[otoburb]

Seems like 1-3 above could be answered/tracked with some plumbing pipeline elbow grease leveraging tools like open source edgartools[1] (just a happy user) or sec-api[2] paid proprietary service.

4 would be a heavier lift because it goes beyond the basic skill set of an average data/junior analyst.

[1] https://github.com/dgunning/edgartools

[2] https://sec-api.io/

[am3101]

For sure though I assume this is targeting small shops without R&D teams. R&D teams prob have built this tooling / you can get it from Bloomberg.

Target shops don’t have time to dedicate to elbow grease