One fund's portfolio Δ between two retained quarters

Position-level delta between two quarters for one institutional manager (CIK). Without query params: latest 2 quarters from the manifest (most-recent vs previous). With from_quarter + to_quarter: both stems validated against the manifest. Composite diff key is (cusip, put_call, title); multiple INFOTABLE rows with the same key but different investment_discretion / voting / co-manager are aggregated by sum(value)+sum(shares) before diff. filer_status_* is filed or not_filed per quarter - useful for spotting deregistration or new filings. 409 when manifest has <2 quarters and no params provided; 404 when CIK absent from BOTH stems.

Responses

🟢200OK

application/json

Composite-key position delta for one CIK across two quarters.

Bodyapplication/json

Example

{
    "data": {
        "cik": "string",
        "manager_name": "string",
        "from_stem": "string",
        "to_stem": "string",
        "filer_status_from": "filed",
        "filer_status_to": "filed",
        "positions_added": [
            {
                "issuer": "APPLE INC",
                "title": "COM",
                "cusip": "037833100",
                "figi": "string",
                "value_usd_thousands": 0,
                "shares": 0,
                "shares_type": "SH",
                "put_call": "string",
                "investment_discretion": "SOLE",
                "voting_sole": 0,
                "voting_shared": 0,
                "voting_none": 0,
                "accession": "0002085853-26-000289",
                "period_of_report": "31-DEC-2025",
                "other_manager_cik": "string",
                "other_manager_name": "string",
                "other_manager_seq": 0
            }
        ],
        "positions_removed": [
            {
                "issuer": "APPLE INC",
                "title": "COM",
                "cusip": "037833100",
                "figi": "string",
                "value_usd_thousands": 0,
                "shares": 0,
                "shares_type": "SH",
                "put_call": "string",
                "investment_discretion": "SOLE",
                "voting_sole": 0,
                "voting_shared": 0,
                "voting_none": 0,
                "accession": "0002085853-26-000289",
                "period_of_report": "31-DEC-2025",
                "other_manager_cik": "string",
                "other_manager_name": "string",
                "other_manager_seq": 0
            }
        ],
        "positions_changed": [
            {
                "cusip": "string",
                "title": "string",
                "put_call": "string",
                "value_usd_thousands_from": 0,
                "value_usd_thousands_to": 0,
                "value_usd_thousands_delta": 0,
                "shares_from": 0,
                "shares_to": 0,
                "shares_delta": 0,
                "raw_row_count_from": 0,
                "raw_row_count_to": 0
            }
        ]
    },
    "meta": {
        "endpoint": "/api/v1/fred/us/cpi",
        "data_time": "2026-04-16T14:30:00Z",
        "response_time": "2026-04-16T14:30:12Z",
        "provider": "Sugra API v1.0.1",
        "source": "string",
        "attribution": "string",
        "fallback_used": true,
        "fallback_chain": [
            "string"
        ],
        "cached": true,
        "stale": true
    }
}

🟠401Unauthorized

🟠422Parameter Error

🟠429

🔴503Service Unavailable

One fund's portfolio Δ between two retained quarters

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