🏛️ SEC 13F Portfolio Change Watch

Institutional 13F holdings reports, amendments and notice filings.

Output is one filing_record row per result; billing is pay-per-event, the value event being one portfolio change delta (a $0.02 start fee per run, then $0.10 per portfolio change delta plus one $0.10 source check per run that reads the source). Source: www.sec.gov.

No login, no API key and no CAPTCHA solving are involved: the source is read logged-out with an identified contact User-Agent.

📊 Sample Output

Real rows from run CbTBBM4pFx59iQtGi on build 0.1.20 (2026-09-17), the same input as the Quick start below — every value is as the source published it (emails masked, long text shortened):

accession	form	cik	company	filed_date	filing_url
0001172661-26-002774	13F-HR	1817648	ABSOLUTE CAPITAL MANAGEMENT, LLC	20260724	https://www.sec.gov/Archives/edgar/data/1817648/0001172661-26-002774.t
0001172661-26-002791	13F-HR	2012003	ALLEN WEALTH MANAGEMENT, LLC	20260724	https://www.sec.gov/Archives/edgar/data/2012003/0001172661-26-002791.t
0001811827-26-000004	13F-HR	1811827	ARQ WEALTH ADVISORS, LLC	20260724	https://www.sec.gov/Archives/edgar/data/1811827/0001811827-26-000004.t
0001951757-26-001031	13F-HR	2113621	ARWA LLC	20260724	https://www.sec.gov/Archives/edgar/data/2113621/0001951757-26-001031.t
0002013339-26-000003	13F-HR	2013339	Abel Hall, LLC	20260724	https://www.sec.gov/Archives/edgar/data/2013339/0002013339-26-000003.t
0001580642-26-004575	13F-HR	1913464	AlphaCentric Advisors LLC	20260724	https://www.sec.gov/Archives/edgar/data/1913464/0001580642-26-004575.t
0001910168-26-000006	13F-HR	1910168	Ameliora Wealth Management Ltd.	20260724	https://www.sec.gov/Archives/edgar/data/1910168/0001910168-26-000006.t
0001398344-26-012645	13F-HR	1803519	Aprio Wealth Management, LLC	20260724	https://www.sec.gov/Archives/edgar/data/1803519/0001398344-26-012645.t

The run finished with the status message: NORMAL: emitted 10 item(s)

✅ What you get

Each row is flat JSON with these fields (from the dataset schema and the sample run; a field the source does not publish for a given row is null):

• record_key (string/null) — e.g. 1817648:0001172661-26-002774
• accession — e.g. 0001172661-26-002774
• form — e.g. 13F-HR
• cik — e.g. 1817648
• company — e.g. ABSOLUTE CAPITAL MANAGEMENT, LLC
• filed_date — e.g. 20260724
• filing_url — e.g. https://www.sec.gov/Archives/edgar/data/1817648/0001172661-26-002774.txt
• index_url — e.g. https://www.sec.gov/Archives/edgar/daily-index/2026/QTR3/form.20260724.idx
• record_type (string) — e.g. filing_record
• delta_type (string/null) — null in every sample row

Every run also writes a RUN_RECEIPT record to its key-value store with the source checks it made and the counts it charged — diagnostics never land in the paid dataset.

⚙️ Sample inputs

1. Quick start — the Store example (this is what the sample above came from)

{
  "date": "2026-07-24",
  "lookback_days": 5,
  "cik_filter": [],
  "company_contains": [],
  "watch_mode": false,
  "baseline_id": "default",
  "max_items": 10
}

The sample run charged exactly: 1 × $0.02 apify-actor-start + 1 × $0.10 source-check + 0 × $0.10 portfolio-change-delta = $0.12 on the Free tier — snapshot preview rows are delivered unbilled; only the source check and the start fee were charged.

2. A smaller, narrowed run

{
  "date": "2026-07-24",
  "lookback_days": 5,
  "cik_filter": [],
  "company_contains": [],
  "watch_mode": false,
  "baseline_id": "default",
  "max_items": 5
}

Caps the run at 5 rows; same billing shape as the sample run above. date narrows what the source is asked for.

3. Watch mode on a schedule

{
  "date": "2026-07-24",
  "lookback_days": 5,
  "cik_filter": [],
  "company_contains": [],
  "watch_mode": true,
  "baseline_id": "default",
  "max_items": 10
}

The first run seeds a private baseline and emits zero deltas; every later run emits one row per change, billed at $0.10 each plus the $0.10 source check; billed deltas are capped at 500 per run.

🧾 JSON sample record

One real record from run CbTBBM4pFx59iQtGi, exactly as it lands in the dataset (emails masked, long text shortened):

{
  "record_key": "1817648:0001172661-26-002774",
  "accession": "0001172661-26-002774",
  "form": "13F-HR",
  "cik": "1817648",
  "company": "ABSOLUTE CAPITAL MANAGEMENT, LLC",
  "filed_date": "20260724",
  "filing_url": "https://www.sec.gov/Archives/edgar/data/1817648/0001172661-26-002774.txt",
  "index_url": "https://www.sec.gov/Archives/edgar/daily-index/2026/QTR3/form.20260724.idx",
  "record_type": "filing_record",
  "schema_version": "1.0",
  "output_mode": "preview",
  "preview_cap": 25,
  "preview_truncated": 0
}

🔧 How it works

Transport. Plain HTTPS from the Apify platform, no proxy. Every request carries an identified contact User-Agent.

Charging. Each portfolio change delta is charged at the moment it is pushed (portfolio-change-delta); a row that fails to charge is not delivered, so the dataset count always equals the charged count. One source-check is charged per run that actually read the source.

Source

SEC EDGAR daily-index form.idx (public, logged-out)

• https://www.sec.gov/Archives/edgar/daily-index/{year}/QTR{q}/form.{yyyymmdd}.idx

Public, logged-out only — no API key, login, cookie or CAPTCHA.

Snapshot mode is a PREVIEW

watch_mode: false returns a preview only: at most 25 records, hard-capped in code regardless of max_items. Preview records carry output_mode: "preview" with preview_cap and preview_truncated. It charges no value event. This actor sells change detection, not bulk record export — use watch mode for the feed.

Watch semantics

The first watch run stores a private baseline and emits zero deltas. Later runs emit NEW / CHANGED / REMOVED keyed on the source-native id, with before / after and changed_fields.

Terminal states

NORMAL · SUCCEEDED-0: GENUINE_EMPTY · PARTIAL · BLOCKED. A zero with no evidence FAILS loud rather than exiting 0 quietly.

What is not done. No login, no cookie or CAPTCHA bypass, no private or personal-account data, no browser automation.

⏰ Set it on a schedule

A single run is a snapshot. The value is the feed: open the actor in Apify Console → Schedules → Create new, add this actor with input 3 above (watch_mode: true), and pick a cadence:

• Daily — 0 7 * * * (07:00 UTC): catch changes within a day.
• Weekly — 0 7 * * 1: a Monday digest.

The baseline persists in a named key-value store between runs, so every scheduled run compares against the last one; use a different baseline_id for independent watches. Schedules can also POST results to a webhook (Console → Integrations).

💰 Pricing example

Event	Free	Bronze	Silver	Gold
Actor Start (apify-actor-start)	$0.02	$0.02	$0.02	$0.02
Source check (source-check)	$0.10	$0.09	$0.08	$0.07
Portfolio change delta (portfolio-change-delta)	$0.10	$0.09	$0.08	$0.07

Worked at the live Free-tier price (watch mode, one delta per change):

• 8 portfolio change deltas: $0.02 start + $0.10 source check + 8 × $0.10 = $0.92
• 25 portfolio change deltas: $0.02 start + $0.10 source check + 25 × $0.10 = $2.62
• 500 portfolio change deltas: $0.02 start + $0.10 source check + 500 × $0.10 = $50.12

A run that delivers zero rows charges the $0.02 start fee plus the $0.10 source check (the source was read and reported empty). A BLOCKED run (source refused) fails loud and charges no value event. The start fee is charged once per GB of run memory; the default run memory is 1024 MB.

Yield on the sample run: NORMAL: emitted 10 item(s). max_items is a hard ceiling on what is delivered and billed, never a target. Snapshot output is capped at 25 records regardless of the cap you set; watch mode is the full feed.

⚖️ Legal & ToS

This actor reads public, logged-out pages and feeds published by www.sec.gov. It collects only what the source publishes to any visitor, identifies itself with a contact User-Agent, and does not access accounts, private data or anything behind authentication. Use the output in line with the source's terms and your local law; the intended use is B2B research and monitoring.

❓ FAQ

Q: Do I need an API key or a login?
A: No. The source (www.sec.gov) is read logged-out; the input schema has no key field and the actor carries no secrets.

Q: Why did my run return 0 rows?
A: Read the run's status message. GENUINE_EMPTY means the source was read and had nothing in scope for your input (in watch mode the first run always seeds the baseline and returns zero deltas); BLOCKED means the source refused and the run failed without billing a value event — retry later or narrow the input. A zero-row run bills the start fee plus one source check.

Q: How many rows can one run return?
A: Up to max_items (default 500); snapshot previews stop at 25. Raise the cap for a bigger run; you pay per delivered row.

Q: What does watch mode remember between runs?
A: A private baseline of source-native record ids in a named key-value store (baseline_id names it, so several independent watches can coexist). Each later run diffs the live source against it and emits only changes.

Q: How fresh is the data?
A: Every run reads the source live at run time; nothing is cached between runs except the watch baseline. Put it on a schedule for a continuous feed.

Q: What formats can I export?
A: The dataset downloads as JSON, CSV, Excel, XML or RSS from the run's Dataset tab or the Apify API, and any run can push to a webhook or integration.

Q: How is this different from the other SEC filing watches actors?
A: Same output shape and billing model; this one covers www.sec.gov. The siblings under Related Actors cover the other sources or slices — run several on one schedule for a combined feed.

🆘 Troubleshooting

• Run FAILED with BLOCKED → the source refused the request or changed its page shape → nothing was billed beyond the start fee; retry after a while, and if it persists open an Issue with the run id.
• Status says CAPPED → your cap (max_items) was reached → raise it for a bigger run.
• Input validation error on start → a field is outside the schema's allowed values → start from the Quick start block and change one field at a time.
• Run TIMED-OUT → a very wide request on a slow day → raise the run timeout in Run options or narrow the input; what was delivered before the timeout is still in the dataset.
• First watch run shows no deltas → expected: it seeds the baseline; changes appear from the second run.

🔗 Related Actors

• 🏛️ SEC Form ADV Adviser Watch — RIA Change Feed — SEC Form ADV / IAPD watch — new and changed investment advisers (RIA/ERA): registrations, AUM bands, status changes. Delta feed
• SEC 8-K Material-Event Watch — Turns newly filed SEC Form 8-K / 8-K/A material-event filings on your issuers into a typed material-event feed
• SEC 13D/13G Beneficial Ownership Watch — Schedule 13D/13G beneficial-ownership filings and amendments
• SEC Form 4 Insider Transaction Watch — Insider-transaction filings (Form 4) as they hit the EDGAR daily index
• SEC NPORT-P Fund Exposure Watch — Monthly NPORT-P fund portfolio-exposure filings
• 🏢 About NexGenData — NexGen Watch is NexGenData's fleet of 256 public monitoring and lookup actors built on official sources, pay-per-result. Browse the catalog at apify.com/nexgenwatch.

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