13f-tracker

name	13f_tracker
plugin	portfolio-advisor
description	Poll SEC EDGAR for 13F-HR institutional filings from a target fund, download and parse holdings into structured JSON, and generate quarter-over-quarter diffs. Trigger on "check 13F", "SA LP filings", "poll for new 13F", or "show SA LP holdings".
allowed-tools	Bash, Read, Write

13F Tracker Skill

What This Skill Does

1. Polls SEC EDGAR for new 13F-HR filings vs the local cache (no API key required)
2. Downloads and parses holdings XML into structured JSON
3. Diffs the latest filing against the prior quarter — new positions, closed, increased, decreased
4. Summarises current holdings ranked by portfolio weight
5. Integrates with x-news-sweep Gate 5 (SA LP cross-check uses {CIK}_diff.json as authoritative source)

---

API

SEC EDGAR data is free, no authentication required. Rate limit ~10 req/s.

Endpoint	Purpose
https://data.sec.gov/submissions/CIK{CIK10}.json	Filing history — all 13F-HR accession numbers and dates
https://www.sec.gov/Archives/edgar/data/{CIK}/{acc}/	Filing folder — discover holdings XML filename per filing
https://www.sec.gov/Archives/edgar/data/{CIK}/{acc}/{file}.xml	Holdings data (ns1:informationTable XML)

---

Known Funds

Fund	CIK	Notes
Situational Awareness LP	0002045724	Aschenbrenner; AI/ASI infrastructure concentrated

Add more CIKs to this table as needed.

---

Commands

Daily poll (run at session start)

python3 scripts/fetch_13f.py --cik 0002045724 --poll

Compares cached latest filing date against EDGAR. Prints 🆕 New filing detected if found, then automatically downloads and diffs. Exit 0 either way.

Full initialisation (first run or catch-up)

python3 scripts/fetch_13f.py --cik 0002045724 --fetch-last 4

Current holdings summary

python3 scripts/fetch_13f.py --cik 0002045724 --summary

Quarter-over-quarter diff

python3 scripts/fetch_13f.py --cik 0002045724 --diff

All at once (poll + fetch + summary + diff)

python3 scripts/fetch_13f.py --cik 0002045724 --all

---

Data Files

All output lives in investment_screener/backend/data/13f/:

File	Contents
{CIK10}_index.json	Filing list cache — accession numbers, dates, periods
{accession_nodash}.json	Full parsed holdings for one filing
{CIK10}_diff.json	Latest vs prior quarter — new/closed/increased/decreased

Holdings JSON schema

{
  "cik": "0002045724",
  "fund": "Situational Awareness LP",
  "filing_date": "2026-02-11",
  "period_of_report": "2025-12-31",
  "accession": "0002045724-26-000002",
  "total_value_thousands": 1234567,
  "position_count": 18,
  "holdings": [
    {
      "name": "INTEL CORP",
      "cusip": "458140100",
      "title_class": "COM",
      "value_thousands": 98765,
      "value_pct": 8.2,
      "shares": 2500000,
       
       
       
    
  

Diff JSON schema

{
  "from_date": "2025-09-30",
  "to_date": "2025-12-31",
  "new_positions": [...],
  "closed_positions": [...],
  "increased": [{"name": "...", "delta_shares": 0, "delta_pct": 0.0, ...}],
  "decreased": [...],
  "unchanged": [...]
}

---

13F Filing Calendar

13F-HR filings are due 45 days after quarter-end:

Quarter	Period End	Filing Deadline
Q1	Mar 31	~May 15
Q2	Jun 30	~Aug 15
Q3	Sep 30	~Nov 15
Q4	Dec 31	~Feb 15

Run --poll daily during the two weeks around each deadline.

---

Integration: x-news-sweep Gate 5 (SA LP Cross-Check)

Gate 5 in the x-news-sweep skill says: "Flag any SA LP claim that contradicts known Q4 2025 13F data."

With this skill active, use the diff JSON instead of relying on Grok's recall:

cat investment_screener/backend/data/13f/0002045724_diff.json

Cross-check Grok's SA LP claims against new_positions, closed_positions, increased, and decreased arrays. Flag any discrepancy before applying a recommendation.

---

Hard Rules

1. Never apply an SA LP signal from Grok without cross-checking {CIK}_diff.json first
2. Run --poll at every /x-news-sweep session start during May, Aug, Nov, Feb
3. Values are in thousands — divide by 1000 for $M display
4. put_call null = common shares; "Call"/"Put" = options position

---

Sources Checked Declaration

## 13F Sources
- SEC EDGAR submissions API:   [✅ CIK 0002045724 — Situational Awareness LP]
- Latest filing cached:        [{filing_date} — period {period_of_report}]
- Holdings parsed:             [{N} positions, ${total}M AUM]
- Diff generated:              [{from_date} → {to_date}]
- Gate 5 cross-check:          [✅ diff JSON used as authoritative source]