Prioritize recent disclosures
Inspect filing dates in the returned page and ask for further pages as needed. Optional sorting supports name, short name or CIK, not filing date; the tool itself does not guarantee a newest-first sort.
Finance Agent capability
Find the Latest Institutional Filings to Read
Pineify Finance Agent surfaces recent institutional filings with the reporting entity, filing date, identifier, and available profile tags. Use it as a discovery queue for new disclosures and primary-source research, while remembering that a filing date does not make the underlying portfolio live or complete.
Opens Finance Agent with a latest-institution-filings research question ready to send.
Finance Agent in actionAI Latest Institution Filings
A discovery feed for fresh institutional disclosures
See who filed recently and decide which disclosure deserves a closer read
Institutional research often starts with timing: which entities filed recently, and which disclosures should be opened first? Finance Agent requests Unusual Whales filing metadata using an optional institution name or CIK and a single filing date. Page 1 returns 25 rows by default, up to 50 per request; cached results may be reused for an hour. It is an on-demand query, not a subscription or live alert stream.
A filing is a doorway to evidence, not a complete portfolio update. The report period can predate the submission date, and entity scope or omitted securities can change the meaning of a row. Always read the primary filing before drawing conclusions.
Use cases
Ways to use latest institution filings
Identify the reporting entity
Keep short name, legal name, identifier, and profile tags together so related entities are easier to distinguish.
Build a source-led workflow
Use the CIK and filing date to search EDGAR separately. The feed does not return an accession number, form type, report period or filing URL, so the card cannot itself open or identify a unique primary document.
Prompt examples
Filing-discovery questions you can ask Finance Agent
“Fetch the latest institution-filing metadata, page 1 with 25 rows. Group this page by filing date, show CIK and available tags, then identify the next page and the EDGAR search needed to verify each document.”“Find filing metadata for a named institution or CIK. Show its filing date and mark the report period as unavailable in this response; obtain the primary filing separately before comparing the two dates.”“For a named manager, query each date in a specified week and follow available pages. Compare CIKs without merging related legal entities, and list the primary forms still needed; there is no week-range parameter or form-document output.”
FAQ
Questions about latest institution filings
It is a recently available institutional disclosure record with the reporting entity, filing date, identifier, and available profile context.
No. It shows when the disclosure was submitted or recorded. The underlying report period can be earlier, so check both dates in the source filing.
A filing may include a public-facing name and a legal reporting name. Keeping both visible helps you distinguish entities and find the correct document.
No. It is a discovery list, not a live holdings view. Open the disclosure and account for its reporting lag and scope.
Confirm the entity, form, report period, security scope, amendments, and any notes that affect how positions or ownership should be interpreted.
Treat tags as research context for sorting and prioritization. They do not prove a mandate, strategy, asset level, or investment view.
Start with the newest disclosure, then read the source
Use the filing feed to choose what to open next, and confirm the entity, reporting period, form, and scope in the original disclosure.
Open Finance AgentFor informational and research use only. No output is investment advice or a guarantee of future performance.