Rebuild a historical view

Use this workflow when you need to answer a concrete historical question such as: what did this company statement look like on a particular date?

Goal

Example question:

What income statement for Apple was knowable on 2024-01-01?

Resolve the issuer

Start with the canonical company record.

GET /v1/edgar/companies:resolve?ticker=AAPL

Persist the returned cik.

Inspect statement history

List statements for the issuer and filter the reporting shape you care about.

GET /v1/edgar/companies/{cik}/statements?statement_type=INCOME_STATEMENT&page=1&page_size=10

If you need explicit change history for a reporting period, inspect the restatement timeline:

GET /v1/edgar/companies/{cik}/statements/restatement-timeline?statement_type=INCOME_STATEMENT&fiscal_year=2023&fiscal_period=FY

Reconstruct the historical snapshot

Anchor the query to the historical boundary directly.

GET /v1/edgar/as-of/2024-01-01/financials/{cik}

That response is the cleanest reconstruction of what was knowable on that date.