Previous value: -"How the aggregates were scoped, e.g. 'top_25_holders'"New value: +"How the aggregates were scoped: 'all_13f_holders_in_period'"

Previous value: -"True when the top-N cap was hit, so the totals understate the issuer's true book"New value: +"Whether the totals were cut by top_n. Always false: total_institutional_shares, total_market_value_usd and hhi_concentration cover every holder in the period; only rows[] is capped."

Added value: +{
+  "description": "Last on-time 13F filing day for period_end (45 days after quarter end, past a weekend).",
+  "type": [
+    "string",
+    "null"
+  ]
+}

Added value: +{
+  "description": "True when period_end is still inside its 13F filing window (through filing_deadline): managers that have not filed yet are missing, so totals, HHI and ranks are incomplete.",
+  "type": "boolean"
+}

Added value: +{
+  "additionalProperties": {
+    "type": [
+      "string",
+      "null"
+    ]
+  },
+  "description": "total_institutional_shares, total_market_value_usd and hhi_concentration rendered for prose ('3.18B shares', '$808.01B', '399.67'). QUOTE THESE VERBATIM.",
+  "type": "object"
+}

Added value: +{
+  "description": "A newer period with early filings that was skipped because its filing window is still open. Pass it as period_end to read that partial book.",
+  "type": [
+    "string",
+    "null"
+  ]
+}

Added value: +{
+  "$ref": "#/properties/metrics_display",
+  "description": "This holder's shares and market value rendered for prose. QUOTE THESE VERBATIM."
+}

Previous value: -"payg_charge = real charge (agent-pay or your balance). payg_rate_card = indicative price, not billed."New value: +"payg_charge = real pay-per-call charge (a card or MPP payment through agent-pay). payg_rate_card = indicative price, not billed."

Previous value: -"payg_charge = real agent-pay charge. payg_rate_card = indicative price, not billed."New value: +"payg_charge = real charge (agent-pay or your balance). payg_rate_card = indicative price, not billed."

Previous value: -"true = this amount was actually charged via PAYG for this call. false = indicative PAYG-equivalent value; your plan already covers this call for free."New value: +"true = this amount was actually charged via PAYG for this call. false = indicative PAYG-equivalent value only: no charge was made for this call (it was within your plan)."

Added value: +{
+  "default": false,
+  "description": "Default false: 13F-HR rows replaced by a later 13F-HR/A are hidden once the amendment is knowable (as of as_of_date when given), so an original and its amendment are never both counted. Set true to include the superseded originals.",
+  "type": "boolean"
+}

Previous value: -"ISO timestamp when the FINANCIAL STATEMENTS were last rebuilt. Use THIS — not `last_updated` — when telling a user how current the fundamentals are. The snapshot is republished on every weekday price refresh while the statements are carried forward unchanged, so `last_updated` can be far more recent than the numbers it sits next to."New value: +"ISO timestamp when the FINANCIAL STATEMENTS were last rebuilt in bulk. Use THIS — not `last_updated` — when telling a user how current the cross-sectional fundamentals are. The snapshot is republished on every weekday price refresh while the statements are carried forward unchanged, so `last_updated` can be far more recent than the numbers it sits next to. It is a floor for a single filer, not a ceiling: a filer with a live partition receives its filing, facts and ratios intraday (minutes after EDGAR dissemination), so an entity-scoped read may carry a filing newer than this; cross-sectional ranks (factor scores, earnings signals) refresh with the weekly bulk export."

Previous value: -"Stock ticker symbol of the issuer."New value: +"Stock ticker symbol of the issuer — or a CIK (SEC identifier)."

Previous value: -"^[A-Za-z.\\-]+$"New value: +"^[A-Za-z0-9.\\-]+$"

Added value: +{
+  "description": "ISO timestamp when the FINANCIAL STATEMENTS were last rebuilt. Use THIS — not `last_updated` — when telling a user how current the fundamentals are. The snapshot is republished on every weekday price refresh while the statements are carried forward unchanged, so `last_updated` can be far more recent than the numbers it sits next to.",
+  "type": "string"
+}

Added value: +{
+  "description": "ISO timestamp when the price surfaces were last refreshed.",
+  "type": "string"
+}

Added value: +{
+  "additionalProperties": false,
+  "description": "Per-call cost transparency. Omitted for subscription-only tools that have no PAYG-equivalent price.",
+  "properties": {
+    "amount_usd": {
+      "minimum": 0,
+      "type": "number"
+    },
+    "basis": {
+      "description": "payg_charge = real agent-pay charge. payg_rate_card = indicative price, not billed.",
+      "enum": [
+        "payg_charge",
+        "payg_rate_card"
+      ],
+      "type": "string"
+    },
+    "billed": {
+      "description": "true = this amount was actually charged via PAYG for this call. false = indicative PAYG-equivalent value; your plan already covers this call for free.",
+      "type": "boolean"
+    }
+  },
+  "required": [
+    "amount_usd",
+    "billed",
+    "basis"
+  ],
+  "type": "object"
+}

Added value: +{
+  "description": "Wall-clock milliseconds this tool call took, measured server-side around the handler.",
+  "minimum": 0,
+  "type": "integer"
+}

Added value: +"true iff a zero-look-ahead point-in-time cut was applied to every returned figure"

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"
+}

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."

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"
+}

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"
+  ]
+}

Added value: +{
+  "description": "Option positions (put_call set) excluded from totals/HHI/rows. rows[] are common-stock 13F holdings only.",
+  "minimum": 0,
+  "type": "integer"
+}

Added value: +"The 13F REPORTING period the rows belong to — NOT a point-in-time cutoff."

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"
+]