MCP servers
MCP server for 13F holdings — institutional positions
The interesting 13F question is almost never what does this manager hold. It is what changed, and versus whom, and when did anyone find out. Answering that from raw filings means parsing quarterly XML, mapping CUSIPs, handling amendments, and remembering that the filing date is weeks after the period it describes.
This server exposes holdings as tools that already know those rules. An agent asks for a manager's positions in a quarter, or a diff between two quarters, and receives resolved issuers with the filing dates attached. Amendments appear as their own observations rather than being merged into a tidy revision of history.
Because holdings sit in the same entity graph as prices, filings and Brazilian fund portfolios, a follow-up question about the same issuer in another market is one more tool call rather than a new integration.
hindcast — session
previewhindcast> which positions did this manager add last quarter?
→ tool: holdings_13f { cik:"...", quarters:["...","..."], diff:true }
✓ adds, exits and weight changes with issuers resolved
source: SEC 13F-HR filings compared at their filing dates
What's covered
- Tool: holdings by filer and quarter, with resolved issuer names
- Tool: quarter-over-quarter diff returning adds, exits and size changes
- CUSIP to ticker resolution handled by the entity graph
- Filing date returned alongside period end on every position
- Amendments exposed separately from the original filing
- Same identifiers as prices and filings for follow-up questions
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Questions
Can it compare two managers directly?
Yes — overlapping positions resolve to the same issuer nodes, so a comparison is a set operation rather than a fuzzy name match between two spreadsheets.
Does the tool warn about what 13F omits?
Responses carry the form type, which is the honest signal: 13F-HR covers reportable long US equity positions and nothing else. The data does not pretend to be a full book, and neither should an agent quoting it.
Related
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