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v5.59.1

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@dgunning dgunning released this 26 Sep 13:11
b022ad2

A patch release with two fixes. One is a regression from 5.59.0: ExxonMobil's 10-K Item 7 opened on a "Table of Contents" breadcrumb again. The other: edgar_read returned no 13F holdings section for any filing.

Upgrading. No action needed:

  • Sections no longer open on a one-row page-header breadcrumb. A line whose cells are all navigation labels or page numbers is stripped from a section's start. A row of bare numbers, or a label sharing a row with real text, is kept.
  • edgar_read returns a 13F holdings section. It lists the top 30 securities by value, with issuer, shares and value. The header counts securities ("29 of 29" for Berkshire), while the summary's Total Holdings counts information-table lines (89), so the two numbers can differ.

Fixed

  • edgar_read returned no holdings section for any 13F-HR. A filing whose summary reported Total Holdings: 211 came back with holdings set to None, because the section tested a DataFrame for truth and then looped over its column names. It now lists the top 30 rows by value (issuer, shares, value), and an extraction failure logs at warning level. (GH #1337)
  • ExxonMobil's 10-K Item 7 opened on a "Table of Contents" breadcrumb again in 5.59.0. Its page header is a one-row table, and once section tables rendered cell by cell the two labels arrived on one line, which the breadcrumb stripper did not recognise. A line whose cells are all navigation labels or page numbers is now stripped; Item 7 opens on its MD&A heading. (bead edgartools-wzgu)