addedInput schema / properties / as_of_date
Added value: +{
+ "description": "Point-in-time cutoff (YYYY-MM-DD): only 13F filings ACCEPTED by SEC on or before this date are considered, applied BEFORE the latest period is resolved. A 13F/A amendment or late filing accepted after this date is excluded (zero look-ahead) — use this for survivorship-free backtests. Omit for the latest knowable book.",
+ "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
+ "type": "string"
+}
changedInput schema / properties / period_end / description
Previous value: -"Quarter-end of the 13F reporting period (YYYY-MM-DD). Omit to use the latest period available."New value: +"Quarter-end of the 13F reporting period (YYYY-MM-DD). Omit to use the latest period available. This is a REPORTING period, NOT a point-in-time cutoff — use as_of_date for that."
addedOutput schema / properties / aggregate
Added value: +{
+ "additionalProperties": false,
+ "properties": {
+ "basis": {
+ "description": "How the aggregates were scoped, e.g. 'top_25_holders'",
+ "type": "string"
+ },
+ "covers_holders": {
+ "minimum": 0,
+ "type": "integer"
+ },
+ "has_incomplete_rows": {
+ "description": "True when ≥1 included holder reported a null shares/market_value — the totals sum only known values and UNDERSTATE the true figure (missing ≠ zero).",
+ "type": "boolean"
+ },
+ "is_partial": {
+ "description": "True when the top-N cap was hit, so the totals understate the issuer's true book",
+ "type": "boolean"
+ },
+ "note": {
+ "type": "string"
+ }
+ },
+ "required": [
+ "basis",
+ "is_partial",
+ "has_incomplete_rows",
+ "covers_holders",
+ "note"
+ ],
+ "type": "object"
+}
addedOutput schema / properties / as_of_date
Added value: +{
+ "description": "The point-in-time cutoff actually applied (echo of the as_of_date input). Null when no PIT cut was requested — never confuse this with the reporting period_end.",
+ "type": [
+ "string",
+ "null"
+ ]
+}
addedOutput schema / properties / options_positions_count
Added value: +{
+ "description": "Option positions (put_call set) excluded from totals/HHI/rows. rows[] are common-stock 13F holdings only.",
+ "minimum": 0,
+ "type": "integer"
+}
addedOutput schema / properties / period_end / description
Added value: +"The 13F REPORTING period the rows belong to — NOT a point-in-time cutoff."
changedOutput schema / required
Previous value: -[
- "_meta",
- "ticker",
- "cik",
- "company_name",
- "period_end",
- "data_age_days",
- "staleness_warning",
- "total_institutional_shares",
- "total_market_value_usd",
- "hhi_concentration",
- "holders_count",
- "rows"
-]New value: +[
+ "_meta",
+ "ticker",
+ "cik",
+ "company_name",
+ "period_end",
+ "as_of_date",
+ "data_age_days",
+ "staleness_warning",
+ "total_institutional_shares",
+ "total_market_value_usd",
+ "hhi_concentration",
+ "holders_count",
+ "options_positions_count",
+ "aggregate",
+ "rows"
+]