Public Filings

What's inside#

This product delivers two complementary endpoints:

Filing Index (/api/v3/fundamentals/sec_filings): browse a company's filing history with filing date, form type, accession number and links to the filing on EDGAR. The index is read from SEC EDGAR first, and every answer says which source served it and how current it is. It lists every form type filed under the company, including ownership forms such as Form 4, so pass form_type to narrow it. See Where the index comes from.

Filing Extract (/api/v3/sec/filing/{ticker}/{filing_type}): structured extracts from the most recent SEC filing of a given type (10-K, 10-Q or 8-K). Returns balance-sheet summary (assets, liabilities, equity, cash), cash-flow summary (operating, investing and financing cash flow, plus a free-cash-flow proxy, with the period it covers), shares outstanding (basic, diluted, 4Q trend), filing date, filing URL, accession number and the filing's index page, from SEC EDGAR's XBRL data. It also serves the filing's own narrative sections (risk factors, MD&A, market risk, business, subsequent events), verbatim from the filing's documents on EDGAR and paged on request. See Narrative sections.

Access#

Endpoints#

Where the index comes from#

The index reads the company's filings from SEC EDGAR, the source of record. When EDGAR cannot answer, it falls back to a third-party filings index that has run weeks behind EDGAR, and the answer says so. Read source before you rely on the list:

The other fields:

• newest_item_date is the newest filing_date in items.
• is_stale on a fallback answer is true when its newest filing is more than 14 days old, so newer filings may be missing. With a form_type filter it is null: a company files a 10-K once a year, so one form's newest date cannot measure the index's lag.
• is_partial is true when EDGAR returned fewer filings than limit because only part of a heavy filer's history was read. searched_back_to gives the oldest filing date that was read, partial_note says so in words, and older filings may exist. It is null on a fallback answer.
• accepted_date is the SEC acceptance time as Eastern wall-clock time with no offset. accepted_date_timezone names that zone: America/New_York.
• filing_date is the filing date at midnight, with no zone.
• On EDGAR rows, cik is the company's CIK. url is the filing's index page and report_url its primary document, both under the company's folder in the EDGAR archive.

An EDGAR answer is cached for up to 5 minutes and a fallback answer for 1 minute, so a new filing can take up to about 10 minutes to appear after EDGAR lists it.

Narrative sections#

text_sections holds the filing's own narrative sections, with the text verbatim from the filing:

An 8-K has none of them: every section is not_applicable, and its text is in the filing at filing_url.

Text comes only with sections. Without it, no document is read: each section carries its status, heading and chars_total when an earlier call has read the filing, or available_on_request when none has, and text is null. Call again with sections=<name> (or sections=all) to read the text. Asking for sections does not change the price.

Each section object has status, heading (up to 120 characters, or null), text, chars_total, offset, chars_returned, truncated and next_offset (null unless truncated). Depending on the case it adds document_url (the text lives in another document of the filing, such as an Exhibit 13 annual report), points_to, reference (the filing's own pointer sentence) and note.

text_sections._status sums up the sections you asked for (or all of them): extracted, partial, not_extracted or available_on_request. When a section is missing, text_sections.note says what to do, for example read the 10-K for a 10-Q that points to it.

Paging. A section longer than max_chars comes back with truncated: true and next_offset. Call again with that one section in sections and offset=<next_offset>. The cut falls at a paragraph, sentence or word, so chars_returned can be a little under max_chars. Paragraphs are separated by a blank line and table cells by |; page numbers and running headers are removed.

Other fields.

• accession_index_url is this filing's own index page on EDGAR, listing every document and exhibit it contains.
• cash_flow_summary.period gives the period of the cash flows: start, end, months and basis, which is fiscal_year or year_to_date. A 10-Q's cash flows are year to date: NVDA's second-quarter 10-Q covers six months.
• shares_outstanding.diluted_trend_4q holds one diluted share count per quarter end, the three-month figure, each with its start. A quarter end used to appear twice, once for the quarter and once for the year to date.

Errors. An unsupported filing_type is 400 unsupported_filing_type, an unknown section name 400 unsupported_section, and a non-zero offset without exactly one section 400 offset_needs_one_section. max_chars or offset out of range is 422. When SEC EDGAR cannot be read, the route answers 503 with error: "upstream_unavailable". None of these is billed. A ticker SEC does not list, or a company with no filing of that type, answers 200 with error: "ticker_not_in_sec_index" or "no_filing_found".

Examples#

Bash / curl: fetch the last 10 filings for AAPL, then extract the latest 10-K:

export WEALTHNOW_API_KEY="wn_..." # Index: list recent 10-K filingscurl -H "Authorization: Bearer $WEALTHNOW_API_KEY" \  "https://firm.wealthnow.io/api/v3/fundamentals/sec_filings?ticker=AAPL&form_type=10-K&limit=10" # Extract: get the latest 10-K filing summarycurl -H "Authorization: Bearer $WEALTHNOW_API_KEY" \  "https://firm.wealthnow.io/api/v3/sec/filing/AAPL/10-K"

Illustrative response to GET /api/v3/fundamentals/sec_filings?ticker=AAPL&form_type=10-K&limit=1, built from EDGAR's AAPL filing list on 2026-09-24. It is not a live capture of this route:

{  "ok": true,  "timestamp": "2026-09-24T22:00:00+00:00",  "ticker": "AAPL",  "form_type": "10-K",  "items": [    {      "ticker": "AAPL",      "filing_date": "2025-10-31 00:00:00",      "accepted_date": "2025-10-31 06:01:26",      "form_type": "10-K",      "cik": "320193",      "url": "https://www.sec.gov/Archives/edgar/data/320193/000032019325000079/0000320193-25-000079-index.htm",      "report_url": "https://www.sec.gov/Archives/edgar/data/320193/000032019325000079/aapl-20250927.htm",      "accession_number": "0000320193-25-000079"    }  ],  "source": "sec-edgar",  "newest_item_date": "2025-10-31",  "is_stale": false,  "is_partial": false,  "accepted_date_timezone": "America/New_York"}

Extract response to GET /api/v3/sec/filing/AAPL/10-K, from a capture of 2026-09-23, abbreviated and shown with the fields added on 2026-09-29 (their values elided):

{  "ok": true,  "ticker": "AAPL",  "filing_type": "10-K",  "cik": "0000320193",  "filing_date": "2025-10-31",  "accession_number": "0000320193-25-000079",  "filing_url": "https://www.sec.gov/Archives/edgar/data/320193/000032019325000079/aapl-20250927.htm",  "accession_index_url": "https://www.sec.gov/Archives/edgar/data/320193/000032019325000079/0000320193-25-000079-index.htm",  "balance_sheet_summary": {    "as_of": "2026-06-27",    "total_assets": 383266000000,    "total_liabilities": 275746000000,    "stockholders_equity": 107520000000,    "cash_and_equivalents": 39544000000  },  "cash_flow_summary": {    "operating_cf": 116996000000,    "investing_cf": -18811000000,    "financing_cf": -94575000000,    "free_cash_flow_proxy": 98185000000,    "period": { "start": "...", "end": "...", "months": "...", "basis": "..." }  },  "shares_outstanding": {    "basic_latest": 14656110000,    "diluted_latest": 14714676000,    "diluted_trend_4q": [ { "start": "...", "end": "2026-03-28", "val": 14768115000 } ]  },  "text_sections": {    "_status": "available_on_request",    "risk_factors": { "status": "available_on_request", "heading": null, "text": null, "chars_total": 0, "offset": 0, "chars_returned": 0, "truncated": false, "next_offset": null, "note": "Text available with sections=risk_factors." },    "...": "business, mda_discussion, quantitative_market_risk and material_subsequent_events have the same shape"  },  "data_freshness": "2025-10-31",  "source": "SEC EDGAR JSON API (data.sec.gov)"}

The summaries are not guaranteed to come from the filing you asked for. balance_sheet_summary carries its own as_of: in this capture the 10-K was filed on 2025-10-31, but balance_sheet_summary.as_of is 2026-06-27, so check it before labelling the figures as the 10-K's. cash_flow_summary.period says which period the cash flows cover (basis fiscal_year or year_to_date), so check it the same way before labelling the figures as the 10-K's.

free_cash_flow_proxy is operating cash flow minus the absolute value of total investing cash flow (in this capture, 116,996,000,000 minus 18,811,000,000 is 98,185,000,000), not operating cash flow minus capital expenditure. Acquisitions and purchases of securities pull it down, so it can sit far below conventional free cash flow, or below zero. For free cash flow as operating cash flow minus capital expenditure, use free_cash_flow from the cash-flow statements on Fundamentals.

Python / requests:

import os, requests FIRM_BASE = "https://firm.wealthnow.io"KEY = os.environ["WEALTHNOW_API_KEY"]headers = {"Authorization": f"Bearer {KEY}"} # Index: list filingsresp = requests.get(    f"{FIRM_BASE}/api/v3/fundamentals/sec_filings",    params={"ticker": "AAPL", "limit": 10},    headers=headers,    timeout=30,)resp.raise_for_status()data = resp.json()  # {"ok": true, "timestamp": "...", "ticker": "AAPL", "form_type": null, "items": [...], "source": "sec-edgar", ...}print(f"Found {len(data['items'])} filings from {data['source']}")if data.get("is_stale") or data.get("is_partial"):    print(data.get("staleness_note") or data.get("partial_note"))for filing in data["items"][:3]:    print(f"  {filing['filing_date'][:10]} {filing['form_type']} {filing['accession_number']}") # Extract: get filing summaryresp = requests.get(    f"{FIRM_BASE}/api/v3/sec/filing/AAPL/10-K",    headers=headers,    timeout=30,)resp.raise_for_status()extract = resp.json()  # {"ok": true, "timestamp": "...", "balance_sheet_summary": {...}, ...}print(f"Filing date: {extract.get('filing_date')}")print(f"Assets: ${extract['balance_sheet_summary'].get('total_assets'):,.0f}")print(f"FCF proxy: ${extract['cash_flow_summary'].get('free_cash_flow_proxy'):,.0f}") # Narrative: read the risk factors, page by pageparams = {"sections": "risk_factors", "max_chars": 20000}while True:    resp = requests.get(f"{FIRM_BASE}/api/v3/sec/filing/AAPL/10-K", params=params, headers=headers, timeout=60)    resp.raise_for_status()    rf = resp.json()["text_sections"]["risk_factors"]    if rf["status"] not in ("extracted", "no_material_changes", "incorporated_by_reference"):        print(rf["status"], resp.json()["text_sections"].get("note"))        break    print(rf["text"])    if not rf["truncated"]:        break    params["offset"] = rf["next_offset"]

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