finsec 0.0.11

Download historical filing data directly from the United States Securities Exchange Commission (SEC)!

finsec

Download historical filing data directly from the United States (U.S.) Securities Exchange Commission (SEC).

[!IMPORTANT]
finsec is not affiliated, endorsed, or vetted by the United. States. Securities Exchange Commission. It's an open-source tool that uses the SEC's publicly available APIs. This tool is intended for research and informational purposes only. It should not be used for making financial decisions. Always consult with a qualified financial advisor for investment guidance. You should refer to SEC Edgar's website for more details (here)

Blogs

Check out the following blog post for a detailed tutorial on how finsec has been used to aid with analysing the performance of some of the world's most prestigious hedge funds:
Unravelling investment fund manager strategies through 13f SEC filings.

Quickstart

Review 13F filings for Berkshire Hathaway CIK 0001067983

import finsec
filing = finsec.Filing('0001067983')    # Optional declared user variable can be input here (e.g. declared_user="Joe Blog [e-mail]")

# Return the latest 13F reported holdings for Berkshire Hathaway.
print(filing.latest_13f_filing)

Output:

	Name of issuer	Title of class	CUSIP	Share or principal type	Holding value	Share or principal amount count
0	ACTIVISION BLIZZARD INC	COM	00507V109	SH	4470946000	60141866
1	ALLY FINL INC	COM	02005N100	SH	834901000	30000000
2	AMAZON COM INC	COM	023135106	SH	1205258000	10666000

Note: Using the latest_13f_filing function will return the the latest "simplified" version of the 13F Information Table, this works well in most instances... However, there are some who may want to have a more detailed breakdown of the filing. Such as, which investment manager was responsible for investing in the security and the voting authority type granted. This can be handled with the function latest_13f_filing_detailed (below).

# Return the latest detailed 13F reported holdings for Berkshire Hathaway.
print(filing.latest_13f_filing_detailed)

Output:

	Name of issuer	Title of class	CUSIP	Holding value	Share or principal type	Share or principal amount count	Put or call	Investment discretion	Other manager	Voting authority sole count	Voting authority shared count	Voting authority none count
0	ACTIVISION BLIZZARD INC	COM	00507V109	1906458000	SH	25645116		DFND	4,8,11	25645116	0	0
1	ACTIVISION BLIZZARD INC	COM	00507V109	85095000	SH	1144672		DFND	4,10	1144672	0	0
2	ACTIVISION BLIZZARD INC	COM	00507V109	2479393000	SH	33352078		DFND	4,11	33352078	0	0

# Return the latest 13F cover page details for Berkshire Hathaway.
filing.latest_13f_filing_cover_page

#Output
{'filing_manager': 'Berkshire Hathaway Inc', 'business_address': '3555 Farnam Street, Omaha, NE, 68131', 'submission_type': '13F-HR', 'period_of_report': '09-30-2022', 'signature_name': 'Marc D. Hamburg', 'signature_title': 'Senior Vice President', 'signature_phone': '402-346-1400', 'signature_city': 'Omaha', 'signature_state': 'NE', 'signature_date': '11-14-2022', 'portfolio_value': 296096640000, 'count_holdings': 179}

# Return the attributes of a specific 13F filing for the specified cik. In the below example we are looking to grab the cover page, full holdings table and simplified holdings table for Berkshire for Q2-2022 (Calendar Year). 
q2_cover_page, q2_holdings_table, q2_simplified_holdings_table = filing.get_a_13f_filing("Q2-2022")
print(q2_cover_page)
print(q2_holdings_table)
print(q2_simplified_holdings_table)

# Return the json object containing all 13F filings that are stored as part of the filing object (note this includes everything we've searched for so far).
filing.filings

# Write filings to excel. Record everything we've looked at to Excel. 
filing.filings_to_excel

Installation

Install finsec using pip:

$ pip install finsec

Requirements

• Python >= 3.7+
• Pandas >= 1.3.5
• lxml >= 4.8.0
• requests >= 2.27.1
• beautifulsoup4 >= 4.11.1

Note that the above packages will be downloaded automatically using pip.

Author

Stephen Hogg