Statements

GET /v1/companies/{id}/statements

Each document is one statement from one filing, exactly as the company tagged it: every tag, its labels, its position, and its values. Nothing is normalized. Newest filing first. The source is the SEC’s Financial Statement Data Sets.

curl -H "X-API-Key: $BELFORT_API_KEY" \
  "https://belfort-data-api.vercel.app/v1/companies/AAPL/statements?statement=BS&form=10-K&limit=2"

Parameters

Parameter	Values	Default
statement	BS balance sheet, IS income, CF cash flow, CI comprehensive income	All four
form	A filing form, such as 10-K or 10-Q.	All periodic forms
limit	1–20 documents per page.	4
cursor	The previous page’s meta.next_cursor.

Statements come from periodic forms only: 10-K, 10-Q, 20-F, 40-F, 10-KT and their amendments.

One document

Field	Meaning
accession, filing_url	The filing, and its page on EDGAR.
statement	BS, IS, CF or CI.
form, filed	The form and the day it was filed.
amends	true when the filing is an amendment. The data sets don’t name the filing it amends.
fiscal_year, fiscal_period	The fiscal labels, when stated.
period	The filing’s balance-sheet date, rounded by the SEC to the nearest month end.
entries	One entry per tag on the statement.

Each entry:

Field	Meaning
tag	The XBRL tag.
taxonomy	The tag’s taxonomy and version, such as us-gaap/2024.
is_custom	true when the company defined the tag itself.
labels, line_numbers	The company’s own labels for the tag and their positions on the statement, in order.
negating	true when the filing displays the tag with the opposite sign.
values	The tag’s values, one per period and unit.

Each value:

Field	Meaning
period_end	The period’s end, rounded by the SEC to the nearest month end.
quarters	The period’s length in whole quarters. See below.
value	The figure as tagged, with no sign change. null when the filing left it blank.
display_value	The figure with the sign the filing displays: value, or its opposite when negating is true.
unit	Its unit, such as USD or USD/shares. One tag and period can be filed in two units, and both are listed.

Reading quarters

quarters	Means
1, 2, 3, 4 and more	About that many quarters. An eight-month period reads 3.
0 on a balance sheet	A balance at a point in time.
0 on an income or comprehensive income statement	A period of under about six weeks, such as a stub period.
0 on a cash flow statement	Usually opening or closing cash, a balance. Sometimes a period of under about six weeks. The value doesn’t say which.

What to expect

• Dimensional lines are left out; totals are kept. Segment lines, such as Apple’s Products and Services net sales, aren’t in the statement. Use Segments for revenue by segment.
• Dates are rounded. The SEC rounds period_end to the nearest month end, so Apple’s year ending Sep. 27, 2025 reads 2025-09-30. Metric points keep the filed date, so a metric and a statement for one period can differ by days.
• Labels hold ASCII only. stockholders’ reads stockholders, and accented names lose letters.
• A statement can hold values its page doesn’t print, such as a note’s figure in another currency. Take a value by its period and unit, and don’t assume every value is a printed line.
• Statements can be about a quarter behind. The SEC publishes the data sets once a quarter.

The full list is in Known limits, and the fidelity checks are on Quality.