From a filing to the companies on the other side of it

From a filing to the companies on the other side of it

Starts when: A supplier warns on demand and you need to know who else is exposed before the read-across is priced.

The exposure that matters is usually one step away from the company that reported. The sequence starts at the filing, then walks outward to customers, suppliers and the holders who are positioned in all of them.

1. 01

   Stock Overview

   DES · Macro plan

   Open the company: filings, segment revenue, estimates and the news around it.

   You get: Segment and geographic revenue split straight from the XBRL facts in its own filings.

2. 02

   Supply Chain

   SPLC · Professional plan

   Walk the customer and supplier graph, including the reverse lookup.

   You get: Named relationships extracted from a company's SEC filing, with the accession number of the filing they came from recorded alongside them.

3. 03

   Stock Valuation

   VAL · Professional plan

   Re-run the valuation on the exposed names under the new assumption.

   You get: A valuation whose inputs you can see and change, not a single fair-value number.

4. 04

   13F Data

   13F · Professional plan

   Check who holds the cluster and how crowded the position already is.

   You get: Holder overlap and crowding across the affected names, at 13F reporting lag.

Limits. Supply-chain relationships are extracted from filing text by a language model and carry its error rate; the source filing is recorded so you can go and read it. 13F data is quarterly and lagged by up to 45 days, so it describes where holders were, not where they are.