SEC 13F-HR: '&' silently dropped from issuer names (S&P500 -> SP500) - #7627
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ojassharma7 wants to merge 2 commits into
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SEC 13F-HR: '&' silently dropped from issuer names (S&P500 -> SP500)#7627ojassharma7 wants to merge 2 commits into
ojassharma7 wants to merge 2 commits into
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anujbolewar
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Aug 7, 2026
anujbolewar
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The root cause is clear — recover-mode parsing drops character entities such as the ampersand entity inside SGML, so reassembling the well-formed nested blocks under a synthetic root is the correct fix. Worth also asserting on an ampersand that appears inside an attribute value, since the block extraction only strips top-level declarations, and confirm the no-block fallback still parses the original text unchanged.
Extract prepare_13f_xml and add regressions for '&' inside attribute values and for filings with no <XML> wrappers (original text unchanged). Co-authored-by: Cursor <cursoragent@cursor.com>
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Thanks @anujbolewar — addressed in the latest commit.
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Fixes #7619.
What changed
openbb_platform/providers/sec/openbb_sec/utils/parse_13f.pyopenbb_platform/providers/sec/tests/test_parse_13f.pyVerification
The project's own test suite was run before and after this change; it introduces no new test failures or lint violations.