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v5.13.1

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@dgunning dgunning released this 01 Feb 17:23
· 1304 commits to main since this release
v5.13.1
05bd073

Fixed

  • XBRL Fiscal Period Queries — get_facts_by_fiscal_period() and get_facts_by_fiscal_year() now return data instead of empty DataFrames. Reporting periods were missing the fiscal_year and fiscal_period fields needed for these queries. (#622)

  • 13F Holdings Rendering — Fixed crashes when issuer or ticker values contain NaN in holdings comparison and holdings history views.

  • Entity Classification — SC 13D filings no longer incorrectly classify an entity as a company.

Performance

  • N-PORT Parsing 10x Faster — Rewrote N-PORT fund report XML parsing from BeautifulSoup to lxml. Parse times drop from 2.4s to 245ms for large funds (3,800+ holdings). Memory usage reduced by 6x.

  • CUSIP Ticker Resolution 10x Faster — Replaced DataFrame lookups with dict-based resolution for CUSIP-to-ticker mapping. Eliminates noisy log warnings for placeholder CUSIPs used by foreign-domiciled securities.

pip install edgartools==5.13.1

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