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/api/v1/nport/by-series/{series_id}

Monthly filing history for one SEC series

Every published N-PORT report for one SEC series id, newest reporting month first — one row per month.

5 tokensoffset paginationSince 3.139.0

Why use this

The fund-scoped filing timeline keyed by the SEC's own series identifier (S + 9 digits). One published row per month (amendments supersede at ingest), so the list reads as a clean monthly history.

Common use case

Auditing a fund's reporting continuity month by month, or driving a month-selector before drilling into a specific filing's holdings.

The filing history of one fund, keyed by the SEC series identifier — the stable id the SEC itself assigns each fund series (a trust registrant carries many series; each series files its own monthly N-PORT).

Because amendments supersede their original at ingest, this history contains exactly one published row per reporting month: an amended month shows the NPORT-P/A row (is_amendment=true) and never both. Use it to audit continuity (a missing month is a real gap, not an amendment artifact) or as a month index before drilling into GET /api/v1/nport/{accession}/holdings.

If you only know the fund's ticker, GET /api/v1/nport/by-ticker/{ticker} performs the ticker-to-series resolution and returns the same history shape.

Parameters

NameInRequiredDefaultAllowedDescriptionExample
series_idpathrequiredSEC series identifier (S followed by 9 digits). Find it via /latest, /by-ticker/{ticker}, or the filing detail's entities roster.S000004310
limitqueryoptional100Rows per page (1-500).100
offsetqueryoptional0Pagination offset.0

Response schema

FieldTypeNullableDescription
data[]arraynoFiling summary rows for the series, newest reporting month first. Same row shape as /latest (accession_number, submission_type, is_amendment, reg_cik, reg_name, series_id, series_name, as_of, rep_pd_end, net_assets, tot_assets, filed_at, source).
meta.series_idstringnoThe series id echoed back (uppercased).
meta.paginationobjectno{ total: null, limit, offset, has_more } — page forward with offset while has_more is true.

Sample response

·
  • "status": "success"
  • "data":
    ]
  • "meta":
    • "series_id": "S000004310"
    • "pagination":
    }
}

Errors

StatusLabelDescription
200OKRequest succeeded.
400Bad RequestInvalid query, body, or path parameter.
401UnauthorizedMissing or invalid Authorization header / api_Token.
402Payment RequiredInsufficient token balance for this call. Top up
429Too Many RequestsRate limit exceeded for your tier (see /pricing for tier limits). Tier limits
500Server ErrorUnexpected server-side failure. Retry with backoff; report if persistent.

Code samples

curl "https://api.finradar.ai/api/v1/nport/by-series/S000004310?api_Token=YOUR_API_KEY&limit=100&offset=0" \
  -H "Authorization: Bearer YOUR_JWT_TOKEN"

Generate an API key in /account/credentials to run live queries (literal YOUR_API_KEY placeholder shown until then).