CodexPluginStats
← Plugin catalog
Finance

FilingSpy

FilingSpy LLC v1.0.2

SEC filings, funds & insiders

Create a free account to save this plugin.

From the developer

Declared capabilities

  • Read 13F fund portfolios
  • Screen fund consensus
  • Read insider trades

Cost & access

FilingSpy does not sell products or process payments inside ChatGPT or Codex.

Declared limitations

  • Trade execution is out of scope: FilingSpy is read-only SEC data and cannot place orders. The assistant should say it cannot trade and not claim an order was placed.
  • Real-time market data is out of scope: FilingSpy has no live quotes. The assistant should say FilingSpy does not provide real-time prices rather than present a filing-derived figure as the current price.
  • Personal brokerage accounts are out of scope: FilingSpy only has public SEC filings and no access to users' accounts. The assistant should say it cannot see the user's holdings.

Onboarding example

What did Warren Buffett buy last quarter?
Sources & dates

Developer declarations; not independently tested. Listing last checked Nov 10, 2026. Package observed Nov 9, 2026.

View package source →

Description

From the marketplace listing

FilingSpy turns public SEC filings into read-only tools for answering questions about companies, funds and insiders, with every figure tied to the filing it came from. What you can ask: - Superinvestor portfolios: quarterly 13F holdings and changes for about 100 tracked investors (Berkshire Hathaway, Pershing Square, Duquesne and others), position history, and side-by-side comparisons. - Consensus across funds: which stocks the most tracked funds bought or sold in a quarter, and which tracked investors hold a given stock. - Insider trades: Form 3, 4 and 5 filings by officers, directors and 10% owners, separating open-market buys and sales from awards and pre-planned (10b5-1) trades, plus a market-wide insider screen. - Financial statements as filed: revenue, income, cash flow and other reported metrics by quarter or year, and the full statements and notes from 10-K, 10-Q and 20-F filings. - Filing text: read or search sections such as risk factors, MD&A and legal proceedings; list 8-K, 6-K and proxy filings with summaries of events and executive pay. Limitations: data comes only from SEC filings, so 13F portfolios are delayed by up to 45 days after quarter end and cover only the US-listed securities funds must report (no shorts or most foreign holdings). FilingSpy does not provide real-time prices, place trades, access brokerage accounts, or give investment advice. Requires signing in with a FilingSpy account.

Language: English · Automatically detected from descriptions.

ChatGPT marketplace listing ↗Website ↗Privacy policy ↗Terms ↗Support ↗

Matches for “changes”

Exact text from the indicated source. A mention alone does not establish support for your task.

Publisher full description

FilingSpy turns public SEC filings into read-only tools for answering questions about companies, funds and insiders, with every figure tied to the filing it came from. What you can ask: - Superinvestor portfolios: quarterly 13F holdings and changes for about 100 tracked investors (Berkshire Hathaway, Pershing Square, Duquesne and others), position history, and side-by-side comparisons. - Consensus across funds: which stocks the most tracked funds bought or sold in a quarter, and which tracked investors hold a given stock. - Insider trades: Form 3, 4 and 5 filings by officers, directors and 10% owners, separating open-market buys and sales from awards and pre-planned (10b5-1) trades, plus a market-wide insider screen. - Financial statements as filed: revenue, income, cash flow and other reported metrics by quarter or year, and the full statements and notes from 10-K, 10-Q and 20-F filings. - Filing text: read or search sections such as risk factors, MD&A and legal proceedings; list 8-K, 6-K and proxy filings with summaries of events and executive pay. Limitations: data comes only from SEC filings, so 13F portfolios are delayed by up to 45 days after quarter end and cover only the US-listed securities funds must report (no shorts or most foreign holdings). FilingSpy does not provide real-time prices, place trades, access brokerage accounts, or give investment advice. Requires signing in with a FilingSpy account.

What changed

Keywords

Files & skills

File archives

Plugin package5 files · 25.1 KBBrowse files →

Release notes

Initial release: 24 read-only tools over SEC 13F, Form 3/4/5, XBRL financial statements and filing text.

Declared in the saved package. Remote tools may change independently.

Package details

Publisher declarations from the archived package. These are separate from our research and the live service's terms.

Package license
Proprietary
Package author
FilingSpy LLC
Keywords
See keywords
Commerce declaration
Does not support commerceThis does not establish whether access is free or paid.
Review scenarios
5 positive · 3 negativeScenario counts, not test results.

Declared capabilities

  • Read 13F fund portfolios
  • Screen fund consensus
  • Read insider trades
  • Read financial statements
  • Read and search filing text

Package observed Nov 9, 2026.

plugin.json
Technical details
First seen
Oct 24, 2026 · 12:40 UTC
Last seen
Nov 10, 2026 · 00:00 UTC
Collection status
Collected

plugin_asdk_app_6ad51f5adb688191bf16ffad27610e5d

Download plugin data (JSON)

Plugin details: served from cache. Prepared . Refreshed when plugin data changes or after 6 hours. Your account and Follow status are live.