v4.1.3

This release contains minor fixes

Changed

• PDF is added as a supported format for SGL parsing
• Use the versioning package for more robust parsing of pandas version numbers

Fixed

• Fix bug when parsing XBRL that includes non-text tags
• Silence uu_decode warning

v4.1.2

Release 4.1.2 - 2025-06-05

Added

• Allow SSL verification to be disabled by setting EDGAR_VERIFY_SSL to False. This is useful for testing purposes or when using self-signed certificates or sometimes in a corporate environment.

Fixed

• Fixed bug in selecting periods for quarterly statements

Release 4.1.1

This release has several minor fixes and improvements

Added

• Add filter by year and quarter to Company.get_filings to make it consistent with get_filings

Changed

• Rename priority_forms to priority_sorted_forms in get_filings to clarify that it sorts the forms by priority
• Small enhancement to EntityFiling rich display
• Enhance rich styling of accession_number to show its constituent parts
• Simplify query facts by making "-" and ":" interchangeable in the concept name
• Rename the edgar.filters to edgar.filtering

Release 4.1.0

[4.1.0] - 2025-05-25

Added

• Add Docs class to represent the documentation of an object in the library
• Add docs property to Filing, 'Filings and 'EntityFilings to display the documentation using e.g. filing.docs
• Add rich rendering to XBRL query class

Changed

• Rename XBRL.parse_directory to XBRL.from_directory to be more consistent with the rest of the library
• Minor display changes for Filing class

Release4.0.2

This release changes how Filing.html is returned for some filings. For insider filings html is generated from the filing data objects. For other form types with text only primary documents, the text is wrapped in html tags

Edgartools Release 4.0.0

Edgartools 4.0.0 Release

This release contains the rewrite of 3 major features

1. XBRL

Parsing XBRL and extracting financials has been rewritten from scratch with the goal of getting better accuracy of financial data and to support advanced features like ratios and metrics

2. Entity and Companies

The Entity and Company hierarchy has bee rewritten to simplify the domain model and to accurately depict how entities companies and funds are modeled in Edgar.

3. Funds

The Funds domain model was rewritten to simplify the domain model and make it easier to navigate the Fund Company --> Series --> Class hierarchy

There were numerous other changes and bug fixes

• API cleanup
• Code hygiene improvements
• Performance improvements

There have been numerous PRs from contributors but these were also released in the 3.15.x release stream. Nevertheless I will follow up on this discussion with more details