semvec/pypi-packages huggingface dataset:
holdingsparser 3.0.3
A program that parses 13F reports filed with the SEC.
License: MIT
Requires Python: >=3.9,<4.0

holdingsparser
--------------

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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 `13F`_ filings from `EDGAR`_ and outputs the holding entries in a `DSV`_ file.

Quick start
===========

Install the package:

.. code-block:: console

    pip install --user holdingsparser

Upgrade the package:

.. code-block:: console

    pip install --user --pre -U holdingsparser

Search for a filing with the CIK and output a file delimited with tabs named ``holdings.tsv``:

.. code-block:: console

    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:

.. code-block:: console

    python -m holdingsparser 0001166559

.. _investor.gov: https://www.investor.gov/introduction-investing/investing-basics/glossary/form-13f-reports-filed-institutional-investment
.. _EDGAR: https://www.sec.gov/edgar/searchedgar/companysearch.html
.. _DSV: https://en.wikipedia.org/wiki/Delimiter-separated_values
.. _13F: https://en.wikipedia.org/wiki/Form_13F