holdingsparser 3.0.3

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

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 13F filings from EDGAR and outputs the holding entries in a DSV 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 and output a file delimited with tabs named holdings.tsv:

holdingsparser 0001166559 -d "\t" -o ./holdings.tsv

Leaving out the -o option, a file will be written in the current working directory named CIK_holdings.FILE_EXTENSION.

Alternatively, invoke the program as a module:

python -m holdingsparser 0001166559