Brazil CVM Filings for Family Offices

Family offices holding B3 names need a lightweight way to archive Brazil filings family office evidence — annual statements, quarterlies, and FRE risk language — without a full terminal seat for every analyst.

The persona

Single-family / multi-family investment teams
Outsourced CIOs documenting source PDFs
Risk committees that want primary disclosure, not only broker notes

The problem

Broker portals and email alerts lose the file. Spreadsheets store numbers without the filing ID. When a risk factor wording changes, you need the PDF back.

Solution flow

Portfolio tickers
  → resolve
  → list DFP / ITR / FRE
  → download into your archive (S3, Drive, NAS)
  → optional text extraction for search

import os, requests

BASE = os.environ["APICVM_URL"]
H = {"Authorization": f"Bearer {os.environ['APICVM_KEY']}"}
TICKERS = ["WEGE3", "ITUB4", "VALE3"]

for t in TICKERS:
    docs = requests.get(
        f"{BASE}/v1/documents",
        headers=H,
        params={"ticker": t, "type": "FRE", "year": 2024, "name": "Risco", "perPage": 20},
        timeout=30,
    ).json()["data"]
    print(t, len(docs))

Lightweight monitoring

Combine with GitHub Actions CVM filings monitor or a weekly notebook. For denser buy-side workflows, see Hedge fund research.

What to archive quarterly

Item	Type	Why
Annual statements	DFP	Audit trail
Quarterlies	ITR	Intra-year moves
Risk language	FRE (`name=Risco`)	Committee packets

Store document.id alongside the PDF filename so refreshes are idempotent.

Keep quotes elsewhere

Portfolio marks come from your custodian or a quotes API. apicvm does not return prices — see Quotes vs filings.

Current limitations

apicvm is filings-only — no quotes, no portfolio accounting.
Not investment advice; filings are inputs to your process.
Coverage = ingested corpus for each issuer.

Next steps

Ready to integrate?

Get an API key and start querying Brazilian CVM filings programmatically.

Read the API docs Get API key