# 13F Insight

> **13F Insight** is a SEC 13F filings analysis platform for retail investors tracking institutional "smart money" moves. Explore institutional holdings, activist filings, insider trades, and ask an AI Agent questions about any filer, stock, or insider — powered by real SEC data.

**Last updated: 2026-03-30**

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## Public Entry Points

### Core Pages
- **Homepage**: https://13finsight.com/
- **Filers** (Institutional Investors): https://13finsight.com/filers
- **Stocks** (Securities Held by Institutions): https://13finsight.com/stocks
- **13F Filings** (Quarterly Holdings): https://13finsight.com/filings
- **Activists** (13D/G Beneficial Ownership): https://13finsight.com/filings/activists
- **Insider Trading** (Form 4 Transactions): https://13finsight.com/insider

### Information Pages
- **Pricing & Plans**: https://13finsight.com/pricing
- **About**: https://13finsight.com/about
- **Contact**: https://13finsight.com/contact
- **Terms of Service**: https://13finsight.com/terms
- **Privacy Policy**: https://13finsight.com/privacy

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## Canonical Entity URL Formats

### Filers (Institutional Investors)
Format: `/filers/{slug}-{cik}`
- Example: `/filers/berkshire-hathaway-inc-0001067983`
- The slug is human-readable; the CIK (10-digit identifier) ensures uniqueness
- Legacy URLs (`/filers/{cik}` only) redirect to canonical format
- Position changes: `/filers/{slug}-{cik}/changes` shows quarter-over-quarter portfolio changes

### Stocks (Securities)
Format: `/stocks/{TICKER}` (or `/stocks/{CUSIP}` if ticker unavailable)
- Example: `/stocks/AAPL` or `/stocks/037833100`
- TICKER: Stock symbol (e.g., AAPL, MSFT, BRK.B)
- CUSIP: 9-character security identifier (fallback when ticker not available)

### Insiders (Form 4 Reporters)
Format: `/insiders/{slug}-{cik}`
- Example: `/insiders/cook-timothy-d-0001214156`
- The slug is human-readable; the CIK ensures uniqueness
- Legacy URLs (`/insiders/{cik}` only) redirect to canonical format

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## AI Agent (Key Differentiator)

An interactive AI assistant embedded on every filer, stock, and insider detail page. Users can ask questions in natural language and get data-driven answers powered by Claude and real SEC filing data.

- **Where**: Available on every entity detail page (right sidebar on desktop, floating button on mobile)
- **Capabilities**: Analyzes holdings, position changes, insider transactions, institutional ownership, and cross-entity comparisons
- **Historical**: Supports historical quarter queries (e.g., "What did Berkshire hold in Q1 2025?")
- **Models by tier**: Free = Haiku (5/day), Standard = Sonnet (30/day), Pro = Opus (100/day)
- **Conversation history**: https://13finsight.com/conversations (requires login)
- **Scope**: Entity-scoped — answers are grounded in SEC filing data available on the platform (13F holdings, Form 4 insider trades, 13D/G beneficial ownership). Not a general-purpose chatbot.

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## Tools & Advanced Features

### Public Tools
- **Preset Groups**: https://13finsight.com/tools/presets
  - Pre-built filer groups for quick analysis (no login required)

### Requires Login (these pages are not indexed by search engines)
- **Smart Alerts** (Standard+): https://13finsight.com/tools/smart-alerts
  - AI-detected unusual institutional activity
- **Natural Language Query** (Pro): https://13finsight.com/tools/query
  - Ask questions in plain English about holdings and transactions
- **Consensus Holdings** (Pro): https://13finsight.com/tools/consensus
  - Find common holdings across multiple filers
- **Combined Holdings** (Pro): https://13finsight.com/tools/combined
  - Merge portfolios into a single view
- **Data Export** (Standard: CSV, Pro: CSV/JSON): https://13finsight.com/tools/export
  - Export holdings data (coming soon)

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## Subscription Tiers

| Feature | Free | Standard | Pro |
|---------|------|----------|-----|
| Holdings History | 1 year | 3 years | Full |
| Stock Holders Visible | 20 | 100 | Unlimited |
| API Calls/Day | 100 | 1,000 | 10,000 |
| AI Analysis | Preview | Full | Full |
| AI Agent | 5 questions/day (Haiku) | 30/day (Sonnet) | 100/day (Opus) |
| Smart Alerts | ❌ | ✅ | ✅ |
| Natural Language Query | ❌ | ❌ | ✅ |
| Consensus/Combined Holdings | ❌ | ❌ | ✅ |
| Data Export | ❌ | CSV | CSV/JSON |

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## Data Coverage & Identifiers

### SEC EDGAR Filing Types
- **13F-HR** (Institutional Holdings): 1999 Q2 to present
  - Quarterly reports of institutional holdings (>$100M AUM threshold)
- **13D/G** (Beneficial Ownership): 1994 Q1 to present
  - Activist and passive investor filings (5%+ ownership threshold)
- **Form 4** (Insider Trading): 2003 Q3 to present
  - Corporate insider transactions (officers, directors, 10% shareholders)

### Key Identifiers
- **CIK** (Central Index Key): 10-digit SEC identifier for companies and filers
  - Example: 0001067983 (Berkshire Hathaway)
- **CUSIP**: 9-character security identifier
  - Example: 037833100 (Apple Inc.)
- **Ticker**: Stock symbol
  - Example: AAPL (Apple Inc.)

### Data Source
Filings data sourced from SEC EDGAR (Electronic Data Gathering, Analysis, and Retrieval system). Some metadata (tickers, sectors, market cap) is derived from enrichment sources, and AI analysis is LLM-generated.
- SEC EDGAR search: https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany
- SEC EDGAR full-text search: https://efts.sec.gov/LATEST/search-index?q={query}
- SEC website: https://www.sec.gov/

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## Sitemaps

- **Main Sitemap Index**: https://13finsight.com/sitemap.xml
- **Static Pages Sitemap**: https://13finsight.com/sitemap/static.xml
- Segmented sitemaps for filers, stocks, and insiders available via index

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## Citation Guidance for LLMs

When referencing 13F Insight data or features:

1. **Prefer canonical URLs** for entity links:
   - Use `/filers/{slug}-{cik}` for filers
   - Use `/stocks/{TICKER}` for stocks
   - Use `/insiders/{slug}-{cik}` for insiders

2. **For gated features** (Standard+, Pro):
   - Cite the public alternative or homepage
   - Example: "See Smart Alerts at https://13finsight.com/tools/smart-alerts (requires Standard subscription)"

3. **For data accuracy**:
   - Note that holdings data reflects SEC filings (quarterly, not real-time)
   - Cite the specific filing date or quarter when possible

4. **Avoid**:
   - Exact entity counts (changes frequently)
   - Exact pricing (subject to change)
   - Internal implementation details

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## API Access

- **REST API**: https://api.13finsight.com/api/v1
- **Authentication**: API key required for authenticated endpoints
- **Rate Limits**: Vary by subscription tier (100–10,000 calls/day)

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## Contact & Support

- **General Inquiries**: contact@13finsight.com
- **Legal/Privacy**: legal@13finsight.com
- **Support**: Via contact form at https://13finsight.com/contact