Fact-check a 13F position-change claim against SEC Form 13F-HR
verify_13f_changeCheck if a fund reported a change in an issuer position for a quarter using SEC 13F filings. Returns held, exited, not_found, or out_of_coverage, with source links.
Instructions
Use when the user wants to verify or fact-check whether a fund (filer name/CIK) reported a CHANGE in a position in an issuer (issuer_name or cusip) in a quarter. Returns held (reported a change — opened/added/trimmed, with source filing + link), not_held (reported the position exited), not_found (no reported change — does NOT mean the fund didn't hold it), or out_of_coverage. Caveat: filing-verified; CANNOT confirm an unchanged holding (13F deltas only) — a 'held, unchanged' position produces no row.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| end | No | Quarter-window end (ISO) if the claim spans quarters | |
| cusip | No | 9-char CUSIP of the held security — give this or issuer_name. (ticker is never accepted: 13F carries no authoritative ticker) | |
| filer | No | Fund/institution name substring (case-insensitive, e.g. 'Berkshire') or exact filer CIK — REQUIRED | |
| start | No | Quarter-window start (ISO) if the claim spans quarters | |
| quarter | No | As-of quarter-end the claim is about, ISO YYYY-MM-DD (e.g. '2026-06-30') | |
| issuer_name | No | Held company/issuer name (e.g. 'Apple') — give this or cusip |