stocks tool

Public

stocks_get_sec_filings

SEC EDGAR filings for one US public company, newest first.

Description

SEC EDGAR filings for one US public company, newest first.

Use this to cite sources or hand back links to original SEC documents: every other value we serve traces to a filing, and this tool is how an agent (or the user) gets to the primary document on sec.gov. It returns filing metadata and links only — never the document contents; follow the URLs to sec.gov to read a filing.

The result is the shared response envelope. data holds the company identity (ticker — the active symbol, or null when resolved by CIK with no live ticker — cik, company_name) and the bounded filings list; meta holds provenance (source: "sec-edgar-submissions", and as_of, the freshest metadata timestamp on this page); pagination holds the cursor paging state. To page, pass pagination.next_cursor back as cursor; when pagination.has_more is false you have reached the oldest filing.

Each filing carries form_type, filed_date, period_of_report (the fiscal date it covers — null on event-driven forms like many 8-Ks), accession_number (EDGAR's stable filing id), primary_document_url (the main document; null for older filings that predate a primary document), and index_url (the filing-index page, always present).

Filter with form_type (exact — see its parameter note on amendments) and the start/end filing-date window. Results are bounded per page (see the limit parameter for the default and maximum).

Errors carry a machine code: unknown_entity for a well-formed ticker/CIK we hold nothing for (resolve the symbol first, or ingest the filer), bad_parameter for input the schema can't reject (a non-ticker, non-CIK string or a malformed cursor).

Example: stocks_get_sec_filings(ticker_or_cik="AAPL", form_type="10-K", limit=1) -> Apple's most recent annual report, with a link to it.

Parameters

Input schema

NameTypeRequiredDefaultDescription
ticker_or_cikstringYesA US public company by ticker symbol ('AAPL', 'BRK.B') or by SEC CIK ('320193' or the zero-padded '0000320193'). Use a CIK for a filer that has no ticker.
form_typestring | nullNonullExact EDGAR form type to filter to, e.g. '10-K' (annual report), '10-Q' (quarterly report), '8-K' (current-events / material news), 'DEF 14A' (proxy statement), 'S-1' (IPO registration), '3'/'4'/'5' (insider ownership), or '25'/'25-NSE' (exchange delisting notices). Match is exact: amendments carry a '/A' suffix ('10-K/A'), so '10-K' does not return them. Omit to get every indexed form.
startstring (date) | nullNonullEarliest filing date to include (inclusive, ISO 'YYYY-MM-DD'). Filters on when the filing was filed, not the period it covers.
endstring (date) | nullNonullLatest filing date to include (inclusive, ISO 'YYYY-MM-DD'). Filters on the filing date.
limitintegerNo100Filings to return, newest first (1-1000).
cursorstring | nullNonullOpaque pagination cursor from a previous response's `pagination.next_cursor`; omit to start from the newest filing.

Provenance

Sources

Dataset registry: stocks_filings