lake.institutional_filings dataset schema

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Current logical schema for lake.institutional_filings

Query lake.institutional_filings using the column names and types below. The query validator and engine use this logical catalog; a field absent from an older shard returns typed NULL.

Save this page's SQL as query.sql and the runner below as query.py. Use a registered key with lake scope from Developers. The runner submits the displayed institutional_filings query once, saves its operation, waits on that same ID, saves the returned manifest and downloads its Parquet parts.

This submission has not been executed for the reference page. Inspect the SQL, dates and resource limits before running it. Reuse the request key only for this identical SQL and limits; use a new key when changing them.

python3 -m pip install nexustrade==1.42.0
export NEXUSTRADE_API_KEY="YOUR_LAKE_SCOPED_KEY"
python3 query.py

import json
from pathlib import Path
from nexustrade import NexusTradeClient

# Save the SQL displayed on this page as query.sql.
sql = Path("query.sql").read_text()
client = NexusTradeClient.from_environment()
operation = client.create_lake_query(
    {"query": sql, "limits": {"timeoutSeconds": 30, "maxRows": 50,
                              "maxResultBytes": 1048576}},
    idempotency_key="reference-institutional_filings-20261012-v1",
)
Path("query-operation.json").write_text(json.dumps(operation, indent=2))
finished = client.wait_for_lake_query(operation["id"])
if finished["status"] != "completed":
    raise RuntimeError(finished)
manifest = client.get_lake_query_manifest(operation["id"])["result"]
Path("query-manifest.json").write_text(json.dumps(manifest, indent=2))
print(json.dumps(manifest, indent=2))
for part in manifest["parts"]:
    Path(f"query-{part['part']}.parquet").write_bytes(
        client.download_lake_query_part(operation["id"], part["part"], max_bytes=1048576)
    )

The logical view is backed by canonical manifest-resolved data. Query this name rather than guessing a physical database collection or object-storage path.

`availableAt` is the point-in-time column: a row may inform a decision only when `availableAt <= as_of`. It is the end of the SEC filing date in America/New_York. Never use `periodOfReport` as availability — originals file at p50 42 days after period-end (the 45-day rule, measured).

One row per 13F submission: `submissionType` is 13F-HR, 13F-HR/A (amendment), 13F-NT (notice, no holdings) or 13F-NT/A. Amendments are versioned rows with their own `availableAt`; originals are never overwritten. `isAmendment`, `amendmentNo`, `amendmentType` carry the chain.

`cik` is the filing manager's CIK and `managerName` their name as filed. `periodOfReport` is the holdings snapshot date — what the manager held then, not when anyone could know.

`sourceUrl` is the filing's SEC EDGAR index page keyed by manager `cik` (not an issuer): https://www.sec.gov/Archives/edgar/data/{cik without leading zeros}/{accession without dashes}/{accession}-index.htm.