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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Previous value: -"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": [
+      "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: -"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."

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: -"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: -"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: +{
+  "description": "The limit cap applied.",
+  "type": "number"
+}

Added value: +{
+  "description": "Number of holdings shown inline.",
+  "type": "number"
+}

Added value: +{
+  "description": "True when the inline holdings[] was capped by limit.",
+  "type": "boolean"
+}

Added value: +{
+  "additionalProperties": false,
+  "description": "Canvas dataframe holding every parsed position from this 13F filing (the inline holdings[] is a preview capped at limit). Each row carries the filer metadata (filer_cik, filer_name, reporting_period, filing_date, accession_number) plus the position fields, so it self-joins across quarters/filers on cusip + reporting_period. Reflects the consolidate setting (consolidated positions when true, raw info-table sub-lines with investment_discretion when false). Query with secedgar_dataframe_query. Absent when canvas is unavailable or the filing had no holdings.",
+  "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"
+    }
+  },
+  "required": [
+    "name",
+    "row_count",
+    "expires_at"
+  ],
+  "type": "object"
+}

Added value: +{
+  "default": true,
+  "description": "When true (default), info-table sub-lines for the same security (CUSIP + class + put/call) are summed into one position and results are sorted by market value descending, so `limit` returns the largest distinct holdings. Set false to return raw information-table rows in filing order (one per investment-discretion/manager sub-line), preserving investment_discretion.",
+  "type": "boolean"
+}

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

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

Removed value: -{
-  "description": "Market value of the position in thousands of USD at the reporting date. Absent when not reported.",
-  "type": "number"
-}

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

Added value: +{
+  "description": "Number of distinct positions after consolidating info-table sub-lines, before the limit. Present only when consolidate=true.",
+  "type": "number"
+}