gloomberb 0.18.2 → 0.18.4

package/src/plugins/builtin/help/index.tsx

@@ -267,8 +267,17 @@ function HelpPane({ focused, width, height }: PaneProps) {
         entry("place", ["Enter", "Arrows"], "With a tool picked, Enter starts it at the cursor, the arrows move its end, and Enter finishes it."),
         entry("drawings", ["[", "]"], "With a drawing tool picked, pick a drawing."),
         entry("colour", ["c", "Backspace"], "Cycle the drawing colour, or delete the picked drawing (the last one while a drawing tool is picked)."),
-        entry("zoom-pointer", ["Ctrl+Scroll"], "Zoom around the pointer."),
-        entry("zoom-keys", ["+/-", "0"], "Zoom the focused chart in or out, or reset it."),
+        entry("zoom-pointer", shortcutDisplayMode === "terminal" ? ["Ctrl+Scroll"] : ["Ctrl+Scroll", "Pinch"], "Zoom time around the pointer."),
+        entry("time-axis", ["Drag"], "On the time axis, zoom time: left zooms in, right zooms out. Double-click fits it again."),
+        entry("value-axis", ["Drag", "Scroll"], "On a value axis, stretch or squeeze that panel's values. Dragging the plot then moves them too."),
+        entry("value-fit", ["Double-click", "Auto"], "Fit a hand-scaled panel's values again, from its axis or the Auto button at its foot."),
+        entry("zoom-keys", ["+/-", "0"], "Zoom the focused chart in or out, or reset it, values included."),
+        shortcutDisplayMode === "terminal"
+          ? entry("panel-height", ["Shift+Up/Down"], "Make the top panel taller or shorter; Reset Panel Heights in the pane menu puts back the split.")
+          : entry("panel-height", ["Drag", "Shift+Up/Down"], "Drag the line between two panels to resize them, double-click it for the default split; Shift+Up and Shift+Down resize the top panel."),
+        entry("panel-max", ["Double-click"], "Double-click a panel to give it the whole chart, and again to show every panel."),
+        entry("tools-hide", ["Shift+T"], "Hide the drawing tools to a single button, or show them again."),
+        entry("legend-fold", ["Shift+L"], "Fold the legend to its first series and a count of the rest, or open it again."),
       ],
     },
     {
@@ -334,7 +343,7 @@ function HelpPane({ focused, width, height }: PaneProps) {
             )}
 
             <Box flexDirection="column" gap={1}>
-              <SectionHeading title="How To Use Gloomberb" />
+              <SectionHeading title="How To Use Gloom" />
               <Box flexDirection="column">
                 <Text fg={colors.textDim} wrapText>{t("Click anything to use it; the keys shown beside actions are shortcuts.")}</Text>
                 <Text fg={colors.textDim} wrapText>
@@ -413,6 +422,7 @@ export const helpModule: PluginModule = {
       name: "Help",
       icon: "?",
       component: HelpPane,
+      reportFreshness: { status: "not-a-feed", basis: "documentation" },
       defaultPosition: "right",
       defaultMode: "floating",
       defaultFloatingSize: { width: 88, height: 32 },

package/src/plugins/builtin/holders/beneficial-model.ts

@@ -1,7 +1,7 @@
 import type { BeneficialOwnerFiling, BeneficialOwnerStatus } from "../../../api-client/beneficial-owners";
 import type { DataTableColumn } from "../../../components";
 import type { HolderRecord } from "../../../types/financials";
-import { clipToDisplayWidth, displayWidth, formatCompact } from "../../../utils/format";
+import { clipToDisplayWidth, displayWidth, formatCompact, MISSING_VALUE } from "../../../utils/format";
 import { compareSortValues, type SortDirection } from "../../../utils/sort-values";
 import { matchFilerToHolder, type Holder13FMatch } from "./thirteenf-match";
 
@@ -98,11 +98,8 @@ export function thirteenFAction(holder: HolderRecord | undefined): ThirteenFActi
     if (changeShares > 0 && prior === 0) return { label: "NEW", value: Number.POSITIVE_INFINITY };
     if (prior > 0) return { label: signedPercent(changeShares / prior), value: changeShares / prior };
   }
-  if (changePercent != null && Number.isFinite(changePercent)) {
-    // The Table tab reads a provider's change the same way: a fraction up to 1, percent points above.
-    const fraction = Math.abs(changePercent) <= 1 ? changePercent : changePercent / 100;
-    return { label: signedPercent(fraction), value: fraction };
-  }
+  // A holder record's change is a fraction of the prior position, as the Table tab reads it.
+  if (changePercent != null && Number.isFinite(changePercent)) return { label: signedPercent(changePercent), value: changePercent };
   return null;
 }
 
@@ -166,9 +163,9 @@ export function stakeToday(
   return { percent, sharesOutstanding };
 }
 
-/** `about 49.4% on 35.26M sh today`. */
-export function formatStakeToday(today: StakeToday): string {
-  return `about ${formatClassPercent(today.percent)} on ${formatCompact(today.sharesOutstanding)} sh today`;
+/** `about 49.4% on 35.26M sh today`, or `as of 2026-09-03` for a count dated by its filing. */
+export function formatStakeToday(today: StakeToday, sharesOutstandingAsOf?: string | null): string {
+  return `about ${formatClassPercent(today.percent)} on ${formatCompact(today.sharesOutstanding)} sh ${sharesOutstandingAsOf ? `as of ${sharesOutstandingAsOf}` : "today"}`;
 }
 
 function beneficialFormLabel(filing: Pick<BeneficialOwnerFiling, "kind" | "amendment">): string {
@@ -308,7 +305,7 @@ export function formatPercentOfClass(
 ): string {
   const value = row.filing.percentOfClass;
   const mark = marker ? stakeMarker(row.stake) : "";
-  if (value == null) return mark || "-";
+  if (value == null) return mark || MISSING_VALUE;
   return mark ? `${formatClassPercent(value)} ${mark}` : formatClassPercent(value);
 }
 
@@ -320,7 +317,7 @@ export function formatPointChange(value: number | null): string {
 }
 
 export function formatOwnerShares(value: number | null): string {
-  return value == null ? "-" : formatCompact(value);
+  return value == null ? MISSING_VALUE : formatCompact(value);
 }
 
 /**

package/src/plugins/builtin/holders/beneficial-report.ts

@@ -14,7 +14,7 @@ import {
   type BeneficialSortPreference,
 } from "./beneficial-model";
 import { buildRows } from "./table-model";
-import { formatCompact } from "../../../utils/format";
+import { formatCompact, MISSING_VALUE } from "../../../utils/format";
 
 /** What `holders --form` lists: the 13F table, or the 13D/13G beneficial owners. */
 export type HolderForm = "13f" | "13d" | "13g" | "all";
@@ -53,7 +53,7 @@ export const BENEFICIAL_REPORT_COLUMNS = [
     align: "right" as const,
     format: (value: unknown, row: Record<string, unknown>) => {
       const marker = stakeMarker(row.status === "below-threshold" || row.status === "exited" ? row.status : null);
-      if (typeof value !== "number") return marker || "-";
+      if (typeof value !== "number") return marker || MISSING_VALUE;
       return marker ? `${formatClassPercent(value)} ${marker}` : formatClassPercent(value);
     },
   },
@@ -76,9 +76,9 @@ export const BENEFICIAL_REPORT_COLUMNS = [
     align: "right" as const,
     format: (value: unknown) => formatOwnerShares(typeof value === "number" ? value : null),
   },
-  { key: "eventDate", header: "Event", format: (value: unknown) => typeof value === "string" ? value : "-" },
+  { key: "eventDate", header: "Event", format: (value: unknown) => typeof value === "string" ? value : MISSING_VALUE },
   { key: "filingDate", header: "Filed" },
-  { key: "thirteenF", header: "13F", align: "right" as const, format: (value: unknown) => typeof value === "string" ? value : "-" },
+  { key: "thirteenF", header: "13F", align: "right" as const, format: (value: unknown) => typeof value === "string" ? value : MISSING_VALUE },
 ];
 
 /** The 13D/13G columns these rows fill: `% Today` only when a report's base is no longer today's count. */
@@ -94,10 +94,11 @@ export function beneficialReportColumns(rows: readonly BeneficialReportRow[]): t
 export function beneficialReportLegend(
   rows: readonly BeneficialReportRow[],
   sharesOutstanding: number | null | undefined,
+  sharesOutstandingAsOf?: string | null,
 ): string | null {
   if (rows.length === 0) return null;
   const today = sharesOutstanding != null && rows.some((row) => row.percentToday != null)
-    ? `; % Today is the same shares over ${formatCompact(sharesOutstanding)} shares outstanding today`
+    ? `; % Today is the same shares over ${formatCompact(sharesOutstanding)} shares outstanding ${sharesOutstandingAsOf ? `as of ${sharesOutstandingAsOf}` : "today"}`
     : "";
   const others = rows.some((row) => row.otherPersons > 0) ? " +N after a name: other reporting persons on the same report." : "";
   return `% Class is as filed${today}.${others}`;

package/src/plugins/builtin/holders/beneficial-view.tsx

@@ -14,6 +14,7 @@ import type { IssuerListingParams } from "../../../api-client/paths";
 import { useAsyncResource } from "../../../react/async-resource";
 import { useAutoRefresh } from "../../../react/auto-refresh";
 import { colors, priceColor } from "../../../theme/colors";
+import { MISSING_VALUE } from "../../../utils/format";
 import { isPlainKey } from "../../../utils/keyboard";
 import { nextHeaderSort } from "../../../utils/sort-values";
 import { usePluginAppActions, usePluginPaneState } from "../../runtime";
@@ -74,6 +75,7 @@ export function BeneficialOwnersView({
   holderRows,
   fundMatches,
   sharesOutstanding,
+  sharesOutstandingAsOf,
   onCycleView,
   onRefreshHolders,
   listing,
@@ -87,6 +89,8 @@ export function BeneficialOwnersView({
   fundMatches: ReadonlyMap<string, Holder13FMatch>;
   /** Today's shares outstanding, which a report's shares are set against when its own base is out of date. */
   sharesOutstanding?: number | null;
+  /** The day that count was taken, when it is dated. */
+  sharesOutstandingAsOf?: string | null;
   onCycleView: () => void;
   onRefreshHolders: () => void;
 }) {
@@ -161,7 +165,7 @@ export function BeneficialOwnersView({
   const renderTodayLine = useCallback((item: BeneficialItem) => (
     item.kind === "today" && item.row.today
       // Indented under its row's name; no-break spaces, which the desktop table does not collapse.
-      ? { text: `\u00a0\u00a0${formatStakeToday(item.row.today)}`, color: colors.textDim, attributes: TextAttributes.NONE }
+      ? { text: `\u00a0\u00a0${formatStakeToday(item.row.today, sharesOutstandingAsOf)}`, color: colors.textDim, attributes: TextAttributes.NONE }
       : null
   ), []);
 
@@ -204,12 +208,12 @@ export function BeneficialOwnersView({
       case "shares":
         return { text: formatOwnerShares(filing.shares), value: filing.shares, color: tone };
       case "eventDate":
-        return { text: filing.eventDate ?? "-", value: filing.eventDate, color: colors.textDim };
+        return { text: filing.eventDate ?? MISSING_VALUE, value: filing.eventDate, color: colors.textDim };
       case "filingDate":
         return { text: filing.filingDate, value: filing.filingDate, color: colors.textDim };
       case "thirteenF": {
         const action = row.thirteenF;
-        if (!action) return { text: "-", value: null, color: colors.textDim };
+        if (!action) return { text: MISSING_VALUE, value: null, color: colors.textDim };
         return { text: action.label, color: action.value === 0 ? colors.textDim : priceColor(action.value) };
       }
     }

package/src/plugins/builtin/holders/client.ts

@@ -1,6 +1,7 @@
 import type { DataProvider, MarketDataRequestContext } from "../../../types/data-provider";
 import type { HolderData, TickerFinancials } from "../../../types/financials";
 import { holderStakeMarketCap, holderValueCurrency } from "./format";
+import { logFailure } from "../../../utils/log-failure";
 
 export async function loadHolderData(
   provider: DataProvider,
@@ -27,19 +28,31 @@ export function classSharesToday(financials: Pick<TickerFinancials, "quote" | "f
   return count != null && Number.isFinite(count) && count > 0 ? count : null;
 }
 
+/** The day `classSharesToday` was counted (YYYY-MM-DD), when it is a dated 10-K or 10-Q cover count; null when undated. */
+export function classSharesAsOf(financials: Pick<TickerFinancials, "quote" | "fundamentals"> | null | undefined): string | null {
+  const fundamentals = financials?.fundamentals;
+  if (classSharesToday(financials) == null || !fundamentals?.sharesOutstandingAsOf) return null;
+  const receipt = fundamentals.shareBasis === "depositary_receipt"
+    || fundamentals.isDepositaryReceipt === true
+    || financials?.quote?.isDepositaryReceipt === true;
+  return receipt ? null : fundamentals.sharesOutstandingAsOf;
+}
+
 export async function loadHolderSnapshot(
   provider: DataProvider,
   symbol: string,
   exchange = "",
-): Promise<{ data: HolderData; marketCap?: number; sharesOutstanding?: number | null }> {
+): Promise<{ data: HolderData; marketCap?: number; sharesOutstanding?: number | null; sharesOutstandingAsOf?: string | null; price?: number }> {
   const [data, financials] = await Promise.all([
     loadHolderData(provider, symbol, exchange),
-    provider.getTickerFinancials(symbol, exchange).catch(() => null),
+    provider.getTickerFinancials(symbol, exchange).catch(logFailure("holders.client", "Read holder reference financials failed", null)),
   ]);
   const quote = financials?.quote;
   return {
     data,
     marketCap: holderStakeMarketCap(quote?.marketCap, quote?.currency, holderValueCurrency(data)),
     sharesOutstanding: classSharesToday(financials),
+    sharesOutstandingAsOf: classSharesAsOf(financials),
+    ...(quote?.price != null ? { price: quote.price } : {}),
   };
 }

package/src/plugins/builtin/holders/format.ts

@@ -1,9 +1,9 @@
 import type { HolderData, HolderRecord } from "../../../types/financials";
-import { formatCompact, formatPercent, formatPercentRaw } from "../../../utils/format";
+import { formatCompact, MISSING_VALUE } from "../../../utils/format";
 import type { HolderRow } from "./types";
 
 export function formatMoneyCompact(value: number | undefined, currency = "USD"): string {
-  if (value == null) return "-";
+  if (value == null) return MISSING_VALUE;
   if (currency === "USD") {
     const sign = value < 0 ? "-" : "";
     return `${sign}$${formatCompact(Math.abs(value))}`;
@@ -11,11 +11,6 @@ export function formatMoneyCompact(value: number | undefined, currency = "USD"):
   return `${formatCompact(value)} ${currency}`;
 }
 
-export function formatMaybePercent(value: number | undefined): string {
-  if (value == null) return "-";
-  return Math.abs(value) <= 1 ? formatPercent(value) : formatPercentRaw(value);
-}
-
 /**
  * The currency holder values are in. Gloom Cloud names it when it differs
  * from the listing's (dollars from 13F filings on a London line); an older
@@ -51,23 +46,39 @@ export function resolveHolderOwnershipPercent(row: Pick<HolderRecord, "percentHe
 }
 
 /**
- * A stake or a change in percent (0.59 for 0.59%), as reports carry it. A
- * source gives a fraction (0.0059) or, above 1, percent points; the pane reads
- * them the same way. Six significant digits drop a source's float noise.
+ * A holder's stake or quarter's change in percent, as the reports carry it.
+ * Every holder record gives both as a fraction: 0.0059 is a 0.59% stake,
+ * 1.086 a position that grew 108.6%, -0.6 one that fell 60%. Six significant
+ * digits drop a source's float noise.
  */
-export function holderPercent(value: number | null | undefined): number | null {
-  if (value == null || !Number.isFinite(value)) return null;
-  const percent = Math.abs(value) <= 1 ? value * 100 : value;
-  return Number(percent.toPrecision(6));
+export function holderPercent(fraction: number | null | undefined): number | null {
+  if (fraction == null || !Number.isFinite(fraction)) return null;
+  return Number((fraction * 100).toPrecision(6));
 }
 
 /** A stake in percent too small for two decimals reads "<0.01%", not a zero. */
 export function formatPercentHeld(percent: number | null | undefined): string {
-  if (percent == null) return "-";
+  if (percent == null) return MISSING_VALUE;
   if (percent > 0 && percent < 0.005) return "<0.01%";
   return `${percent.toFixed(2)}%`;
 }
 
+/**
+ * A change in percent, signed, to two decimals; from 1000% on to none, so a
+ * position that grew tenfold still fits its column.
+ */
+export function formatChangePercent(percent: number | null | undefined): string {
+  if (percent == null || !Number.isFinite(percent)) return MISSING_VALUE;
+  const fixed = Math.abs(percent).toFixed(Math.abs(percent) >= 1000 ? 0 : 2);
+  if (!/[1-9]/.test(fixed)) return `${fixed}%`;
+  return `${percent > 0 ? "+" : "-"}${fixed}%`;
+}
+
+/** A holder record's quarter's change, a fraction, as the pane shows it. */
+export function formatHolderChangePercent(fraction: number | null | undefined): string {
+  return formatChangePercent(holderPercent(fraction));
+}
+
 /** A stake too small for two decimals reads "<0.01%", not a zero. */
 export function formatHolderOwnershipPercent(value: number | undefined): string {
   return formatPercentHeld(holderPercent(value));
@@ -79,11 +90,11 @@ export function formatHolderOwnershipLine(row: HolderRow, marketCap: number | un
 }
 
 export function formatSignedCompact(value: number | undefined): string {
-  if (value == null) return "-";
+  if (value == null) return MISSING_VALUE;
   const sign = value > 0 ? "+" : "";
   return `${sign}${formatCompact(value)}`;
 }
 
 export function displayDate(value: string | undefined): string {
-  return value?.slice(0, 10) ?? "-";
+  return value?.slice(0, 10) ?? MISSING_VALUE;
 }

package/src/plugins/builtin/holders/headless.ts

@@ -5,11 +5,12 @@ import type {
 } from "../../../types/plugin";
 import { loadHolderSnapshot } from "./client";
 import { holderValueCurrency } from "./format";
+import { logFailure } from "../../../utils/log-failure";
 import type { HolderData } from "../../../types/financials";
 import { SEC_FILINGS } from "../shared/report-freshness";
 import type { BeneficialOwnersPayload } from "../../../api-client/beneficial-owners";
 import { fetchBeneficialOwners, type BeneficialOwnersRequest } from "./beneficial-client";
-import { resolveHeadlessIssuerListing } from "../shared/headless-market-data";
+import { resolveHeadlessInstrument, resolveHeadlessIssuerListing } from "../shared/headless-market-data";
 import type { BeneficialColumnId } from "./beneficial-model";
 import {
   beneficialCoverageNotices,
@@ -32,6 +33,15 @@ import {
   holderReportUnits,
 } from "./report-rows";
 import { REPORT_ROWS } from "../shared/headless-options";
+import {
+  HOLDER_ROWS_MAX,
+  indexedHoldersPartialNote,
+  indexedHolderUnits,
+  indexHolderTicker,
+  loadIndexedHolders,
+  withIndexedHolders,
+  type IndexedHolderList,
+} from "./index-holders";
 
 /** The same sort keys order the 13D/13G rows; `value` and `held` are the percent of class. */
 const BENEFICIAL_SORT_COLUMNS: Record<string, BeneficialColumnId> = {
@@ -49,6 +59,9 @@ interface HolderSnapshot {
   marketCap?: number;
   /** Today's shares outstanding, which a 13D/13G percent of class is set against. */
   sharesOutstanding?: number | null;
+  sharesOutstandingAsOf?: string | null;
+  /** The latest price, which values the index's holders when the source's rows give none. */
+  price?: number;
 }
 
 export interface HoldersHeadlessDependencies {
@@ -62,6 +75,12 @@ export interface HoldersHeadlessDependencies {
     request: BeneficialOwnersRequest,
     ctx: HeadlessPaneContext,
   ): Promise<BeneficialOwnersPayload>;
+  /** A US listing's largest `limit` 13F holders from the SEC holder index, as `fn 13F` pages them. */
+  loadIndexedHolders(
+    ticker: string,
+    limit: number,
+    ctx: HeadlessPaneContext,
+  ): Promise<IndexedHolderList>;
 }
 
 const defaultDependencies: HoldersHeadlessDependencies = {
@@ -74,6 +93,7 @@ const defaultDependencies: HoldersHeadlessDependencies = {
     client: ctx.apiClient,
     signal: ctx.signal,
   }),
+  loadIndexedHolders: (ticker, limit, ctx) => loadIndexedHolders(ticker, limit, ctx.signal, ctx.apiClient),
 };
 
 export function createHoldersHeadless(
@@ -107,11 +127,11 @@ export function createHoldersHeadless(
         key: "limit",
         shot: REPORT_ROWS,
         aliases: ["count", "rows"],
-        description: "Maximum holder rows.",
+        description: "Maximum holder rows, largest first. A US listing's 13F holders are every filer fn 13F lists; a listing abroad has only the source's largest few.",
         type: "integer",
         defaultValue: 25,
         minimum: 1,
-        maximum: 200,
+        maximum: HOLDER_ROWS_MAX,
       },
       {
         key: "view",
@@ -157,7 +177,7 @@ export function createHoldersHeadless(
         const [payload, snapshot] = await Promise.all([
           dependencies.loadBeneficialOwners(symbol, { form: beneficialRouteForm(form), history }, ctx),
           // The 13F column is a join; the 13D/13G rows stand without it.
-          dependencies.loadSnapshot(symbol, args, ctx).catch(() => null),
+          dependencies.loadSnapshot(symbol, args, ctx).catch(logFailure("holders.headless", "Load holder snapshot for filing comparison failed", null)),
         ]);
         const sharesOutstanding = snapshot?.sharesOutstanding ?? null;
         const rows = buildBeneficialReportRows(payload, {
@@ -170,7 +190,7 @@ export function createHoldersHeadless(
           sharesOutstanding,
         });
         const limited = rows.slice(0, Number(args.options.limit));
-        const legend = beneficialReportLegend(limited, sharesOutstanding);
+        const legend = beneficialReportLegend(limited, sharesOutstanding, snapshot?.sharesOutstandingAsOf);
         return {
           columns: beneficialReportColumns(limited),
           rows: limited,
@@ -186,6 +206,7 @@ export function createHoldersHeadless(
             asOf: payload.asOf,
             coverage: payload.coverage,
             sharesOutstanding,
+            ...(snapshot?.sharesOutstandingAsOf ? { sharesOutstandingAsOf: snapshot.sharesOutstandingAsOf } : {}),
             notices: [
               [payload.companyName || symbol, ...beneficialListFacts(payload, form, rows.length, history)].join(" · "),
               ...(legend ? [legend] : []),
@@ -196,7 +217,25 @@ export function createHoldersHeadless(
           },
         };
       }
-      const { data, marketCap } = await dependencies.loadSnapshot(symbol, args, ctx);
+      const limit = Number(args.options.limit);
+      // Asked beside the source's list; a listing abroad (named in the key or saved with the ticker),
+      // or an index that cannot be read, keeps that list.
+      const exchange = (await resolveHeadlessInstrument(ctx, symbol)
+        .catch(logFailure("holders.headless", "Resolve the listing's venue for the 13F holder index failed", null)))?.exchange ?? "";
+      const indexTicker = indexHolderTicker(symbol, exchange);
+      const [snapshot, index] = await Promise.all([
+        dependencies.loadSnapshot(symbol, args, ctx),
+        indexTicker
+          ? dependencies.loadIndexedHolders(indexTicker, limit, ctx).catch(logFailure("holders.headless", "Load 13F holder index failed", null))
+          : null,
+      ]);
+      const { marketCap } = snapshot;
+      const indexed = !!index?.rows.length && indexHolderTicker(symbol, exchange, snapshot.data) != null;
+      const partialNote = indexed ? indexedHoldersPartialNote(index, limit) : null;
+      // Pages hold 25; another order ranks the largest `limit`, not whatever the last page held past them.
+      const data = indexed
+        ? withIndexedHolders(snapshot.data, indexTicker!, { ...index!, rows: index!.rows.slice(0, limit) }, indexedHolderUnits(snapshot.data, snapshot.price))
+        : snapshot.data;
       const currency = data.currency ?? "USD";
       // A London line's values can be dollars from the 13F filings; they are labelled and formatted as such.
       const valueCurrency = holderValueCurrency(data, currency)!;
@@ -205,15 +244,16 @@ export function createHoldersHeadless(
         direction: args.options.order === "asc" ? "asc" as const : "desc" as const,
       };
       const sorted = holderReportRows(data, { marketCap, sort });
-      const rows = sorted.slice(0, Number(args.options.limit));
+      const rows = sorted.slice(0, limit);
       const total = data.summary?.institutionsCount ?? null;
       const { notices, valueBasis, positionsBasis, changeReported } = holderReportNotices({
-        data, requested: symbol, shown: rows, reported: sorted.length, total, sort,
+        data, requested: symbol, shown: rows, reported: sorted.length, total, sort, indexed,
       });
       return {
         // A change column that is empty on every row says nothing; the notices explain it once.
         columns: holderReportColumns(rows, valueCurrency),
         rows,
+        ...(partialNote ? { complete: false, warnings: [partialNote] } : {}),
         metadata: {
           symbol: data.symbol || symbol,
           name: data.name ?? null,