v5.26.0

What's New

Features

• S-3 shelf registration data object — New RegistrationS3 class with fee table extraction, shelf lifecycle tracking, prospectus section access, and auto-shelf detection for well-known seasoned issuers (#728)

• CORRESP/UPLOAD correspondence support — New Correspondence and CorrespondenceThread classes parse SEC correspondence filings with automatic classification and metadata extraction. Filing.correspondence() works on any filing type to find related SEC review threads

• Point-in-Time mode for EntityFacts — EntityFacts.to_dataframe() now accepts a pit_mode parameter for lookahead-bias-free backtesting (#697)

• TTM unification on EntityFacts — Unified TTM access with caching and fiscal year quarter labels (PR #721, @ghedo44)

Bug Fixes

• TOC named-anchor targets now correctly resolved (#727)
• Revenue included in promoted income statement dedup
• Shares concepts preserved in statements and concept lookup (PR #725, @ghedo44)
• Fixed TypeError in _get_statement_concepts when stmt type is None
• Unit filter documentation updated

Performance

• EntityFacts memory usage reduced 27% via string interning and allocation cleanup (AAPL: 20.5 MB → 15.0 MB)

Data

• Bundled ticker and CUSIP reference data refreshed

Docs

• New SEC Correspondence guide
• New S-3 Shelf Registration guide
• Improved docs site layout and navigation styling

Contributors

Thanks to @ghedo44 for PRs #721 and #725!