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aria-label="Home page" class="breadcrumbs__link" href="/"><svg viewBox="0 0 24 24" class="breadcrumbHomeIcon_YNFT"><path d="M10 19v-5h4v5c0 .55.45 1 1 1h3c.55 0 1-.45 1-1v-7h1.7c.46 0 .68-.57.33-.87L12.67 3.6c-.38-.34-.96-.34-1.34 0l-8.36 7.53c-.34.3-.13.87.33.87H5v7c0 .55.45 1 1 1h3c.55 0 1-.45 1-1z" fill="currentColor"></path></svg></a></li><li class="breadcrumbs__item"><span class="breadcrumbs__link">OpenBB Platform</span><meta itemprop="position" content="1"></li><li itemscope="" itemprop="itemListElement" itemtype="https://schema.org/ListItem" class="breadcrumbs__item"><a class="breadcrumbs__link" itemprop="item" href="/platform/data_models"><span itemprop="name">Data Models</span></a><meta itemprop="position" content="2"></li><li itemscope="" itemprop="itemListElement" itemtype="https://schema.org/ListItem" class="breadcrumbs__item breadcrumbs__item--active"><span class="breadcrumbs__link" itemprop="name">Form 13FHR</span><meta itemprop="position" content="3"></li></ul></nav><div class="tocCollapsible_ETCw theme-doc-toc-mobile tocMobile_bxCs"><button type="button" class="clean-btn tocCollapsibleButton_TO0P">On this page</button></div><div class="theme-doc-markdown markdown"><header><h1>Form 13FHR</h1></header><hr>
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<h2 class="anchor anchorWithStickyNavbar_LWe7" id="implementation-details">Implementation details<a href="#implementation-details" class="hash-link" aria-label="Direct link to Implementation details" title="Direct link to Implementation details"></a></h2>
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<h3 class="anchor anchorWithStickyNavbar_LWe7" id="class-names">Class names<a href="#class-names" class="hash-link" aria-label="Direct link to Class names" title="Direct link to Class names"></a></h3>
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<table><thead><tr><th>Model name</th><th>Parameters class</th><th>Data class</th></tr></thead><tbody><tr><td><code>Form13FHR</code></td><td><code>Form13FHRQueryParams</code></td><td><code>Form13FHRData</code></td></tr></tbody></table>
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<h3 class="anchor anchorWithStickyNavbar_LWe7" id="import-statement">Import Statement<a href="#import-statement" class="hash-link" aria-label="Direct link to Import Statement" title="Direct link to Import Statement"></a></h3>
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<div class="language-python codeBlockContainer_Ckt0 theme-code-block" style="--prism-color:#9CDCFE;--prism-background-color:#1E1E1E"><div class="codeBlockContent_m3Ux"><pre tabindex="0" class="prism-code language-python codeBlock_qGQc thin-scrollbar"><code class="codeBlockLines_p187"><span class="token-line" style="color:#9CDCFE"><span class="token keyword" style="color:rgb(86, 156, 214)">from</span><span class="token plain"> openbb_core</span><span class="token punctuation" style="color:rgb(212, 212, 212)">.</span><span class="token plain">provider</span><span class="token punctuation" style="color:rgb(212, 212, 212)">.</span><span class="token plain">standard_models</span><span class="token punctuation" style="color:rgb(212, 212, 212)">.</span><span class="token plain">form_13FHR </span><span class="token keyword" style="color:rgb(86, 156, 214)">import</span><span class="token plain"> </span><span class="token punctuation" style="color:rgb(212, 212, 212)">(</span><span class="token plain"></span><br></span><span class="token-line" style="color:#9CDCFE"><span class="token plain">Form13FHRData</span><span class="token punctuation" style="color:rgb(212, 212, 212)">,</span><span class="token plain"></span><br></span><span class="token-line" style="color:#9CDCFE"><span class="token plain">Form13FHRQueryParams</span><span class="token punctuation" style="color:rgb(212, 212, 212)">,</span><span class="token plain"></span><br></span><span class="token-line" style="color:#9CDCFE"><span class="token plain"></span><span class="token punctuation" style="color:rgb(212, 212, 212)">)</span><br></span></code></pre><div class="buttonGroup_6DOT"><button type="button" aria-label="Copy code to clipboard" title="Copy" class="clean-btn"><span class="copyButtonIcons_eSgA" aria-hidden="true"><svg viewBox="0 0 24 24" class="copyButtonIcon_y97N"><path fill="currentColor" d="M19,21H8V7H19M19,5H8A2,2 0 0,0 6,7V21A2,2 0 0,0 8,23H19A2,2 0 0,0 21,21V7A2,2 0 0,0 19,5M16,1H4A2,2 0 0,0 2,3V17H4V3H16V1Z"></path></svg><svg viewBox="0 0 24 24" class="copyButtonSuccessIcon_LjdS"><path fill="currentColor" d="M21,7L9,19L3.5,13.5L4.91,12.09L9,16.17L19.59,5.59L21,7Z"></path></svg></span></button></div></div></div>
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<hr>
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<h2 class="anchor anchorWithStickyNavbar_LWe7" id="parameters">Parameters<a href="#parameters" class="hash-link" aria-label="Direct link to Parameters" title="Direct link to Parameters"></a></h2>
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<div class="tabs-container tabList_TRJ7"><ul role="tablist" aria-orientation="horizontal" class="_group-tab list-none -ml-7 my-6 overflow-auto"><li role="tab" tabindex="0" aria-selected="true" class="font-bold tracking-widest w-fit px-3 inline-flex py-1 uppercase border-b text-lg cursor-pointer tabItem_hGfb border-b-2 pointer-events-none border-b-2 text-[#FB923C] border-[#FB923C]">standard</li><li role="tab" tabindex="-1" aria-selected="false" class="font-bold tracking-widest w-fit px-3 inline-flex py-1 uppercase border-b text-lg cursor-pointer tabItem_hGfb border-grey-400 text-grey-400 hover:text-[#ffd4b1] hover:border-[#ffd4b1]">sec</li></ul><div class="margin-top--md"><div role="tabpanel" class="tabItem_Ymn6"><table><thead><tr><th>Name</th><th>Type</th><th>Description</th><th>Default</th><th>Optional</th></tr></thead><tbody><tr><td>symbol</td><td>str</td><td>Symbol to get data for. A CIK or Symbol can be used.</td><td></td><td>False</td></tr><tr><td>date</td><td>Union[date, str]</td><td>A specific date to get data for. The date represents the end of the reporting period. All form 13F-HR filings are based on the calendar year and are reported quarterly. If a date is not supplied, the most recent filing is returned. Submissions beginning 2013-06-30 are supported.</td><td>None</td><td>True</td></tr><tr><td>limit</td><td>int</td><td>The number of data entries to return. The number of previous filings to return. The date parameter takes priority over this parameter.</td><td>1</td><td>True</td></tr><tr><td>provider</td><td>Literal['sec']</td><td>The provider to use, by default None. If None, the priority list configured in the settings is used. Default priority: sec.</td><td>None</td><td>True</td></tr></tbody></table></div><div role="tabpanel" class="tabItem_Ymn6" hidden=""><table><thead><tr><th>Name</th><th>Type</th><th>Description</th><th>Default</th><th>Optional</th></tr></thead><tbody><tr><td>symbol</td><td>str</td><td>Symbol to get data for. A CIK or Symbol can be used.</td><td></td><td>False</td></tr><tr><td>date</td><td>Union[date, str]</td><td>A specific date to get data for. The date represents the end of the reporting period. All form 13F-HR filings are based on the calendar year and are reported quarterly. If a date is not supplied, the most recent filing is returned. Submissions beginning 2013-06-30 are supported.</td><td>None</td><td>True</td></tr><tr><td>limit</td><td>int</td><td>The number of data entries to return. The number of previous filings to return. The date parameter takes priority over this parameter.</td><td>1</td><td>True</td></tr><tr><td>provider</td><td>Literal['sec']</td><td>The provider to use, by default None. If None, the priority list configured in the settings is used. Default priority: sec.</td><td>None</td><td>True</td></tr></tbody></table></div></div></div>
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<hr>
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<h2 class="anchor anchorWithStickyNavbar_LWe7" id="data">Data<a href="#data" class="hash-link" aria-label="Direct link to Data" title="Direct link to Data"></a></h2>
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<div class="tabs-container tabList_TRJ7"><ul role="tablist" aria-orientation="horizontal" class="_group-tab list-none -ml-7 my-6 overflow-auto"><li role="tab" tabindex="0" aria-selected="true" class="font-bold tracking-widest w-fit px-3 inline-flex py-1 uppercase border-b text-lg cursor-pointer tabItem_hGfb border-b-2 pointer-events-none border-b-2 text-[#FB923C] border-[#FB923C]">standard</li><li role="tab" tabindex="-1" aria-selected="false" class="font-bold tracking-widest w-fit px-3 inline-flex py-1 uppercase border-b text-lg cursor-pointer tabItem_hGfb border-grey-400 text-grey-400 hover:text-[#ffd4b1] hover:border-[#ffd4b1]">sec</li></ul><div class="margin-top--md"><div role="tabpanel" class="tabItem_Ymn6"><table><thead><tr><th>Name</th><th>Type</th><th>Description</th></tr></thead><tbody><tr><td>period_ending</td><td>date</td><td>The end-of-quarter date of the filing.</td></tr><tr><td>issuer</td><td>str</td><td>The name of the issuer.</td></tr><tr><td>cusip</td><td>str</td><td>The CUSIP of the security.</td></tr><tr><td>asset_class</td><td>str</td><td>The title of the asset class for the security.</td></tr><tr><td>security_type</td><td>Literal['SH', 'PRN']</td><td>The total number of shares of the class of security or the principal amount of such class. 'SH' for shares. 'PRN' for principal amount. Convertible debt securities are reported as 'PRN'.</td></tr><tr><td>option_type</td><td>Literal['call', 'put']</td><td>Defined when the holdings being reported are put or call options. Only long positions are reported.</td></tr><tr><td>voting_authority_sole</td><td>int</td><td>The number of shares for which the Manager exercises sole voting authority (none).</td></tr><tr><td>voting_authority_shared</td><td>int</td><td>The number of shares for which the Manager exercises a defined shared voting authority (none).</td></tr><tr><td>voting_authority_other</td><td>int</td><td>The number of shares for which the Manager exercises other shared voting authority (none).</td></tr><tr><td>principal_amount</td><td>int</td><td>The total number of shares of the class of security or the principal amount of such class. Only long positions are reported</td></tr><tr><td>value</td><td>int</td><td>The fair market value of the holding of the particular class of security. The value reported for options is the fair market value of the underlying security with respect to the number of shares controlled. Values are rounded to the nearest US dollar and use the closing price of the last trading day of the calendar year or quarter.</td></tr></tbody></table></div><div role="tabpanel" class="tabItem_Ymn6" hidden=""><table><thead><tr><th>Name</th><th>Type</th><th>Description</th></tr></thead><tbody><tr><td>period_ending</td><td>date</td><td>The end-of-quarter date of the filing.</td></tr><tr><td>issuer</td><td>str</td><td>The name of the issuer.</td></tr><tr><td>cusip</td><td>str</td><td>The CUSIP of the security.</td></tr><tr><td>asset_class</td><td>str</td><td>The title of the asset class for the security.</td></tr><tr><td>security_type</td><td>Literal['SH', 'PRN']</td><td>The total number of shares of the class of security or the principal amount of such class. 'SH' for shares. 'PRN' for principal amount. Convertible debt securities are reported as 'PRN'.</td></tr><tr><td>option_type</td><td>Literal['call', 'put']</td><td>Defined when the holdings being reported are put or call options. Only long positions are reported.</td></tr><tr><td>voting_authority_sole</td><td>int</td><td>The number of shares for which the Manager exercises sole voting authority (none).</td></tr><tr><td>voting_authority_shared</td><td>int</td><td>The number of shares for which the Manager exercises a defined shared voting authority (none).</td></tr><tr><td>voting_authority_other</td><td>int</td><td>The number of shares for which the Manager exercises other shared voting authority (none).</td></tr><tr><td>principal_amount</td><td>int</td><td>The total number of shares of the class of security or the principal amount of such class. Only long positions are reported</td></tr><tr><td>value</td><td>int</td><td>The fair market value of the holding of the particular class of security. The value reported for options is the fair market value of the underlying security with respect to the number of shares controlled. Values are rounded to the nearest US dollar and use the closing price of the last trading day of the calendar year or quarter.</td></tr><tr><td>weight</td><td>float</td><td>The weight of the security relative to the market value of all securities in the filing , as a normalized percent.</td></tr></tbody></table></div></div></div></div><footer class="theme-doc-footer docusaurus-mt-lg"><div class="row margin-top--sm theme-doc-footer-edit-meta-row"><div class="col"><a href="https://github.com/OpenBB-finance/OpenBBTerminal/edit/main/website/content/platform/data_models/Form13FHR.md" target="_blank" rel="noopener noreferrer" class="theme-edit-this-page"><svg fill="currentColor" height="20" width="20" viewBox="0 0 40 40" class="iconEdit_Z9Sw" aria-hidden="true"><g><path d="m34.5 11.7l-3 3.1-6.3-6.3 3.1-3q0.5-0.5 1.2-0.5t1.1 0.5l3.9 3.9q0.5 0.4 0.5 1.1t-0.5 1.2z m-29.5 17.1l18.4-18.5 6.3 6.3-18.4 18.4h-6.3v-6.2z"></path></g></svg>Edit this page</a></div><div class="col 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