Coverage that outlives
the companies in it.

It depends on the filer, and the honest numbers are these: the median company has 9 years of history, the 75th percentile has 15, and the deepest series runs 33 years. Dense coverage starts around fiscal 2010, when XBRL tagging became mandatory. Periods before 2009 exist where an early filing carried comparatives, but they are sparse rather than complete. If you need a specific name checked to a specific year, ask and we will tell you exactly what is there rather than guess.

Yes, and this is the point of the coverage. A company that stops trading keeps every filing and every fundamental it ever reported, queryable by CIK indefinitely. GET /api/company/delisted returns the delisted universe with the date each one lost its last listing and the tickers it traded under.

Querying by symbol returns whoever holds the ticker now; querying by cik pins the entity permanently. Bed Bath & Beyond is the clean case: the retailer that liquidated in 2023 is CIK 886158 and its last annual report is still there, while the ticker BBBY now resolves to CIK 1130713, a different company entirely. A universe keyed on tickers silently splices the two. Resolve with GET /api/lookup/cik, /api/lookup/cusip, or /api/lookup/batch in bulk.

Yes. Every period carries a sources block keyed by accession number with the dateFiled of the filing each value came from, and when a later filing restated a value the superseded number is preserved under before. Key on dateFiled rather than period end and a backtest sees only what was public at the time. The untouched XBRL facts are at GET /api/financials/as-reported.

GET /api/ownership/institutional-holders returns holders aggregated by manager for a given quarter, each row carrying the prior quarter's shares and percentage so position changes need no second call. Pin an earlier quarter with reportDate. An institution's entire book is at /api/ownership/portfolio, and history at /api/ownership/institutional-holders/history.

Managers have up to 45 days after quarter end to file, so the current quarter is thin during that window. Rather than hide it, the endpoints let you pin the quarter explicitly with reportDate, and every row returns the reportDate it actually came from so you always know which quarter you are looking at.

Yes. GET /api/ownership/beneficial-owners returns 5%+ positions from Schedule 13D/13G with history, and /api/insider-transactions returns Form 3/4/5 transactions, with views by insider, by roster, and as a summary.

Inferred, and labeled as such. SEC filers never file a standalone Q4, so it is reconstructed as the fiscal year minus the first three quarters, and the sources block carries an entry such as Q4-Recon-FY-9M with "type": "Q4-Recon" next to the 10-K accession. A derived quarter is never dressed up as a filed one.

Both, from the same underlying facts. Curated endpoints map raw XBRL onto standardized line items so companies compare cross-sectionally, and GET /api/financials/as-reported returns the facts exactly as the company tagged them, including company-specific concepts a normalized schema has to drop.

Directly from SEC EDGAR. Raw XBRL, XML, and SGML documents are parsed in house and normalized into JSON. There is no third-party aggregator between the filing and the API, which is why every value can name the accession number it came from.

Yes. The free tier needs no credit card and covers company details, financial statements, and filings. Paid plans raise the daily quota and unlock institutional ownership, insider transactions, executive compensation, and the fund endpoints.