get_13f_holdings

com.oxfordledge/oxford-ledge · Verify this server

What one institutional filer owns: the largest positions in its latest SEC 13F-HR, plus quarter-over-quarter changes. Accepts a numeric CIK (preferred), a ticker (BRK-B or BRK.B for Berkshire), or a filer NAME (3-80 characters): ONE name-prefix match in the curated 13F filer universe resolves to its CIK (`resolved_from` says so); an ambiguous name is refused with candidates, never guessed. Returns {cik, fundName, filingDate, periodOfReport, totalHoldings, totalValue, holdings}; rows carry name, title_of_class, value (whole USD), shares, type, position_type, lots. There is NO ticker field and `cusip` is stripped on every channel (no plan carries a CUSIP Global Services licence today); `title_of_class` is the share-class discriminator. `position_type` is COM|PRN|PUT|CALL: do NOT sum across types. Source: SEC EDGAR 13F-HR, ~45-day quarterly delay. Heavy operation, max 2 concurrent. Caveats ride the response's tool_notes.