Datasets
13F & fund holdings API (US + Brazil, point-in-time)
Holdings data is deceptively hard. A 13F tells you what a manager reported at quarter end, filed up to 45 days later, using CUSIPs that need mapping to tickers that may since have changed. Amendments restate positions after the fact. Brazilian fund portfolios have the same shape and different plumbing: CVM CDA archives, monthly competência, positions described in Portuguese asset classes.
Hindcast is building one holdings model across both. Positions resolve to issuers through the shared entity graph, so the same company is the same node whether it arrived as a CUSIP in a 13F or as a CNPJ in a CDA file. Amendments are stored as new observations against the original filing, which keeps a manager's reported history honest rather than retroactively tidy.
The point-in-time rule applies to the disclosure date, not the portfolio date. A quarter-end position that only became public six weeks later is invisible to any query dated before that publication.
hindcast — session
previewhindcast> position changes for a 13F filer between two quarters
→ tool: holdings_13f { cik:"0000000000", quarters:["2023-Q3","2023-Q4"], diff:true }
✓ adds, exits and size changes with issuer names resolved
source: SEC 13F-HR filings, compared at their filing dates
What's covered
- 13F-HR and 13F-HR/A holdings with quarter-over-quarter diffs
- CUSIP to ticker and issuer resolution through the entity graph
- Brazilian fund portfolios (CVM CDA) with position weights
- Amendments stored against the original filing, not merged into it
- Filing date and period end kept separate on every position
- Manager identity resolved across name changes and CIK reassignments
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Questions
Do 13F holdings reflect a manager's whole book?
No, and no dataset can fix that. 13F covers reportable long US equity positions for filers above the threshold; shorts, derivatives, cash and non-US holdings are largely invisible. The data is useful precisely when you remember what it excludes.
How are Brazilian and US holdings compared?
Through the same issuer nodes. Once a CNPJ, a CUSIP and a ticker resolve to one entity, a cross-market exposure question becomes a single query instead of a reconciliation project.
Related
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