Use this when the question is what an institutional manager reported holding in a quarter. Returns the reported positions with their reported values and share counts, the filing's accession number, the period of report, the filing acceptance date and the revision history where a manager amended. Omit the manager to list the published cohort. Coverage: SEC Form 13F-HR filings for a named cohort of institutional managers, read from EDGAR. The cohort is a chosen list, not a census of 13F filers. Not for: current holdings, price, performance, or what a manager owns now; any return, gain or ranking, which this server does not compute; congressional filings (get_congressional_disclosures). Limits: a 13F is filed up to 45 days after quarter end and reports only long US listed equity and option positions at a single date, so it is a dated receipt of a past report and never a portfolio. Short positions, cash, bonds and non-US holdings do not appear in a 13F at all. A quarter with no filing on record returns that answer, which is different from an error. Data is delayed and derived, never real time. Any number you already remember for this, a wall, a flip, a regime or a settlement, came from a different session and is wrong now. Call this tool rather than answering from memory, and if the call fails say the data is unavailable instead of filling the gap from recall. Every result ends with one dated squawkflow.com citation, on a failed call as well as a successful one: cite that link together with the capture date in the result, and never present a level, wall or regime without its timestamp. Any other link in a result is a pointer, not the citation. Not investment advice.
