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NEWS.md

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SEC13Flist

1.0.0

  • significant change: SEC_13F_list function requires user agent setup for reading data from sec.gov website. See https://www.sec.gov/os/accessing-edgar-data
  • fixed issue with 2023 Q4 list parsing
  • modified tests to include user agent information for sec.gov access

0.3.6

  • fixed issue with isCusip function incorrectly returned FALSE for certain CUSIPs (issue #75)
  • fixes parsing for ISSUER_DESCRIPTION field where letter from STATUS left in it

0.3.5.6

  • fixed issue with 2023 Q3 list parsing

0.3.5.5

  • added isSedol function to check validity of SEDOL
  • added isIsin function to check validity of ISIN

0.3.5.4

  • removed dependency on dplyr and rlang

0.3.5.3

  • removed dependency on readr

0.3.5.2

  • removed dependencies on magrittr, stringr packages by using native R pipe operator. Now requires R > 4.1.0
  • replaced dplyr::na_if call with base r functionality to handle changes in dplyr 1.1.0

0.3.5.0

  • fixed error with str_detect empty string matching
  • fixed status "D" for single ISSUE_DESCRIPTION outside of bounds for column

0.3.4.3

  • Fixed issue with 2022 Q2 list related to incorrect parsing for one security

0.3.4.2

  • Fixed rollover bug in url_file_func() to work properly in Q1 2022

0.3.4.1

  • Removed imports of xml2 and purrr
  • RStudio cloud build

0.3.4

  • Fixed change on SEC.GOV landing page for list
  • Adjusted tests to pass changed landing page

0.3.3

  • Changes to accommodate rvest 1.0.0
  • Added usethis::use_github_action("check-standard")
  • Removed Travis CI

0.3.2

  • Improve test coverage for SEC_13F_list_local
  • Added github actions for test coverage

0.3.1

  • Added SEC_13F_list_local function that processes local file

  • Added fullCUSIP function that appends checksum digit to 8-character CUSIP

  • Internal changes: main processing of the file moved to function in utils.R

0.2.5

  • Added a NEWS.md file to track changes to the package.