Initial holdings (Form 3)

Company ticker, e.g. "AAPL" (US), "000100" (Korea), "1332" (Japan), "VIRI_F" (Europe), "600519_CN" (China A-share); any symbol the company has traded under.

Company SEC CIK, digits, e.g. "320193"; any CIK the company has filed under. Give ticker or cik, not both.

Insider SEC CIK, digits (from action "insiders").

list, stats: the role on the filing, any of "is_director", "is_officer", "is_ten_percent_owner", "is_other". insiders: a role ever reported, any of "ever_director", "ever_officer", "ever_ten_percent_owner", "ever_other".

true: only filings that report holding nothing; false: only filings with holdings; default both.

true: include amendments that could not be matched to their original filing.

true: leave out filings whose amendment match is only probable.

true: include rows that fail a consistency check (left out by default).

Window start, filing date "YYYY-MM-DD".

Window end, filing date "YYYY-MM-DD" (not in the future).

true: derivative rows only; false: non-derivative rows only.

Page of holding_ids in the stats response (default 1).

holding_ids per page, 1-1,000 (default 200).

Holding ids from action "stats" (1-100).

Only these companies (up to 100); any symbol a company has traded under. Default: every company.

Leave these companies out (up to 100).

Only companies in these sectors (names from the catalog action of Computed metrics). Pro plan or higher.

Holding-level filters: relationship, is_derivative, direct_or_indirect (D or I), include_anomalies, exclude_likely_merged, include_unresolved_amendments, and up to 8 conditions {field, op, value} on shares_owned, split_adjusted_shares_owned, underlying_security_shares, split_adjusted_underlying_security_shares or conversion_or_exercise_price.

Company-level conditions (up to 8) {metric, op, value} on filing_count, no_securities_filing_count, distinct_insiders, holdings_count or shares_owned_total. Operators for both: >, >=, <, <=, between ([low, high]).

true (default): one row per company; false: one row per holding.

Grouped: ticker, holdings_count or shares_owned_total. One row per holding: filing_date, shares_owned, split_adjusted_shares_owned, underlying_security_shares or conversion_or_exercise_price.

"desc" (default) or "asc".

Page number, from 1; the response's next_page gives the next one.

list, get: filings per page; search: rows per page, with page times page_size at most 500; tickers: companies per page, up to 500.

Response detail, same price at every level: "full" (default) returns everything; "light" leaves out the bulkiest fields, such as breakdown lists; "minimal" returns only the values and what identifies them, without sources or calculation details. Every action takes it; a call without detail levels ignores it. Try "light" or "minimal" for shorter replies that use less context and fewer tokens. One of full, light, minimal.