finsec 0.0.8

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).

If you like the product [buy me a coffee]() ☕!

---

Important Legal Disclaimer

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, and is intended for research and educational purposes.

You should refer to SEC Edgar's website for more details (here)

---

Blogs

Check out these blog posts for detailed tutorials with code examples:
- Medium 1.

- Medium 2.

- Medium 3.

Quickstart

Find 13F Filing Data (for Berkshire Hathaway CIK 0001067983)

Find the holdings of Berkshire Hathaway listed in their latest 13F filing.

import finsec
filing = finsec.Filing('0001067983')

# Return the latest 13F reported holdings for Berkshire Hathaway.
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

Using the latest_13f_filing function will return the the simplified (consolidated) version of the 13F Information Table, this works well for for most use-cases. However, there are some who may want to have the detailed breakdown of the filing. Such as, which investment manager was responsible for investing in the security and the voting authority type granted. The following can be run to get the detailed breakdown of the 13F Information Table if required.

# Return the latest detailed 13F reported holdings for Berkshire Hathaway.
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}

Installation

Requirements

Taxonomy

The XBRL GAAP Financial Reporting Taxonomy is kept up to date by the Financial Accounting Standards Board (FASB) and is used by issuers filing with the U.S. SEC. This taxonomy is levered heavily by finsec to ensure all filing details are captured in strict accordance with SEC rules.

Author

Stephen Hogg

Explaining the 13F Information Table:

The 13F rule set is outlined herewithin: https://www.sec.gov/pdf/form13f.pdf

Name of issuer

holdings_table

simplified_holdings_table This table simplifies the holding table if required. This is particularly useful for businesses that have many different investment managers (e.g. Berkshire Hathaway - where they have 14 separate managers shown below)