---
title: "A 13F filer's portfolio style per measured closed quarter, newest first: the style band (index-like, systematic-like, concentrated, diversified active), turnover and holding-horizon bands, the measurements behind them and a plain-language reason for each band. Bands measure the filed common-share book, never the firm's own description; a quarter is measured once its filing window closes. Measurements stay with the CIK that filed them, so earlierCiks and laterCiks name the other CIKs across a CIK change."
method: GET
path: "/v1/institutions/{cik}/style-history"
tags: ["Institutions"]
---

# A 13F filer's portfolio style per measured closed quarter, newest first: the style band (index-like, systematic-like, concentrated, diversified active), turnover and holding-horizon bands, the measurements behind them and a plain-language reason for each band. Bands measure the filed common-share book, never the firm's own description; a quarter is measured once its filing window closes. Measurements stay with the CIK that filed them, so earlierCiks and laterCiks name the other CIKs across a CIK change.

`GET /v1/institutions/{cik}/style-history`

## Request

- Base URL: `https://api.equibles.com`
- URL: `https://api.equibles.com/v1/institutions/{cik}/style-history`
- Auth: HTTP bearer
- TypeScript: <https://skmtc.dev/equibles/apis/equibles-api/docs/v1/institutions/:cik/style-history/get.ts> (a function with typed inputs; its response is checked against the schema)

## Path parameters

- `cik` string, required

## Query parameters

- `limit` integer

## Response `200`

OK

- InstitutionStyleHistoryResponse: A 13F filer's style, turnover and horizon bands per measured quarter, newest first.
  - `name` string, nullable
  - `cik` string, nullable: SEC CIK, the identifier accepted by the v1/institutions/{cik}/* endpoints.
  - `latestReportDate` string, date, nullable: The filer's newest 13F report date; a later date than the newest quarter means that quarter is not measured yet.
  - `quarters` InstitutionStyleQuarterDto[], nullable: Measured closed quarters, newest first; empty until the filer's first quarter is measured.
    - `reportDate` string, date
    - `style` string, nullable: Index-like, Systematic-like, Concentrated, Diversified active or Unknown.
    - `styleToken` string, nullable: A stable token for the style, the value the MCP styles filter takes: idx, sys, conc, divact or unk.
    - `indexLikeEvidence` string, nullable: For an index-like book, the measurement that placed it (Active share or Index fund assets); otherwise null.
    - `turnoverBand` string, nullable
    - `horizonBand` string, nullable
    - `equityValue` integer: Valued common-share positions in dollars.
    - `stockCount` integer
    - `activeShare` number, double, nullable: Active share against every 13F filer's combined book that quarter.
    - `closestBenchmark` string, nullable: The benchmark the book is closest to by active share (a key from `benchmarks`); null for a quarter measured before index benchmarks.
    - `closestBenchmarkName` string, nullable
    - `closestBenchmarkAsOf` string, date, nullable: The date the closest benchmark's weights are as of.
    - `closestActiveShare` number, double, nullable: Active share against the closest benchmark, the one the index-like band reads.
    - `sectorActiveShare` number, double, nullable: Half the summed absolute differences between the book's sector weights and the combined 13F book's.
    - `benchmarks` InstitutionBenchmarkActiveShareDto[], nullable: Active share against every benchmark measured that quarter, closest first.
      - `benchmark` string, nullable: A stable benchmark key: sp-500, sp-400, sp-600, russell-1000, russell-2000, nasdaq-100, dow-jones or 13f-aggregate (every 13F filer's combined book).
      - `benchmarkName` string, nullable
      - `asOf` string, date: The date the benchmark's weights are as of: a tracking fund's report or the index's constituent list nearest the quarter end.
      - `activeShare` number, double
      - `overlap` number, double: The benchmark's weight in names the filer holds.
      - `coverage` number, double: The share of the benchmark's weight matched to tracked stocks. Active share and overlap are measured over the matched names; a benchmark under 90% is never the closest.
    - `topTenWeight` number, double, nullable
    - `effectivePositions` number, double, nullable
    - `trailingAnnualTurnover` number, double, nullable: The smaller of buys and sells over average equity value, summed over the last four quarters.
    - `holdingPeriodQuarters` number, double, nullable: Value-weighted quarters each position has been held.
    - `censoredValueShare` number, double, nullable: Share of the book already held when coverage starts, so its holding period is a floor.
    - `styleReason` string, nullable
    - `turnoverReason` string, nullable
    - `horizonReason` string, nullable
  - `earlierCiks` InstitutionCikLinkDto[], nullable: Filers whose 13F reports, and earlier measurements, continue under this CIK.
    - `name` string, nullable
    - `cik` string, nullable: SEC CIK of the other filer.
    - `predecessorLastReportDate` string, date: The predecessor's last 13F report date.
    - `successorFirstReportDate` string, date: The successor's first 13F report date, the quarter the reports continue from.
  - `laterCiks` InstitutionCikLinkDto[], nullable: CIKs that continue this filer's 13F reports and later measurements.
    - `name` string, nullable
    - `cik` string, nullable: SEC CIK of the other filer.
    - `predecessorLastReportDate` string, date: The predecessor's last 13F report date.
    - `successorFirstReportDate` string, date: The successor's first 13F report date, the quarter the reports continue from.

## Other responses

- `400`: Bad Request
- `404`: Not Found

## Changes

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

[Operation history](https://skmtc.dev/equibles/apis/equibles-api/changes/v1/institutions/:cik/style-history/get.md)

---

[API](https://skmtc.dev/equibles/apis/equibles-api.md) - [All operations](https://skmtc.dev/equibles/apis/equibles-api/llms.txt) - [OpenAPI document](https://skmtc.dev/equibles/apis/equibles-api/revisions/83f13ba1a993?raw)