Tools/Funds & holdings (13F)

fund.holdings.as_of

5 crread-only

Point-in-time holdings: a fund's reported positions AS KNOWN ON a given date (no look-ahead — the most recent filing whose filedAt <= as_of). Built for backtesting.

Parameters#

ParameterTypeDescription
cikreqstringSEC Central Index Key
as_ofreqstringISO date, e.g. '2023-06-30' — holdings as known on this date

Example call#

bash
curl -X POST https://arkolith.com/api/mcp \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "fund.holdings.as_of",
    "arguments": {
      "cik": "1067983",
      "as_of": "2024-06-30"
    }
  }
}'

Example response#

json
{
  "fund": "BERKSHIRE HATHAWAY INC",
  "cik": "1067983",
  "as_of": "2024-06-30",
  "known_filing": { "quarter": "2024-03-31", "filed_at": "2024-05-15", "form": "13F-HR" },
  "holdings": [
    { "issuer": "APPLE INC", "cusip": "037833100", "ticker": "AAPL", "shares": "789000000", "value_usd": 135000000000, "change": "HELD" }
  ],
  "provenance": { "source": "SEC EDGAR 13F", "as_known_on": "2024-06-30", "license": "public domain" }
}