v4.23.0

What's New in v4.23.0

This release focuses on improving access to fresh filings and expanding support for historical SEC data formats.

Key Highlights

🚀 Fresh Filing Cache Optimization (#471)

• Reduced submissions cache TTL from 10 minutes to 30 seconds for faster access to fresh filings
• Removed session-level @lru_cache decorators that prevented cache expiration
• Impact: Users can now see fresh 8-K earnings filings within 30 seconds instead of waiting up to 10 minutes
• Critical for earnings season when fresh filings need immediate access
• HttpxThrottleCache still provides 30-second caching to prevent excessive API calls

📊 Comprehensive TXT Format Parser for 13F-HR Filings (#469)

• Added TXT format parser for historical 13F filings (2012-2013 era)
• Enables parsing of pre-XML 13F filings that only contain "Form 13F Information Table" in text format
• Fixes filing.obj() returning None for older Berkshire Hathaway and other institutional holdings
• Impact: Enables historical institutional holdings analysis going back to 2012 and earlier
• Comprehensive regression tests for TXT format parsing

🏦 SGML UNDERWRITER Tag Support (#472)

• Added 'UNDERWRITER' to SECTION_TAGS and REPEATABLE_TAGS in SubmissionFormatParser
• Enables parsing of registration statements (S-1, S-3, ABS-15G) with underwriter information
• Fixes parsing failures when encountering UNDERWRITER sections in filing headers
• Impact: Enables IPO/offering analysis and underwriter identification workflows
• 3 comprehensive regression tests added

Files Changed

• edgar/httpclient.py - Cache optimization
• edgar/entity/submissions.py - Removed session-level caching
• edgar/thirteenf.py - TXT format parser
• edgar/sgml/sgml_parser.py - UNDERWRITER tag support

Installation

pip install edgartools==4.23.0

Full Changelog: v4.22.0...v4.23.0