL or cik:320193 in the query). Terms are AND'd by default."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. 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."

Removed value: -1

Removed value: -"string"

Previous value: -"Result ordering. \"filing_date_desc\" (default) returns most recent first. \"filing_date_asc\" returns oldest first. \"relevance\" returns SEC's native search-score order, which weights term match strength over recency. Date sorts re-order the top 100 hits returned by the search index — for broad queries with more than 100 matches and no entity targeting, date-newest filings may sit outside that window. Entity targeting (ticker:/cik:) or a narrower query keeps matches inside the window when absolute recency matters."New value: +"Result ordering. \"filing_date_desc\" (default) returns most recent first. \"filing_date_asc\" returns oldest first. \"relevance\" returns SEC's native search-score order, which weights term match strength over recency. Date sorts re-order the top 100 hits returned by the search index — for broad queries with more than 100 matches and no entity targeting, date-newest filings may sit outside that window. Entity targeting (ticker:/cik:) or a narrower query keeps matches inside the window when absolute recency matters. On the no-query browse path (forms/entity only), EFTS has no relevance signal — every hit scores null — and returns filings in natural date-descending order, so all sort modes effectively yield newest-first."

Removed value: -[
-  "query"
-]

Previous value: -"The institutional filer whose 13F to fetch — its CIK (e.g., \"0000102909\" for Vanguard) or full legal name (e.g., \"Vanguard Group\"). CIK or the full legal name resolves most reliably; tickers usually belong to operating companies, which do not file 13Fs. This is NOT the portfolio company — passing an issuer ticker like \"AAPL\" finds that entity's own filings, not who holds it."New value: +"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."

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 data carries 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'). 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: -"Fiscal period of the source filing (FY, Q1, Q2, Q3, Q4). Null when the source filing did not encode a fiscal period."New 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."

Previous value: -"Fiscal year of the source filing. Null when the source filing did not encode a fiscal year."New 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."

Previous value: -"Canvas dataframe handle holding the same time series. Use for cross-company JOINs via secedgar_dataframe_query. Absent when canvas is unavailable."New 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."

Added value: +"^(?:\\d{10}-\\d{2}-\\d{6}|\\d{18})$"

Previous value: -"Company CIK (resolve via secedgar_company_search if you have a ticker or name). Optional but recommended — speeds up archive lookup. If omitted, likely filing CIKs are inferred from SEC search metadata and archive paths."New value: +"Company CIK, digits only (resolve via secedgar_company_search if you have a ticker or name). Optional but recommended — speeds up archive lookup. If omitted, likely filing CIKs are inferred from SEC search metadata and archive paths."

Added value: +"^\\d{1,10}$"

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 for known XBRL artifacts (\"XBRL-LINKBASE\", \"XBRL-INSTANCE\", etc.) and \"unknown\" for everything else."New 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), and \"unknown\" for everything else."

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. Some exhibits may appear under auxiliary when the submission header is unavailable and the filename has no recognizable pattern."New 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."

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 for known XBRL artifacts (\"XBRL-LINKBASE\", \"XBRL-INSTANCE\", etc.) and \"unknown\" for everything else."New 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), and \"unknown\" for everything else."

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 for known XBRL artifacts (\"XBRL-LINKBASE\", \"XBRL-INSTANCE\", etc.) and \"unknown\" for everything else."New 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), and \"unknown\" for everything else."

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 for known XBRL artifacts (\"XBRL-LINKBASE\", \"XBRL-INSTANCE\", etc.) and \"unknown\" for everything else."New 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), and \"unknown\" for everything else."

Previous value: -"Ticker symbol or CIK of the institutional filer (e.g., \"0000102909\" for Vanguard) or a company name. For institution lookups, CIK or the full legal name resolves most reliably — tickers are typically for operating companies, not fund managers."New value: +"The institutional filer whose 13F to fetch — its CIK (e.g., \"0000102909\" for Vanguard) or full legal name (e.g., \"Vanguard Group\"). CIK or the full legal name resolves most reliably; tickers usually belong to operating companies, which do not file 13Fs. This is NOT the portfolio company — passing an issuer ticker like \"AAPL\" finds that entity's own filings, not who holds it."

Added value: +"^df_[A-Z0-9]{5}_[A-Z0-9]{5}$"

Previous value: -"Maximum characters of document text to return. 10-K filings can exceed 500,000 characters. Default 50,000 captures ~12,000 words (typically business overview, risk factors, and MD&A). Increase to 200,000 for full financial statements, or decrease for quick summaries."New value: +"Maximum characters of document text to return per page. 10-K filings can exceed 500,000 characters; S-1/A can exceed 1,000,000. Default 50,000 captures ~12,000 words (typically business overview, risk factors, and MD&A). Increase to 200,000 for full financial statements, or decrease for quick summaries. Use offset or section for subsequent pages."

Added value: +{
+  "default": 0,
+  "description": "Character offset into the extracted document text. Pass next_offset from a truncated response to continue reading the next page. Default 0 reads from the beginning.",
+  "maximum": 9007199254740991,
+  "minimum": 0,
+  "type": "integer"
+}

Added value: +{
+  "description": "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 data carries the detected outline so you can pick the correct heading.",
+  "minLength": 1,
+  "type": "string"
+}

Previous value: -"Document text content, truncated to content_limit."New value: +"Document text content for this page window."

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

Previous value: -"True if content was truncated."New value: +"True if content was truncated at content_limit."

Added value: +{
+  "description": "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.",
+  "type": "number"
+}

Added value: +{
+  "description": "Document outline — 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.",
+  "items": {
+    "additionalProperties": false,
+    "description": "One detected heading with its offset.",
+    "properties": {
+      "heading": {
+        "description": "Detected heading text.",
+        "type": "string"
+      },
+      "offset": {
+        "description": "Character offset of this heading in the full document. Pass as offset to jump directly to this section.",
+        "type": "number"
+      }
+    },
+    "required": [
+      "heading",
+      "offset"
+    ],
+    "type": "object"
+  },
+  "type": "array"
+}

Previous value: -"Pagination offset. Increment by limit for the next page. EDGAR caps total accessible results at 10,000 — offsets past this return nothing. Under date sort, pagination is bounded to the first 100 hits."New value: +"Pagination offset. For sort=relevance, EDGAR pages server-side up to its 10,000-result cap. For date sorts (the default) and entity targeting, the tool fetches a single 100-row window and slices it client-side — offsets at or past the window return nothing; switch to sort=relevance for deep pagination, or narrow the search (forms, dates, entity targeting)."