{"app":"13flow","current_state":{"counts":{"filings":1217,"funds":45,"latest_filings":1156},"data_as_of":"2026-07-06","latest_13f":"2026-06-30","public_state":"LIVE","quality_summary":{"aum_jump_warnings":10,"degraded_funds":0,"duplicate_labels":0,"quality_gate_status":"gated","quarantined_funds":0,"review_items":11,"signal_eligible_funds":44,"stale_funds":1,"status":"review","trusted_funds":44,"unit_scale_candidates":0}},"generated_at":"2026-07-15T23:13:28+00:00","git_sha":"d002a2dd2ffce5d0fe1d0e8a1f742e18c3df0cfa","not_claimed":["validated alpha","probabilistic score","expected-return model","complete insider-only/distribution universe","x402 settlement in production"],"not_verified_yet":["Confluence v1 is not validated as alpha, probability or expected-return model","current Confluence validation metrics remain unreviewed and are not a public validation claim","full point-in-time Form 4 plus adjusted-price validation is not yet published","x402 settlement is not part of the open public surface","complete insider-only/distribution universe is not claimed","institutional deployment requires explicit written terms for support and redistribution"],"pipeline":["Ingest tracked Form 13F filings and source accession metadata from SEC EDGAR.","Normalize CIKs, accessions, issuers, CUSIPs, tickers, reported values and share counts.","Publish the market DB as a read-only artifact for public web/API use.","Expose source links so users can inspect the underlying SEC filing.","Emit data-quality warnings instead of silently correcting suspect jumps or unit-scale issues.","Serve Confluence v1 as an ordinal screen only; it is not a forecast, probability or expected-return model."],"primary_sources":[{"name":"SEC EDGAR filing and data APIs","role":"official public filing source and API documentation","url":"https://www.sec.gov/search-filings/edgar-application-programming-interfaces"},{"name":"SEC developer resources","role":"official programmatic access and developer context","url":"https://www.sec.gov/about/developer-resources"},{"name":"13FLOW live status","role":"current dataset state, counts, latest quarter and quality summary","url":"/api/live-status"},{"name":"13FLOW Confluence v1 contract","role":"frozen research-screen methodology contract","url":"/api/methodology/confluence-v1"}],"scope":"Public read-only research interface over SEC EDGAR-derived Form 13F holdings, quality warnings, source links and Confluence v1 research screens.","sellable_now":["verifiable SEC EDGAR-derived 13F data","read-only public API","scoped Pro API keys with audit and rate limits","MCP read-only integration with Pro tools failing closed","data-quality warnings and methodology contracts","25-ticker mature Form 4 joined mechanical evidence pack ready for human review"],"title":"13FLOW application methodology","truth_boundary":{"blocked_by":"A 25-ticker mature 13F + Form 4 joined artifact is mechanically schema-valid and ready for human review, but metrics remain unreviewed and are not a public alpha or validation claim.","current_artifact":{"dataset_sha256":"3ab0cebaf893520580d5dc9ae338dbcb5c8344efdb6aeb990dc4af7936f456b9","date_range":{"from":"2024-11-13","to":"2025-12-29"},"evidence_review_status":"mechanical_evidence_ready_for_review","feature_scope":"13f_form4_joined","features_sha256":"3ab0cebaf893520580d5dc9ae338dbcb5c8344efdb6aeb990dc4af7936f456b9","form4_source":"local_csv:validation_form4_liquid25_v2.csv","forward_return_coverage":{"forward_return_120d":1.0,"forward_return_20d":1.0,"forward_return_60d":1.0},"metrics_reviewed":false,"metrics_status":"minimum_schema_valid_metrics_unreviewed","path":"/var/lib/13flow/confluence_features_liquid25_v2_mature.csv","price_source":"local_csv:validation_prices_liquid25_massive.csv","prices_sha256":"not_embedded_in_status_payload","public_validation_claim":false,"publishable_as_full_validation":false,"row_count":125,"row_error_count":0,"rows_with_form4_accessions":101,"rows_with_open_market_buyers":14,"schema_status":"valid_minimum_schema","scope":"25-ticker mature 13F + Form 4 joined validation artifact","ticker_count":25,"tickers_with_open_market_buyers":9},"metrics_snapshot":{"hit_rate":0.5,"horizon_days":60,"interpretation":"weak_or_neutral_descriptive_metrics; this is not a validated alpha, forecast, probability or expected-return claim","mean_forward_return":0.004804,"model":"full_score","n":113,"rank_ic":-0.003655,"rank_ic_permutation_p":0.964072,"split":"test","top_bottom_spread":0.026515,"top_bottom_spread_ci95":[-0.078722,0.110038]},"required_next_artifact":"broader/full-universe adjusted-price and normalized Form 4 artifacts with reviewed price source, delisting treatment, costs, liquidity and no-lookahead controls","score_claim":"ordinal_heuristic_not_probability_not_expected_return","status":"mechanical_evidence_ready_for_review_metrics_unreviewed"},"user_interpretation":["13F filings are delayed regulatory disclosures, not real-time portfolios.","Reported holdings may omit non-reportable positions, shorts, derivatives or intra-quarter changes.","Ticker resolution and CUSIP mapping are operational conveniences and must keep quality metadata visible.","Screens can prioritize review, but they do not replace fundamental analysis or risk management."],"verified_now":["tracked Form 13F holdings are served from a local SEC EDGAR-derived database","public runtime state exposes deployed SHA, LIVE/DEMO/DEGRADED state and dataset counts","source accessions and SEC filing links remain inspectable from fund and stock pages","data-quality warnings are surfaced instead of silently corrected away","open public build has no browser account, retail checkout or alert upsell chrome","a 25-ticker mature 13F + Form 4 joined validation artifact is mechanically schema-valid and ready for human review"]}