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Dash app to explore 13F filings: view top positions, spot major quarterly changes, and track holdings over time.

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License: MIT Python Dash

DIFF13F

DIFF13F is a minimal Dash app to explore quarterly 13F filings, view top positions, track changes between quarters, and visualize holdings over time.

✨ Features

  • 📊 Explore top positions in a single quarter
  • 🔍 Spot largest changes between two quarters
  • 📈 Track top positions over time with line plots across multiple quarters
  • 💻 Minimal web interface powered by Dash

🛠️ Installation

Make sure Python 3.9+ is installed with pip.

Install the diff13f library:

 pip install git+https://github.com/Noe-AC/diff13f.git

This will add the diff13f command to your PATH.

🧩 Requirements

Python libraries (installed automatically via pip):

  • dash and dash-bootstrap-components: the interactive web interface.
  • plotly: for plots.
  • pandas: data loading and manipulation.
  • polars: optional high-performance DataFrame library.
  • xmltodict: parsing XML-formatted 13F filings.

💡 Usage

  1. Launch the app:
     diff13f
  2. Import the 13F .txt filings.
  3. Explore the data in the app.

📄 Data source

To use the app you need complete submission text file (13F filings .txt files). These files are typically named something like 0001037389-25-000034.txt.

You can find filings by looking up the company on the SEC EDGAR website. For example:

⚠️ Limitations

Starting from 2013-q2, SEC 13F filings use XML inside the complete submission text file, which DIFF13F parses reliably.

Earlier filings use a fixed-width format (FWF), harder to parse and not fully supported:

  • FWF files for Renaissance Technologies and Bridgewater Associates are partially supported.
  • FWF files for Berkshire Hathaway fail to parse and are therefore ignored by the app.

📸 Screenshots

URL2TLDR Screenshot

⚖️ License

This project is licensed under the MIT License — see the LICENSE file for details.

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Dash app to explore 13F filings: view top positions, spot major quarterly changes, and track holdings over time.

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