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Add the Form 13F institutional holdings dataset
- #14
#14
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JosueNina
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QuantConnect:master
QuantConnect/Lean.DataSource.SEC:master
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JosueNina:feature-sec-13f-institutional-holdings
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Add the Form 13F institutional holdings dataset
#14
JosueNina
wants to merge 11 commits into
QuantConnect:master
QuantConnect/Lean.DataSource.SEC:master
from
JosueNina:feature-sec-13f-institutional-holdings
JosueNina/Lean.DataSource.SEC:feature-sec-13f-institutional-holdings
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Commits on Sep 10, 2026
Add the SEC Form 13F institutional holdings dataset
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bff67db
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Fix amendment double counting, rename totals, delisted tickers and stale universe rows
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Address review feedback on VALUE units, the ticker crosswalk, the demos and the incremental run
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Read the SEC user agent from config and document the amendment rule and the crosswalk rename gap
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Commits on Sep 11, 2026
Read 13F filings from EDGAR daily, stamp rows when the job can publish them and check units and crosswalk matches against the close
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Read EDGAR days from its listings, never scale up a VALUE that cannot be checked and regenerate the samples
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Commits on Sep 12, 2026
Retry a 404 from EDGAR with a backoff of up to four minutes, since new filers' listed filings answered 404 for over a minute
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Commits on Sep 15, 2026
Try every security database row carrying a CUSIP or ISIN and keep the one trading under its own ticker, since the database repeats identifiers across a company's listings
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Remove a Lean folder left by an earlier run before moving the checkout, since the self-hosted runners keep it between runs
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Regenerate the samples resolving every security database row, which adds the holders that reported old CUSIPs the crosswalk does not know
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Commits on Sep 16, 2026
Deliver every quarter a release restates in one data point rather than one point per quarter
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