Previous value: -"Reporting quarter to search, \"YYYY-QN\" (e.g. \"2026-Q1\"). Omit for the newest quarter whose 45-day filing deadline has passed — the applied quarter and its filing window are echoed in the response. A quarter still inside its deadline returns nothing, because the filings do not exist yet."New value: +"Reporting quarter to search, \"YYYY-QN\" (e.g. \"2026-Q1\"). Omit for the newest quarter whose 45-day filing deadline has passed — the applied quarter and its filing window are echoed in the response. A quarter still inside its deadline returns only the managers that filed early, so its set is incomplete until the deadline passes."

Previous value: -"Filer rows returned inline. The full fetched set (up to 500 rows) is materialized as a dataframe when a canvas is available. Default 20."New value: +"Filer rows returned inline. The full fetched set (up to 500 rows) is materialized as a dataframe when a canvas is available. Default 20. Capped at 100: a larger value, up to 1000, returns what 100 returns."

Previous value: -100New value: +1000

Previous value: -"Dataframe of every fetched filer row, keyed by issuer and quarter for cross-issuer joins. Absent when the result fits inline, canvas is unavailable, or staging failed."New value: +"Fetched managers keyed by issuer and quarter for joins. Absent if inline fits, canvas is unavailable or staging fails."

Previous value: -"True when total_filings exceeds fetched, so more filers exist."New value: +"True when the fetched sample may omit matching documents."

Previous value: -"Distinct managers reporting this quarter among fetched filings: the set limit pages and the dataframe holds. Other-quarter amendments drop; a manager that amended counts once, at its latest filing."New value: +"Distinct in-quarter managers in the fetched sample and dataframe; latest filing per CIK wins, other periods excluded."

Previous value: -"Guidance when the search returned no filers — names the likely cause."New value: +"Continuation, search coverage, empty results, and dataframe guidance."

Previous value: -"13F-HR filings matching the search key in the window, per the index; slightly over-counts holders (amendments of older quarters, managers amending this one), which holders_in_quarter corrects."New value: +"Matching documents in the filing window, including amendments; holders_in_quarter deduplicates managers and filters period."

Previous value: -"Machine-readable failure mode. Declared by this tool: `issuer_not_found`: No cusip was given and the issuer does not resolve to a known EDGAR company. `ambiguous_issuer`: The issuer name matches several EDGAR companies and no cusip was given. `rate_limited`: SEC is rate-limiting this server's IP — SEC answered 429, or the call was refused without being sent while the cool-down after one runs. `sec_unreachable`: The last of three attempts to reach SEC EDGAR got no HTTP response — the connection failed, or no response headers arrived within 15 seconds. Other values are possible when a failure originates below the handler."New value: +"Machine-readable failure mode. Declared by this tool: `issuer_not_found`: No cusip was given and the issuer does not resolve to a known EDGAR company. `ambiguous_issuer`: The issuer name matches several EDGAR companies and no cusip was given. `rate_limited`: SEC is rate-limiting this server's IP — SEC answered 429, or the call was refused without being sent while the cool-down after one runs. `sec_unreachable`: SEC EDGAR gave no complete, readable response — on the last attempt made (the third, or an earlier one once this call's 40-second budget for SEC failures ran out) the connection failed, no response headers arrived within 15 seconds, or the body broke off or stalled for 15 seconds, each wait capped at what was left of that budget; a 200 body was not the JSON SEC serves; or earlier SEC failures had spent that budget, so the request was never sent. Other values are possible when a failure originates below the handler."

Previous value: -"Machine-readable failure mode. Declared by this tool: `issuer_not_found`: No cusip was given and the issuer does not resolve to a known EDGAR company. `ambiguous_issuer`: The issuer name matches several EDGAR companies and no cusip was given. `rate_limited`: SEC is rate-limiting this server's IP — SEC answered 429, or the call was refused without being sent while the cool-down after one runs. Other values are possible when a failure originates below the handler."New value: +"Machine-readable failure mode. Declared by this tool: `issuer_not_found`: No cusip was given and the issuer does not resolve to a known EDGAR company. `ambiguous_issuer`: The issuer name matches several EDGAR companies and no cusip was given. `rate_limited`: SEC is rate-limiting this server's IP — SEC answered 429, or the call was refused without being sent while the cool-down after one runs. `sec_unreachable`: The last of three attempts to reach SEC EDGAR got no HTTP response — the connection failed, or no response headers arrived within 15 seconds. Other values are possible when a failure originates below the handler."

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Previous value: -"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: -"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"
-]