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A program that parses 13F reports filed with the SEC.

Project description

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Background

From investor.gov (educational website from the SEC):

An institutional investment manager that uses the U.S. mail (or other means or instrumentality of interstate commerce) in the course of its business, and exercises investment discretion over $100 million or more in Section 13(f) securities (explained below) must report its holdings quarterly on Form 13F with the Securities and Exchange Commission (SEC).

holdingsparser fetches 13-F filings from EDGAR and outputs the holding entries in a TSV file.

Quick start

Install the package:

pip install --user holdingsparser

Upgrade the package:

pip install --user --pre -U holdingsparser

Search for a filing with the CIK:

holdingsparser 0001166559

Alternatively:

python -m holdingsparser 0001166559

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