---
title: "Changes to An institution's Schedule 13D and 13G stakes: its latest 13D or 13G on each listed security\nit ever disclosed, held stakes first and newest event first, with the event and filing\ndates, the shares (restated onto today's split basis) and percent of class, the change since\nthe filer's previous filing on that security, a 13D's Item 4 purpose where read, and a\nstatus: current; unconfirmed (no filing in 24 months; a 13D or 13G stays in force until\namended, so the stake is kept and never assumed sold); below_threshold (the latest filing\nreports under 5%, the amendment that ends the filer's duty to amend, not necessarily the\nholding); exited (no shares); or security_retired (the issuer no longer trades in the US).\nThe default view lists current and unconfirmed stakes; view=all adds the rest. These are\nevent-dated 5% stakes, never a quarter-end portfolio: the 13F book is under\nv1/institutions/{cik}/portfolio. A filer that files only 13D or 13G resolves by CIK like any\nother."
method: GET
path: "/v1/institutions/{cik}/beneficial-ownership"
---

# Changes to An institution's Schedule 13D and 13G stakes: its latest 13D or 13G on each listed security
it ever disclosed, held stakes first and newest event first, with the event and filing
dates, the shares (restated onto today's split basis) and percent of class, the change since
the filer's previous filing on that security, a 13D's Item 4 purpose where read, and a
status: current; unconfirmed (no filing in 24 months; a 13D or 13G stays in force until
amended, so the stake is kept and never assumed sold); below_threshold (the latest filing
reports under 5%, the amendment that ends the filer's duty to amend, not necessarily the
holding); exited (no shares); or security_retired (the issuer no longer trades in the US).
The default view lists current and unconfirmed stakes; view=all adds the rest. These are
event-dated 5% stakes, never a quarter-end portfolio: the 13F book is under
v1/institutions/{cik}/portfolio. A filer that files only 13D or 13G resolves by CIK like any
other.

`GET /v1/institutions/{cik}/beneficial-ownership`

> Every recorded change to this operation, newest first.

## Timeline

Changed in 1 of 8 revisions.

- **2026-11-06** `666e06778588`: 1 info

## Changes

- **2026-11-06** `666e06778588`: 1 info
  - endpoint added

---

[Operation](https://skmtc.dev/equibles/apis/equibles-api/docs/v1/institutions/:cik/beneficial-ownership/get.md) - [API](https://skmtc.dev/equibles/apis/equibles-api.md) - [Page](https://skmtc.dev/equibles/apis/equibles-api/changes/v1/institutions/:cik/beneficial-ownership/get)