From 7a545ec889fbe2fd402932c3513e40a8d3765993 Mon Sep 17 00:00:00 2001
From: joshua <2541874972@qq.com>
Date: Wed, 20 Nov 2024 15:47:51 +0800
Subject: [PATCH 01/11] [Feature] Add Form13f Data

---
 .../providers/fmp/openbb_fmp/__init__.py      |   2 +
 .../fmp/openbb_fmp/models/form_13f.py         | 109 ++++++++++++++++++
 .../providers/fmp/tests/test_fmp_fetchers.py  |  14 +++
 3 files changed, 125 insertions(+)
 create mode 100644 openbb_platform/providers/fmp/openbb_fmp/models/form_13f.py

diff --git a/openbb_platform/providers/fmp/openbb_fmp/__init__.py b/openbb_platform/providers/fmp/openbb_fmp/__init__.py
index 5f791bb97b06..371d153fce71 100644
--- a/openbb_platform/providers/fmp/openbb_fmp/__init__.py
+++ b/openbb_platform/providers/fmp/openbb_fmp/__init__.py
@@ -39,6 +39,7 @@
 from openbb_fmp.models.etf_sectors import FMPEtfSectorsFetcher
 from openbb_fmp.models.executive_compensation import FMPExecutiveCompensationFetcher
 from openbb_fmp.models.financial_ratios import FMPFinancialRatiosFetcher
+from openbb_fmp.models.form_13f import FMPForm13FHRFetcher
 from openbb_fmp.models.forward_ebitda_estimates import FMPForwardEbitdaEstimatesFetcher
 from openbb_fmp.models.forward_eps_estimates import FMPForwardEpsEstimatesFetcher
 from openbb_fmp.models.historical_dividends import FMPHistoricalDividendsFetcher
@@ -137,6 +138,7 @@
         "WorldNews": FMPWorldNewsFetcher,
         "EtfHistorical": FMPEquityHistoricalFetcher,
         "YieldCurve": FMPYieldCurveFetcher,
+        "Form13FHR": FMPForm13FHRFetcher,
     },
     repr_name="Financial Modeling Prep (FMP)",
     deprecated_credentials={"API_KEY_FINANCIALMODELINGPREP": "fmp_api_key"},
diff --git a/openbb_platform/providers/fmp/openbb_fmp/models/form_13f.py b/openbb_platform/providers/fmp/openbb_fmp/models/form_13f.py
new file mode 100644
index 000000000000..a437fb574c47
--- /dev/null
+++ b/openbb_platform/providers/fmp/openbb_fmp/models/form_13f.py
@@ -0,0 +1,109 @@
+"""Form 13f Model."""
+
+import asyncio
+from datetime import date as dateType
+from typing import Any, Dict, List, Optional
+from warnings import warn
+
+from openbb_core.provider.abstract.fetcher import Fetcher
+from openbb_core.provider.standard_models.form_13FHR import (
+    Form13FHRData,
+    Form13FHRQueryParams,
+)
+from openbb_core.provider.utils.errors import EmptyDataError
+from openbb_core.provider.utils.helpers import amake_request
+from openbb_fmp.utils.helpers import create_url
+from pydantic import Field
+
+
+class FMPForm13FHRQueryParams(Form13FHRQueryParams):
+    """Form 13f Query Parameters.
+
+    Source: https://financialmodelingprep.com/api/v3/form-thirteen/0001388838?date=2021-09-30
+    """
+
+
+class FMPForm13FHRData(Form13FHRData):
+    """Form13 FHR Data Model."""
+
+    __alias_dict__ = {
+        "period_ending": "date",
+        "issuer": "nameOfIssuer",
+        "principal_amount": "shares",
+        "asset_class": "titleOfClass",
+        "filling_date": "fillingDate",
+        "accepted_date": "acceptedDate",
+        "ticker_cusip": "tickercusip",
+        "final_link": "finalLink",
+    }
+    filling_date: dateType = Field(
+        default=None, description="Date when the filing was submitted to the SEC."
+    )
+    accepted_date: dateType = Field(
+        default=None, description="Date when the filing was accepted by the SEC."
+    )
+    ticker_cusip: Optional[str] = Field(
+        default=None, description="Ticker symbol associated with the CUSIP."
+    )
+    link: Optional[str] = Field(
+        default=None, description="URL link to the SEC filing on the SEC website."
+    )
+    final_link: Optional[str] = Field(
+        default=None,
+        description="URL link to the XML information table of the SEC filing.",
+    )
+
+
+class FMPForm13FHRFetcher(
+    Fetcher[
+        FMPForm13FHRQueryParams,
+        List[FMPForm13FHRData],
+    ]
+):
+    """Fetches and transforms data from the Form 13f endpoints."""
+
+    @staticmethod
+    def transform_query(params: Dict[str, Any]) -> FMPForm13FHRQueryParams:
+        """Transform the query params."""
+        return FMPForm13FHRQueryParams(**params)
+
+    @staticmethod
+    async def aextract_data(
+        query: FMPForm13FHRQueryParams,
+        credentials: Optional[Dict[str, str]] = None,
+        **kwargs: Any,
+    ) -> List[Dict]:
+        """Return the raw data from the House Disclosure endpoint."""
+        symbols = query.symbol.split(",")
+        results: List[Dict] = []
+
+        async def get_one(symbol):
+            """Get data for the given symbol."""
+            api_key = credentials.get("fmp_api_key") if credentials else ""
+            url = create_url(
+                3,
+                f"form-thirteen/{symbol}",
+                api_key,
+                query,
+                exclude=["symbol", "limit"],
+            )
+            result = await amake_request(url, **kwargs)
+            if not result or len(result) == 0:
+                warn(f"Symbol Error: No data found for symbol {symbol}")
+            if result:
+                results.extend(result)
+
+        await asyncio.gather(*[get_one(symbol) for symbol in symbols])
+
+        results = [i for i in results if isinstance(i, dict)]
+        if not results:
+            raise EmptyDataError("No data returned for the given symbol.")
+
+        return results
+
+    @staticmethod
+    def transform_data(
+        query: FMPForm13FHRQueryParams, data: List[Dict], **kwargs: Any
+    ) -> List[FMPForm13FHRData]:
+        """Return the transformed data."""
+        return [FMPForm13FHRData(**d) for d in data]
diff --git a/openbb_platform/providers/fmp/tests/test_fmp_fetchers.py b/openbb_platform/providers/fmp/tests/test_fmp_fetchers.py
index 30a05855e051..aa11d0ee43d9 100644
--- a/openbb_platform/providers/fmp/tests/test_fmp_fetchers.py
+++ b/openbb_platform/providers/fmp/tests/test_fmp_fetchers.py
@@ -5,6 +5,7 @@
 
 import pytest
 from openbb_core.app.service.user_service import UserService
+from openbb_fmp.models.form_13f import FMPForm13FHRFetcher
 from openbb_fmp.models.analyst_estimates import FMPAnalystEstimatesFetcher
 from openbb_fmp.models.available_indices import FMPAvailableIndicesFetcher
 from openbb_fmp.models.balance_sheet import FMPBalanceSheetFetcher
@@ -762,3 +763,16 @@ def test_fmp_historical_market_cap_fetcher(credentials=test_credentials):
     fetcher = FmpHistoricalMarketCapFetcher()
     result = fetcher.test(params, credentials)
     assert result is None
+
+
+@pytest.mark.record_http
+def test_fmp_form_13f_fetcher(credentials=test_credentials):
+    """Test FMP form 13f fetcher."""
+    params = {
+        "symbol": "0001388838",
+        "date": date(2021, 9, 30),
+        "limit": 1,
+    }
+    fetcher = FMPForm13FHRFetcher()
+    result = fetcher.test(params, credentials)
+    assert result is None

From 4ca868e622949d132f281b48e216b77343fa10e4 Mon Sep 17 00:00:00 2001
From: joshua <2541874972@qq.com>
Date: Mon, 25 Nov 2024 15:27:31 +0800
Subject: [PATCH 02/11] [Enhancement] Standardize the endpoint form_13f from
 FMP

---
 .../equity/integration/test_equity_api.py     |  8 +++
 .../equity/integration/test_equity_python.py  |  8 +++
 .../providers/fmp/openbb_fmp/__init__.py      |  2 +-
 .../models/{form_13f.py => form_13FHR.py}     | 66 ++++++++++++++-----
 .../providers/fmp/tests/test_fmp_fetchers.py  |  7 +-
 5 files changed, 68 insertions(+), 23 deletions(-)
 rename openbb_platform/providers/fmp/openbb_fmp/models/{form_13f.py => form_13FHR.py} (54%)

diff --git a/openbb_platform/extensions/equity/integration/test_equity_api.py b/openbb_platform/extensions/equity/integration/test_equity_api.py
index 299eb328d45f..58c91d9c42c7 100644
--- a/openbb_platform/extensions/equity/integration/test_equity_api.py
+++ b/openbb_platform/extensions/equity/integration/test_equity_api.py
@@ -1957,6 +1957,14 @@ def test_equity_fundamental_reported_financials(params, headers):
                 "provider": "sec",
             }
         ),
+        (
+                {
+                    "symbol": "NVDA",
+                    "date": None,
+                    "limit": 10,
+                    "provider": "fmp",
+                }
+        ),
     ],
 )
 @pytest.mark.integration
diff --git a/openbb_platform/extensions/equity/integration/test_equity_python.py b/openbb_platform/extensions/equity/integration/test_equity_python.py
index c47f4f919204..ce76a42ee3cd 100644
--- a/openbb_platform/extensions/equity/integration/test_equity_python.py
+++ b/openbb_platform/extensions/equity/integration/test_equity_python.py
@@ -1856,6 +1856,14 @@ def test_equity_fundamental_reported_financials(params, obb):
                 "provider": "sec",
             }
         ),
+        (
+                {
+                    "symbol": "NVDA",
+                    "date": None,
+                    "limit": 10,
+                    "provider": "fmp",
+                }
+        ),
     ],
 )
 @pytest.mark.integration
diff --git a/openbb_platform/providers/fmp/openbb_fmp/__init__.py b/openbb_platform/providers/fmp/openbb_fmp/__init__.py
index 371d153fce71..5e9599ab8ebf 100644
--- a/openbb_platform/providers/fmp/openbb_fmp/__init__.py
+++ b/openbb_platform/providers/fmp/openbb_fmp/__init__.py
@@ -39,7 +39,7 @@
 from openbb_fmp.models.etf_sectors import FMPEtfSectorsFetcher
 from openbb_fmp.models.executive_compensation import FMPExecutiveCompensationFetcher
 from openbb_fmp.models.financial_ratios import FMPFinancialRatiosFetcher
-from openbb_fmp.models.form_13f import FMPForm13FHRFetcher
+from openbb_fmp.models.form_13FHR import FMPForm13FHRFetcher
 from openbb_fmp.models.forward_ebitda_estimates import FMPForwardEbitdaEstimatesFetcher
 from openbb_fmp.models.forward_eps_estimates import FMPForwardEpsEstimatesFetcher
 from openbb_fmp.models.historical_dividends import FMPHistoricalDividendsFetcher
diff --git a/openbb_platform/providers/fmp/openbb_fmp/models/form_13f.py b/openbb_platform/providers/fmp/openbb_fmp/models/form_13FHR.py
similarity index 54%
rename from openbb_platform/providers/fmp/openbb_fmp/models/form_13f.py
rename to openbb_platform/providers/fmp/openbb_fmp/models/form_13FHR.py
index a437fb574c47..c3be5c555efa 100644
--- a/openbb_platform/providers/fmp/openbb_fmp/models/form_13f.py
+++ b/openbb_platform/providers/fmp/openbb_fmp/models/form_13FHR.py
@@ -1,18 +1,22 @@
 """Form 13f Model."""
 
 import asyncio
-from datetime import date as dateType
+from datetime import date as dateType, datetime
 from typing import Any, Dict, List, Optional
 from warnings import warn
 
+import pandas as pd
+import requests
+
 from openbb_core.provider.abstract.fetcher import Fetcher
 from openbb_core.provider.standard_models.form_13FHR import (
     Form13FHRData,
     Form13FHRQueryParams,
 )
+from openbb_core.provider.utils.descriptions import DATA_DESCRIPTIONS
 from openbb_core.provider.utils.errors import EmptyDataError
 from openbb_core.provider.utils.helpers import amake_request
-from openbb_fmp.utils.helpers import create_url
+from openbb_fmp.utils.helpers import create_url, response_callback
 from pydantic import Field
 
 
@@ -33,18 +37,18 @@ class FMPForm13FHRData(Form13FHRData):
         "asset_class": "titleOfClass",
         "filling_date": "fillingDate",
         "accepted_date": "acceptedDate",
-        "ticker_cusip": "tickercusip",
+        "symbol": "tickercusip",
         "final_link": "finalLink",
     }
-    filling_date: dateType = Field(
+    symbol: Optional[str] = Field(
+        default=None, description=DATA_DESCRIPTIONS.get("symbol", "")
+    )
+    filling_date: Optional[dateType] = Field(
         default=None, description="Date when the filing was submitted to the SEC."
     )
-    accepted_date: dateType = Field(
+    accepted_date: Optional[dateType] = Field(
         default=None, description="Date when the filing was accepted by the SEC."
     )
-    ticker_cusip: Optional[str] = Field(
-        default=None, description="Ticker symbol associated with the CUSIP."
-    )
     link: Optional[str] = Field(
         default=None, description="URL link to the SEC filing on the SEC website."
     )
@@ -73,32 +77,57 @@ async def aextract_data(
         credentials: Optional[Dict[str, str]] = None,
         **kwargs: Any,
     ) -> List[Dict]:
-        """Return the raw data from the House Disclosure endpoint."""
-        symbols = query.symbol.split(",")
+        """Return the raw data from the Form 13f endpoint."""
+        """Return the raw data from the Form 13f endpoint."""
+        api_key = credentials.get("fmp_api_key") if credentials else ""
+        symbol = query.symbol
+        if symbol.isnumeric():
+            cik = symbol
+        else:
+            symbol_cik_json = requests.get("https://www.sec.gov/files/company_tickers.json",
+                                           headers={
+                                               "user-agent": "Mozilla/5.0 (Linux; Android 6.0; Nexus 5 Build/MRA58N) AppleWebKit/537.36 (KHTML, like Gecko) Chrome/131.0.0.0 Mobile Safari/537.36"}).json()
+            df = pd.DataFrame.from_dict(symbol_cik_json, orient="index")
+            df.set_index("ticker", inplace=True)
+            cik = str(df.loc[symbol, "cik_str"])
+            cik = cik.zfill(10)
+        date_url = create_url(
+            3,
+            f"form-thirteen-date/{cik}",
+            api_key,
+            query,
+            exclude=["symbol", "limit"],
+        )
+        dates = await amake_request(date_url, response_callback=response_callback, **kwargs)
+        if not dates:
+            raise EmptyDataError("No data returned for the given symbol.")
+        if not dates or len(dates) == 0:
+            warn(f"Symbol Error: No data found for symbol {symbol}")
         results: List[Dict] = []
 
-        async def get_one(symbol):
-            """Get data for the given symbol."""
-            api_key = credentials.get("fmp_api_key") if credentials else ""
+        async def get_one(date):
+            """Get data for the given date."""
+            date = datetime.strptime(date, "%Y-%m-%d").date()
+            query.date = date
             url = create_url(
                 3,
-                f"form-thirteen/{symbol}",
+                f"form-thirteen/{cik}",
                 api_key,
                 query,
                 exclude=["symbol", "limit"],
             )
-            result = await amake_request(url, **kwargs)
+            result = await amake_request(url, response_callback=response_callback, **kwargs)
             if not result or len(result) == 0:
                 warn(f"Symbol Error: No data found for symbol {symbol}")
             if result:
                 results.extend(result)
 
-        await asyncio.gather(*[get_one(symbol) for symbol in symbols])
+        await asyncio.gather(*[get_one(date) for date in dates])
 
-        results = [i for i in results if isinstance(i, dict)]
         if not results:
             raise EmptyDataError("No data returned for the given symbol.")
-
+        if query.limit:
+            return results[:query.limit]
         return results
 
     @staticmethod
@@ -106,4 +135,5 @@ def transform_data(
         query: FMPForm13FHRQueryParams, data: List[Dict], **kwargs: Any
     ) -> List[FMPForm13FHRData]:
         """Return the transformed data."""
+        [d.pop("cik", None) for d in data]
         return [FMPForm13FHRData(**d) for d in data]
diff --git a/openbb_platform/providers/fmp/tests/test_fmp_fetchers.py b/openbb_platform/providers/fmp/tests/test_fmp_fetchers.py
index aa11d0ee43d9..fafaa510cbb2 100644
--- a/openbb_platform/providers/fmp/tests/test_fmp_fetchers.py
+++ b/openbb_platform/providers/fmp/tests/test_fmp_fetchers.py
@@ -5,7 +5,7 @@
 
 import pytest
 from openbb_core.app.service.user_service import UserService
-from openbb_fmp.models.form_13f import FMPForm13FHRFetcher
+from openbb_fmp.models.form_13FHR import FMPForm13FHRFetcher
 from openbb_fmp.models.analyst_estimates import FMPAnalystEstimatesFetcher
 from openbb_fmp.models.available_indices import FMPAvailableIndicesFetcher
 from openbb_fmp.models.balance_sheet import FMPBalanceSheetFetcher
@@ -765,12 +765,11 @@ def test_fmp_historical_market_cap_fetcher(credentials=test_credentials):
     assert result is None
 
 
-@pytest.mark.record_http
+# @pytest.mark.record_http
 def test_fmp_form_13f_fetcher(credentials=test_credentials):
     """Test FMP form 13f fetcher."""
     params = {
-        "symbol": "0001388838",
-        "date": date(2021, 9, 30),
+        "symbol": "AAPL",
         "limit": 1,
     }
     fetcher = FMPForm13FHRFetcher()

From 82e7c32077f9a525db2d7c883b368087d1a2e933 Mon Sep 17 00:00:00 2001
From: joshua <2541874972@qq.com>
Date: Wed, 27 Nov 2024 10:18:59 +0800
Subject: [PATCH 03/11] [Feature] Use FMP endpoints for FMP data

---
 .../fmp/openbb_fmp/models/form_13FHR.py       | 27 +++++++++++--------
 1 file changed, 16 insertions(+), 11 deletions(-)

diff --git a/openbb_platform/providers/fmp/openbb_fmp/models/form_13FHR.py b/openbb_platform/providers/fmp/openbb_fmp/models/form_13FHR.py
index c3be5c555efa..7be43b9a526b 100644
--- a/openbb_platform/providers/fmp/openbb_fmp/models/form_13FHR.py
+++ b/openbb_platform/providers/fmp/openbb_fmp/models/form_13FHR.py
@@ -5,8 +5,7 @@
 from typing import Any, Dict, List, Optional
 from warnings import warn
 
-import pandas as pd
-import requests
+from pydantic import Field
 
 from openbb_core.provider.abstract.fetcher import Fetcher
 from openbb_core.provider.standard_models.form_13FHR import (
@@ -17,7 +16,6 @@
 from openbb_core.provider.utils.errors import EmptyDataError
 from openbb_core.provider.utils.helpers import amake_request
 from openbb_fmp.utils.helpers import create_url, response_callback
-from pydantic import Field
 
 
 class FMPForm13FHRQueryParams(Form13FHRQueryParams):
@@ -84,13 +82,19 @@ async def aextract_data(
         if symbol.isnumeric():
             cik = symbol
         else:
-            symbol_cik_json = requests.get("https://www.sec.gov/files/company_tickers.json",
-                                           headers={
-                                               "user-agent": "Mozilla/5.0 (Linux; Android 6.0; Nexus 5 Build/MRA58N) AppleWebKit/537.36 (KHTML, like Gecko) Chrome/131.0.0.0 Mobile Safari/537.36"}).json()
-            df = pd.DataFrame.from_dict(symbol_cik_json, orient="index")
-            df.set_index("ticker", inplace=True)
-            cik = str(df.loc[symbol, "cik_str"])
-            cik = cik.zfill(10)
+            query.includeCurrentQuarter = "false"
+            cik_url = create_url(
+                4,
+                f"institutional-ownership/symbol-ownership",
+                api_key,
+                query,
+                exclude=["limit"],
+            )
+            cik = await amake_request(cik_url, response_callback=response_callback, **kwargs)
+            if len(cik) == 0:
+                raise EmptyDataError("Can't get cik for the given symbol.")
+            cik = cik[0]["cik"]
+            del query.includeCurrentQuarter
         date_url = create_url(
             3,
             f"form-thirteen-date/{cik}",
@@ -135,5 +139,6 @@ def transform_data(
         query: FMPForm13FHRQueryParams, data: List[Dict], **kwargs: Any
     ) -> List[FMPForm13FHRData]:
         """Return the transformed data."""
-        [d.pop("cik", None) for d in data]
+        if query.symbol.isnumeric():
+            [d.pop("cik", None) for d in data]
         return [FMPForm13FHRData(**d) for d in data]

From c40ec7e4b18e4b59d26e7bebf952a864e0800c02 Mon Sep 17 00:00:00 2001
From: joshua <2541874972@qq.com>
Date: Mon, 9 Dec 2024 10:31:40 +0800
Subject: [PATCH 04/11] [Enhancement] Fix branch 13f,use
 FMPEquityProfileFetcher to get cik

---
 .../fmp/openbb_fmp/models/form_13FHR.py       | 30 ++++++++-----------
 1 file changed, 12 insertions(+), 18 deletions(-)

diff --git a/openbb_platform/providers/fmp/openbb_fmp/models/form_13FHR.py b/openbb_platform/providers/fmp/openbb_fmp/models/form_13FHR.py
index 7be43b9a526b..3dd1465103a2 100644
--- a/openbb_platform/providers/fmp/openbb_fmp/models/form_13FHR.py
+++ b/openbb_platform/providers/fmp/openbb_fmp/models/form_13FHR.py
@@ -5,6 +5,8 @@
 from typing import Any, Dict, List, Optional
 from warnings import warn
 
+from openbb_core.app.model.abstract.error import OpenBBError
+from openbb_fmp.models.equity_profile import FMPEquityProfileFetcher
 from pydantic import Field
 
 from openbb_core.provider.abstract.fetcher import Fetcher
@@ -75,26 +77,18 @@ async def aextract_data(
         credentials: Optional[Dict[str, str]] = None,
         **kwargs: Any,
     ) -> List[Dict]:
-        """Return the raw data from the Form 13f endpoint."""
         """Return the raw data from the Form 13f endpoint."""
         api_key = credentials.get("fmp_api_key") if credentials else ""
-        symbol = query.symbol
-        if symbol.isnumeric():
-            cik = symbol
+        if query.symbol.isnumeric():
+            cik = query.symbol
         else:
-            query.includeCurrentQuarter = "false"
-            cik_url = create_url(
-                4,
-                f"institutional-ownership/symbol-ownership",
-                api_key,
-                query,
-                exclude=["limit"],
-            )
-            cik = await amake_request(cik_url, response_callback=response_callback, **kwargs)
-            if len(cik) == 0:
-                raise EmptyDataError("Can't get cik for the given symbol.")
-            cik = cik[0]["cik"]
-            del query.includeCurrentQuarter
+            try:
+                profile = await FMPEquityProfileFetcher.fetch_data({"symbol": query.symbol}, {"fmp_api_key": api_key})
+                cik = getattr(profile[0], "cik", "")
+                if not cik:
+                    raise OpenBBError(f"Invalid symbol -> {query.symbol}")
+            except OpenBBError as e:
+                raise OpenBBError(f"Invalid symbol -> {query.symbol} -> {e}")
         date_url = create_url(
             3,
             f"form-thirteen-date/{cik}",
@@ -106,7 +100,7 @@ async def aextract_data(
         if not dates:
             raise EmptyDataError("No data returned for the given symbol.")
         if not dates or len(dates) == 0:
-            warn(f"Symbol Error: No data found for symbol {symbol}")
+            warn(f"Symbol Error: No data found for symbol {cik}")
         results: List[Dict] = []
 
         async def get_one(date):

From 31690672ab47acdec246f933bd91f1714a56e4b2 Mon Sep 17 00:00:00 2001
From: joshua <2541874972@qq.com>
Date: Mon, 16 Dec 2024 09:10:20 +0800
Subject: [PATCH 05/11] [Enhancement] Fix branch 13f

---
 .../extensions/equity/integration/test_equity_api.py | 12 ++++++------
 1 file changed, 6 insertions(+), 6 deletions(-)

diff --git a/openbb_platform/extensions/equity/integration/test_equity_api.py b/openbb_platform/extensions/equity/integration/test_equity_api.py
index 50958c31562f..662d32ebfd14 100644
--- a/openbb_platform/extensions/equity/integration/test_equity_api.py
+++ b/openbb_platform/extensions/equity/integration/test_equity_api.py
@@ -1986,12 +1986,12 @@ def test_equity_fundamental_reported_financials(params, headers):
             }
         ),
         (
-                {
-                    "symbol": "NVDA",
-                    "date": None,
-                    "limit": 10,
-                    "provider": "fmp",
-                }
+            {
+                "symbol": "NVDA",
+                "date": None,
+                "limit": 10,
+                "provider": "fmp",
+            }
         ),
     ],
 )

From 3a4d20393bfac6c895c5984948059c81cdc989d2 Mon Sep 17 00:00:00 2001
From: joshua <2541874972@qq.com>
Date: Mon, 16 Dec 2024 09:19:16 +0800
Subject: [PATCH 06/11] [Enhancement] Fix branch 13f

---
 openbb_platform/providers/fmp/tests/test_fmp_fetchers.py | 4 +++-
 1 file changed, 3 insertions(+), 1 deletion(-)

diff --git a/openbb_platform/providers/fmp/tests/test_fmp_fetchers.py b/openbb_platform/providers/fmp/tests/test_fmp_fetchers.py
index 25d96d8d53ae..3883e3d50f3b 100644
--- a/openbb_platform/providers/fmp/tests/test_fmp_fetchers.py
+++ b/openbb_platform/providers/fmp/tests/test_fmp_fetchers.py
@@ -771,10 +771,12 @@ def test_fmp_historical_market_cap_fetcher(credentials=test_credentials):
 def test_fmp_form_13f_fetcher(credentials=test_credentials):
     """Test FMP form 13f fetcher."""
     params = {
-        "symbol": "AAPL",
+        "symbol": "NVDA",
         "limit": 1,
     }
     fetcher = FMPForm13FHRFetcher()
+    result = fetcher.test(params, credentials)
+    assert result is None
 
 
 @pytest.mark.record_http

From ade080d433da5845393b6f418f214f7aba01a935 Mon Sep 17 00:00:00 2001
From: joshuaBri <135589852+joshuaBri@users.noreply.github.com>
Date: Tue, 17 Dec 2024 09:41:41 +0800
Subject: [PATCH 07/11] Update
 openbb_platform/providers/fmp/openbb_fmp/models/form_13FHR.py

Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
---
 openbb_platform/providers/fmp/openbb_fmp/models/form_13FHR.py | 2 +-
 1 file changed, 1 insertion(+), 1 deletion(-)

diff --git a/openbb_platform/providers/fmp/openbb_fmp/models/form_13FHR.py b/openbb_platform/providers/fmp/openbb_fmp/models/form_13FHR.py
index 3dd1465103a2..f3878e136553 100644
--- a/openbb_platform/providers/fmp/openbb_fmp/models/form_13FHR.py
+++ b/openbb_platform/providers/fmp/openbb_fmp/models/form_13FHR.py
@@ -116,7 +116,7 @@ async def get_one(date):
             )
             result = await amake_request(url, response_callback=response_callback, **kwargs)
             if not result or len(result) == 0:
-                warn(f"Symbol Error: No data found for symbol {symbol}")
+                warn(f"Symbol Error: No data found for symbol {query.symbol}")
             if result:
                 results.extend(result)
 

From bac820670bcfe6e8287a0c12aa56036d504e19a9 Mon Sep 17 00:00:00 2001
From: joshuaBri <135589852+joshuaBri@users.noreply.github.com>
Date: Tue, 17 Dec 2024 09:42:05 +0800
Subject: [PATCH 08/11] Update
 openbb_platform/providers/fmp/openbb_fmp/models/form_13FHR.py

Co-authored-by: Danglewood <85772166+deeleeramone@users.noreply.github.com>
---
 openbb_platform/providers/fmp/openbb_fmp/models/form_13FHR.py | 3 +--
 1 file changed, 1 insertion(+), 2 deletions(-)

diff --git a/openbb_platform/providers/fmp/openbb_fmp/models/form_13FHR.py b/openbb_platform/providers/fmp/openbb_fmp/models/form_13FHR.py
index f3878e136553..25b9c501453e 100644
--- a/openbb_platform/providers/fmp/openbb_fmp/models/form_13FHR.py
+++ b/openbb_platform/providers/fmp/openbb_fmp/models/form_13FHR.py
@@ -134,5 +134,4 @@ def transform_data(
     ) -> List[FMPForm13FHRData]:
         """Return the transformed data."""
         if query.symbol.isnumeric():
-            [d.pop("cik", None) for d in data]
-        return [FMPForm13FHRData(**d) for d in data]
+        return [FMPForm13FHRData(**{k: v for k, v in d.items if k != "cik"}) for d in data]

From 899777d3dae694e33c55eb47b026abf6f4cb88d8 Mon Sep 17 00:00:00 2001
From: joshua <2541874972@qq.com>
Date: Tue, 17 Dec 2024 09:59:11 +0800
Subject: [PATCH 09/11] [Enhancement] Fix branch 13f

---
 .../providers/fmp/openbb_fmp/models/form_13FHR.py            | 5 ++---
 1 file changed, 2 insertions(+), 3 deletions(-)

diff --git a/openbb_platform/providers/fmp/openbb_fmp/models/form_13FHR.py b/openbb_platform/providers/fmp/openbb_fmp/models/form_13FHR.py
index 25b9c501453e..8eaa2019704b 100644
--- a/openbb_platform/providers/fmp/openbb_fmp/models/form_13FHR.py
+++ b/openbb_platform/providers/fmp/openbb_fmp/models/form_13FHR.py
@@ -99,8 +99,6 @@ async def aextract_data(
         dates = await amake_request(date_url, response_callback=response_callback, **kwargs)
         if not dates:
             raise EmptyDataError("No data returned for the given symbol.")
-        if not dates or len(dates) == 0:
-            warn(f"Symbol Error: No data found for symbol {cik}")
         results: List[Dict] = []
 
         async def get_one(date):
@@ -134,4 +132,5 @@ def transform_data(
     ) -> List[FMPForm13FHRData]:
         """Return the transformed data."""
         if query.symbol.isnumeric():
-        return [FMPForm13FHRData(**{k: v for k, v in d.items if k != "cik"}) for d in data]
+            return [FMPForm13FHRData(**{k: v for k, v in d.items() if k != "cik"}) for d in data]
+        return [FMPForm13FHRData(**d) for d in data]

From ba5c2709897b8945747489ffe7edab9eb63f2fa4 Mon Sep 17 00:00:00 2001
From: joshua <2541874972@qq.com>
Date: Thu, 9 Jan 2025 11:04:11 +0800
Subject: [PATCH 10/11] [BugFix]Parameter date Functions

---
 .../providers/fmp/openbb_fmp/models/form_13FHR.py  |  6 ++++++
 .../providers/fmp/openbb_fmp/utils/parse_13f.py    | 14 ++++++++++++++
 .../providers/fmp/tests/test_fmp_fetchers.py       |  5 +++--
 3 files changed, 23 insertions(+), 2 deletions(-)
 create mode 100644 openbb_platform/providers/fmp/openbb_fmp/utils/parse_13f.py

diff --git a/openbb_platform/providers/fmp/openbb_fmp/models/form_13FHR.py b/openbb_platform/providers/fmp/openbb_fmp/models/form_13FHR.py
index 8eaa2019704b..d61cfab4400d 100644
--- a/openbb_platform/providers/fmp/openbb_fmp/models/form_13FHR.py
+++ b/openbb_platform/providers/fmp/openbb_fmp/models/form_13FHR.py
@@ -18,6 +18,7 @@
 from openbb_core.provider.utils.errors import EmptyDataError
 from openbb_core.provider.utils.helpers import amake_request
 from openbb_fmp.utils.helpers import create_url, response_callback
+from openbb_fmp.utils.parse_13f import date_to_quarter_end
 
 
 class FMPForm13FHRQueryParams(Form13FHRQueryParams):
@@ -97,6 +98,11 @@ async def aextract_data(
             exclude=["symbol", "limit"],
         )
         dates = await amake_request(date_url, response_callback=response_callback, **kwargs)
+        if query.date:
+            date = date_to_quarter_end(str(query.date))
+            if date not in dates:
+                raise EmptyDataError(f"Data for Date {date} not found for cik {cik},please change the date")
+            dates = [date]
         if not dates:
             raise EmptyDataError("No data returned for the given symbol.")
         results: List[Dict] = []
diff --git a/openbb_platform/providers/fmp/openbb_fmp/utils/parse_13f.py b/openbb_platform/providers/fmp/openbb_fmp/utils/parse_13f.py
new file mode 100644
index 000000000000..61ab4f38aef3
--- /dev/null
+++ b/openbb_platform/providers/fmp/openbb_fmp/utils/parse_13f.py
@@ -0,0 +1,14 @@
+"""Utility functions for parsing FMP Form 13F-HR."""
+
+
+def date_to_quarter_end(date: str) -> str:
+    """Convert a date to the end of the calendar quarter."""
+    # pylint: disable=import-outside-toplevel
+    from pandas import to_datetime
+    from pandas.tseries.offsets import QuarterEnd
+
+    return (
+        (to_datetime(date).to_period("Q").to_timestamp("D") + QuarterEnd())
+        .date()
+        .strftime("%Y-%m-%d")
+    )
diff --git a/openbb_platform/providers/fmp/tests/test_fmp_fetchers.py b/openbb_platform/providers/fmp/tests/test_fmp_fetchers.py
index 3883e3d50f3b..60c904b863f9 100644
--- a/openbb_platform/providers/fmp/tests/test_fmp_fetchers.py
+++ b/openbb_platform/providers/fmp/tests/test_fmp_fetchers.py
@@ -767,11 +767,12 @@ def test_fmp_historical_market_cap_fetcher(credentials=test_credentials):
 
 
 
-@pytest.mark.record_http
+# @pytest.mark.record_http
 def test_fmp_form_13f_fetcher(credentials=test_credentials):
     """Test FMP form 13f fetcher."""
     params = {
-        "symbol": "NVDA",
+        "symbol": "brk-a",
+        "date": date(2024, 9, 30),
         "limit": 1,
     }
     fetcher = FMPForm13FHRFetcher()

From 2b47779c9ce931c5c55319d87c1c3fb7a57e4518 Mon Sep 17 00:00:00 2001
From: joshua <2541874972@qq.com>
Date: Thu, 9 Jan 2025 11:16:45 +0800
Subject: [PATCH 11/11] [BugFix] remove annotation

---
 openbb_platform/providers/fmp/tests/test_fmp_fetchers.py | 2 +-
 1 file changed, 1 insertion(+), 1 deletion(-)

diff --git a/openbb_platform/providers/fmp/tests/test_fmp_fetchers.py b/openbb_platform/providers/fmp/tests/test_fmp_fetchers.py
index 60c904b863f9..5f4e21599ea2 100644
--- a/openbb_platform/providers/fmp/tests/test_fmp_fetchers.py
+++ b/openbb_platform/providers/fmp/tests/test_fmp_fetchers.py
@@ -767,7 +767,7 @@ def test_fmp_historical_market_cap_fetcher(credentials=test_credentials):
 
 
 
-# @pytest.mark.record_http
+@pytest.mark.record_http
 def test_fmp_form_13f_fetcher(credentials=test_credentials):
     """Test FMP form 13f fetcher."""
     params = {