13f-firehoselisted

# 13F Firehose Scans SEC EDGAR twice daily for new 13F-HR filings from a curated registry of famous funds. Each new filing → Telegram alert with diff vs. prior quarter. ## Funds tracked (17) **P1 (alert immediately)**: Leopold (Situational Awareness), NVIDIA Corp, Buffett (Berkshire), Ackman (Pershing), Loeb (Third Point), Tepper (Appaloosa), Soros, Burry (Scion), Englander (Millennium) **P2**: RenTech, Bridgewater, Tiger Global, Coatue, Lone Pine, Marks (Oaktree) **P3**: Wood (ARK), Einhorn (Greenlight) Edit `scripts/fund_registry.py` to add/remove. ## Cron Three times daily, weekdays only (US business hours): - `13:00 UTC` (9 AM ET) — morning, catches overnight + pre-market filings - `17:00 UTC` (1 PM ET) — midday filings - `21:00 UTC` (5 PM ET) — post-close filings 13F deadlines: **Feb 14 / May 15 / Aug 14 / Nov 14** (45 days after quarter-end). ## Manual run ```bash # Test (no Telegram) TEST_MODE=1 PRIORITY_MAX=1 FORCE_RESCAN=1 python3 scripts/13f_firehose.py # One CIK python3 scripts/edgar_13f.py 2045724 ``` ## Alert format NEW positions ($5M+ min) | ADDED (>+20% shares) | CLOSED | Top 10 holdings with % AUM | EDGAR link ## Adding a fund 1. Find CIK: `https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&company=NAME&type=13F-HR` 2. Add to `FUNDS` list in `fund_registry.py` 3. Seed state to avoid first-run flood: see `scripts/13f_firehose.py` header ## State `scripts/state.json` tracks `seen[cik] = accession`. Committed back by GH Actions after eac