Glossary
position history
position history is time series tracking each institutional manager's stake in a single security across filing quarters, stored as one row per filer per security per quarter so stakes can be compared quarter-over-quarter. In Datadory's catalog of 1,744 datasets, 13F Info - SEC 13F Filings Browser short_description and 13F Info - SEC 13F Filings Browser coverage.granularity are working examples.
What is position history?
A time series tracking each institutional manager's stake in a single security across filing quarters, stored as one row per filer per security per quarter so stakes can be compared quarter-over-quarter.
In this catalog it appears concretely: - 13F Info - SEC 13F Filings Browser short_description — "manager pages, per-security holder lists, quarter-over-quarter comparisons, position histories and a clean JSON data endpoint". - 13F Info - SEC 13F Filings Browser coverage.granularity — "One row per manager per security per quarter". - WhaleWisdom - Hedge Fund and Institutional Holdings Tracker coverage — "13F holdings Q1 2001 to present".
Why does position history matter when choosing a dataset?
A label on a listing is not a deliverable. Teams that license on the strength of a product-name match routinely find the shipped files cover a narrower slice than they assumed, and backfilling history afterwards costs more than the license ever did.
The failure mode is concrete: the label appears in a listing, the delivered files tell a different story, and the gap surfaces mid-project when fixing it is most expensive.
You rarely have to take a vendor's word for it. 82.4% of the 1,744 datasets Datadory catalogs are free to access, and 13F Info - SEC 13F Filings Browser short_description lets you inspect the real artifact before any budget is committed.
How do you evaluate position history in a data source?
Treat every claim of this attribute as testable:
- Open 13F Info - SEC 13F Filings Browser short_description and confirm its record — "manager pages, per-security holder lists, quarter-over-quarter comparisons, position histories and a clean JSON data endpoint" — against the files you actually receive. 2. Open 13F Info - SEC 13F Filings Browser coverage.granularity and confirm its record — "One row per manager per security per quarter" — against the files you actually receive. 3. Open WhaleWisdom - Hedge Fund and Institutional Holdings Tracker coverage and confirm its record — "13F holdings Q1 2001 to present" — against the files you actually receive. 4. Pin down update cadence in writing.
Related terms
Adjacent concepts worth reading next: - json holdings endpoint - proprietary enrichment layer - SEC Form 13F
Frequently asked questions
What is an example of position history?
13F Info - SEC 13F Filings Browser short_description is the clearest example in this catalog. Its record states: "manager pages, per-security holder lists, quarter-over-quarter comparisons, position histories and a clean JSON data endpoint". Across all 1,744 datasets Datadory averages a quality score of 7.81 out of 10, so a named example can be weighed rather than trusted blindly.
Is data described as "position history" free to use?
Treat access and permission separately. 82.4% of the 1,744 datasets in this catalog are free to access, but 235 are freemium and 61 are paid outright, so confirm both the price and the license on the exact distribution before building on it.
How do I verify a source really provides position history?
Open 13F Info - SEC 13F Filings Browser short_description next to 13F Info - SEC 13F Filings Browser coverage.granularity and compare the promise with the download. Field definitions are verified for 1495 of 1,744 datasets (85.7%), which makes that check fast inside the catalog and manual outside it.
Datasets containing this field
Datasets containing position history
6 datasets carry position history in the catalog. Open one, count the fields, judge for yourself.
Berkshire Hathaway Holdings and Financial Tables (Wikipedia)
Data.gov - Utilities Catalog Search
EIA Consumption & Efficiency Surveys (RECS, CBECS, MECS)
EIA Electricity Data Browser
GLEIF API - Legal Entity and Ownership Data
GLEIF Golden Copy and Delta Files (LEI Reference Data)
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