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: -"Issuer ticker symbol."New value: +"Issuer ticker symbol — 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": "Count of top-5 filers that had an observable prior-quarter book.",
+  "minimum": 0,
+  "type": "integer"
+}

Added value: +{
+  "description": "Fraction of the top-5 basis with an OBSERVABLE prior-quarter book (matched filers / 5). 0 → institutional_component is forced to 0 (no honest QoQ basis), so a 13F ingestion gap can never masquerade as a saturated buy signal.",
+  "maximum": 1,
+  "minimum": 0,
+  "type": "number"
+}

Previous value: -[
-  "institutional_holders_covered",
-  "institutional_topn_cap",
-  "institutional_is_partial",
-  "institutional_component_basis",
-  "data_age_days",
-  "staleness_warning",
-  "note"
-]New value: +[
+  "institutional_holders_covered",
+  "institutional_topn_cap",
+  "institutional_is_partial",
+  "institutional_component_basis",
+  "coverage_confidence",
+  "component_basis_filers_matched",
+  "data_age_days",
+  "staleness_warning",
+  "note"
+]

Added value: +{
+  "description": "Point-in-time cutoff (YYYY-MM-DD) applied to all three legs (institutional, insider, blockholder) via SEC accepted_at — filings accepted after this date are excluded so the composite is computed with zero look-ahead. Omit for the latest knowable signal.",
+  "pattern": "^\\d{4}-\\d{2}-\\d{2}$",
+  "type": "string"
+}

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 the reporting period_end fabricated as a cutoff.",
+  "type": [
+    "string",
+    "null"
+  ]
+}

Added value: +{
+  "description": "Current shares of the top-5 filers — the basis used for the component.",
+  "type": "number"
+}

Added value: +{
+  "description": "Prior-quarter shares of the SAME top-5 filers (matched basis).",
+  "type": "number"
+}

Added value: +{
+  "description": "Sum of shares across all covered (top-N) 13F holders — informative.",
+  "type": "number"
+}

Removed value: -{
-  "type": "number"
-}

Added value: +"Top-5 matched-basis QoQ share change."

Removed value: -{
-  "type": "number"
-}

Previous value: -[
-  "current_total_shares",
-  "prior_total_shares",
-  "net_change_shares"
-]New value: +[
+  "covered_book_shares",
+  "component_basis_current_shares",
+  "component_basis_prior_shares",
+  "net_change_shares"
+]

Added value: +{
+  "additionalProperties": false,
+  "description": "Honesty block: the institutional signal is computed from a top-N 13F slice with a top-5-filer matched basis. Surfaces holder coverage + staleness so the composite is never read as the issuer's complete book.",
+  "properties": {
+    "data_age_days": {
+      "type": [
+        "number",
+        "null"
+      ]
+    },
+    "institutional_component_basis": {
+      "type": "string"
+    },
+    "institutional_holders_covered": {
+      "minimum": 0,
+      "type": "integer"
+    },
+    "institutional_is_partial": {
+      "description": "True when the top-N cap was hit — the 13F book is only partially covered.",
+      "type": "boolean"
+    },
+    "institutional_topn_cap": {
+      "type": "integer"
+    },
+    "note": {
+      "type": "string"
+    },
+    "staleness_warning": {
+      "type": [
+        "string",
+        "null"
+      ]
+    }
+  },
+  "required": [
+    "institutional_holders_covered",
+    "institutional_topn_cap",
+    "institutional_is_partial",
+    "institutional_component_basis",
+    "data_age_days",
+    "staleness_warning",
+    "note"
+  ],
+  "type": "object"
+}

Added value: +"The institutional 13F REPORTING period — NOT a point-in-time cutoff."

Previous value: -[
-  "_meta",
-  "ticker",
-  "cik",
-  "company_name",
-  "period_end",
-  "composite_score",
-  "insider_component",
-  "institutional_component",
-  "blockholder_component",
-  "weights",
-  "components"
-]New value: +[
+  "_meta",
+  "ticker",
+  "cik",
+  "company_name",
+  "period_end",
+  "as_of_date",
+  "composite_score",
+  "insider_component",
+  "institutional_component",
+  "blockholder_component",
+  "weights",
+  "components",
+  "coverage"
+]