Coverage

Before any data reaches this site, pipeline/verificar.py runs five checks. Any failure blocks publication rather than degrading it quietly.

1. The sum of every position's value must match the tableValueTotal on the filing's own cover page, within 1%.
2. The number of rows read must equal the tableEntryTotal declared on that cover page.
3. Unclassified holdings must stay below 3% of the value read; above that, the missing CUSIPs are named and the build stops.
4. Every portfolio's sector allocation must sum to 100%.
5. At least two quarters must be on file — with one quarter there is no rotation to show.

One consequence worth naming: the value field came in thousands of dollars in older filings and in whole dollars from 2023, and some filers still use thousands. The unit is inferred from the median price implied by value divided by shares, with the schema date only as fallback; the filing cover total then verifies the sum. Without that check a smaller portfolio can appear a thousand times larger than it is.