NEWS

---

SEC13Flist 1.1.2

• tested 2025-Q1 file

SEC13Flist 1.1.1

• tested 2024-Q4 file

SEC13Flist 1.1.0

• significant change: SEC_13F_list function no longer attempts to determine current year and quarter for the official list - it will produce an error when no year and quarter supplied to the function call

SEC13Flist 1.0.1

• fixed issue related to change in landing page of sec.gov for Official List of securities
• removed dependency on rvest

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

SEC13Flist 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

SEC13Flist 0.3.5.6

• fixed issue with 2023 Q3 list parsing

SEC13Flist 0.3.5.5

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

SEC13Flist 0.3.5.4

• removed dependency on dplyr and rlang

SEC13Flist 0.3.5.3

• removed dependency on readr

SEC13Flist 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

SEC13Flist 0.3.5.0

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

SEC13Flist 0.3.4.3

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

SEC13Flist 0.3.4.2

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

SEC13Flist 0.3.4.1

• Removed imports of xml2 and purrr
• RStudio cloud build

SEC13Flist 0.3.4

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

SEC13Flist 0.3.3

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

SEC13Flist 0.3.2

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

SEC13Flist 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

SEC13Flist 0.2.5

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