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Add investment parsing support for 14 BDC tickers #990

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dgunning merged 4 commits into from
Aug 14, 2026
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Add investment parsing support for 14 BDC tickers #990

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90a65ff
feat(investments): add support for TSLX, MSDL, GSBD, MFIC, BCSF, PFLT…
HaCk3Dq Aug 7, 2026
b482104
Merge remote-tracking branch 'origin/main' into feature/invest_ticker…
HaCk3Dq Aug 7, 2026
b5109e9
fix(bdc): preserve company names across structured labels
HaCk3Dq Aug 11, 2026
7dbe51f
fix(bdc): the filer's typography is not the investment type
dgunning Aug 14, 2026
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2 changes: 2 additions & 0 deletions CHANGELOG.md
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Expand Up @@ -9,6 +9,8 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0

### Changed

- **BDC investment parsing now recognizes structured Schedule of Investments labels and normalizes trailing numeric XBRL disambiguators out of `investment_type`.** The original label remains available in `identifier`, so separate tranches remain distinguishable while grouping by investment type is stable.

- **On a multi-filer filing, `Filing.cik` and `Filing.company` now name the issuer rather than whichever filer the quarterly index listed first.** Accession lookups go through EDGAR full-text search before falling back to the quarterly index, and the two order a filing's filers differently. `find("0001918704-25-005439")` was `(70858, 'BANK OF AMERICA CORP /DE/')` and is now `(1682472, 'BofA Finance LLC')`. `all_ciks` and `all_entities` still return every filer; single-filer filings are unaffected.

- **`edgar.xbrl.facts.FactQuery.to_dataframe()` returned a different column set depending on which rows matched.** Columns now follow the query's configuration rather than its results. On Foot Locker's FY2024 10-K, `.limit(5)` returned five fewer columns than the same query unlimited, dropping `balance`, `currency`, `decimals`, `unit_ref` and `weight` because those rows were null. Unpopulated columns come back null, and an empty result carries the full column set. (GH #929)
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