Form QRTLYRPT Files Dataset

The Form QRTLYRPT Files Dataset packages every Form QRTLYRPT and Form QRTLYRPT/A submitted to EDGAR from May 2003 to the present, the SEC's quarterly periodic report filed by multilateral development banks (MDBs) and similar supranational financial institutions whose securities are registered under the Securities Act of 1933. One record corresponds to one EDGAR accession — a single quarterly report from one institution such as the International Bank for Reconstruction and Development (the World Bank), the International Finance Corporation, the Inter-American Development Bank, the European Bank for Reconstruction and Development, the Asian Development Bank, or the African Development Bank — materialised on disk as one accession-numbered folder containing a parsed metadata.json plus the SGML-wrapped textual documents that comprised the original submission. Records are grouped into monthly ZIP containers keyed by filedAt calendar month, and the file types found inside the archives are TXT, JSON, HTML, and PDF. Each filing typically carries condensed unaudited quarterly financial statements, management's discussion and analysis, schedules of purchases and sales of the institution's primary obligations, and related supplemental disclosures.

Dataset APIs

Dataset Files

What This Dataset Contains

The dataset is a comprehensive archive of Form QRTLYRPT and Form QRTLYRPT/A filings — the quarterly periodic reports of multilateral development banks — covering the entire universe of qualifying supranational issuers from EDGAR's adoption of electronic submission for these filers in May 2003 through the present. The form types covered are QRTLYRPT (an original quarterly report) and QRTLYRPT/A (an amendment to a previously filed quarterly report); the formType field inside each metadata.json is the authoritative discriminator between the two.

For every accession, the dataset includes the original textual document content of the submission alongside a parsed JSON header, with the deliberate exception of binary image attachments. The substantive content of a QRTLYRPT is comparable in spirit to a corporate Form 10-Q, but it is filed under a tailored regulatory regime (typified for the Inter-American Development Bank by Regulation IA, Rule 2(a), and analogous rules for the other banks) rather than under Regulation S-X / Regulation S-K. Each report covers one fiscal quarter and presents condensed unaudited financial statements, management's discussion and analysis, and disclosures concerning the institution's primary obligations (the debt securities it issues into capital markets), including purchases and sales during the quarter, together with related supplemental schedules.

The dataset is distributed as monthly ZIP archives keyed by filedAt calendar month. Inside the archives, the file types are TXT, JSON, HTML, and PDF: older submissions are more likely to use plain-text bodies or PDF primary documents (where the bank chose to file the financial report as a typeset PDF), while modern submissions are almost exclusively HTML primary documents wrapped in the EDGAR SGML envelope. The JSON file type corresponds to the per-record metadata.json rather than to any document filed by the bank. The dataset does not ship XBRL instance documents, schemas, or linkbases; QRTLYRPT was never brought into the SEC's interactive-data tagging mandate and the form is not structurally tagged.

Content Structure of a Single Record

What one record represents

One record in the Form QRTLYRPT Files Dataset is a single quarterly periodic report submitted to EDGAR by a multilateral development bank, materialised on disk as one accession-numbered folder. The folder is named with the dash-stripped EDGAR accession number (for example 000199937125011191 for accession 0001999371-25-011191) and contains exactly one metadata.json plus the textual document content of that submission, with the deliberate exception of binary image attachments.

Each record is therefore a one-to-one mirror of one EDGAR submission — its parsed header metadata and its body documents — repackaged into a deterministic folder layout. Records are delivered grouped into monthly ZIP archives keyed by filedAt calendar month, but the unit of analysis is the individual accession folder, not the monthly archive.

What the underlying filing is

Form QRTLYRPT is the SEC's periodic quarterly report form used by international financial institutions whose securities are registered under the special accommodation provisions for multilateral development banks. Filers are a small, stable universe of supranational lenders such as the International Bank for Reconstruction and Development (the World Bank), the International Finance Corporation, the Inter-American Development Bank, the European Bank for Reconstruction and Development, the Asian Development Bank, and the African Development Bank. These institutions are tracked under the SEC's 083- file number series rather than the ordinary corporate 001- or 333- ranges, and their act field on EDGAR commonly records 34 for the Securities Exchange Act of 1934 context in which the periodic disclosure obligation is administered.

Layered content inside a record

Inside the accession folder, content is organised into two distinct layers:

1. A structured metadata layer (metadata.json) that captures the EDGAR submission header in JSON form. It is generated once per filing and is always present.
2. A document layer consisting of one or more SGML-wrapped primary documents — typically one per filing — carrying the actual narrative and financial content of the quarterly report.

Image attachments listed in the original EDGAR submission (typically GRAPHIC document types) are referenced inside metadata.json via their original EDGAR URLs but their bytes are deliberately omitted from the folder. The dataset does not ship XBRL instance documents, schemas, or linkbases.

The metadata.json component

metadata.json is the parsed EDGAR header for the submission, encoded as a single JSON object. The fields that carry intentional, documented meaning include:

• formType: either QRTLYRPT or QRTLYRPT/A.
• accessionNo: the canonical dashed accession number (e.g. 0001999371-25-011191), uniquely identifying the filing on EDGAR.
• filedAt: an ISO-8601 timestamp with timezone offset recording when the submission was accepted by EDGAR.
• periodOfReport: the quarter-end date the report covers (typically a calendar quarter close such as 2025-03-31, 2025-06-30, 2025-09-30, or 2024-12-31; some filers report on non-calendar fiscal quarters).
• description: the human-readable form description (Form QRTLYRPT - Periodic Development Bank filing, submitted quarterly).
• linkToFilingDetails: URL to the primary HTML document on EDGAR.
• linkToTxt: URL to the full SGML submission text bundle on EDGAR.
• linkToHtml: URL to the EDGAR filing index page.
• linkToXbrl: present as a field but empty for this dataset, since QRTLYRPT filings carry no XBRL instance.
• documentFormatFiles: an array enumerating every document attached to the submission. Each entry carries sequence, size (in bytes, as a string), documentUrl, description, and type (e.g. QRTLYRPT, GRAPHIC). The terminal element with a blank sequence describes the complete .txt submission bundle on EDGAR.
• dataFiles: an array intended for structured data attachments; empty for QRTLYRPT.
• seriesAndClassesContractsInformation: an array reserved for fund-style series/class metadata; empty for this dataset.
• entities: an array of filer objects, each with act (governing statute number, e.g. 34), cik, fileNo (the development-bank file number in the 083- range, such as 083-00001 for the Inter-American Development Bank or 083-00006 for the European Bank for Reconstruction and Development), irsNo, companyName annotated with a role suffix such as (Filer), type (QRTLYRPT), filmNo, and optionally an sic code (e.g. 6029 Commercial Banks, NEC).
• id: an opaque hash identifier for the record.

metadata.json therefore captures both the identity of the filing (form type, accession, period, filers) and a complete inventory of every document that originally accompanied it on EDGAR, including those whose bytes are not reproduced in the folder.

The primary document component

The body of the quarterly report ships as one or more SGML-wrapped files, almost always with an .htm extension. These are not pure HTML files: each one opens with the EDGAR SGML <DOCUMENT> envelope, which records the document's <TYPE> (for example QRTLYRPT), <SEQUENCE>, <FILENAME>, and <DESCRIPTION>, then transitions through <TEXT> into an inner <HTML> body. The closing </TEXT></DOCUMENT> brackets the SGML wrapping shut. Any extraction pipeline that treats these files as raw HTML must either tolerate or strip the EDGAR header lines, since they precede the <HTML> opening tag and would be invalid in a strict HTML parser.

Within the HTML body, the substantive content is the quarterly report itself, formatted as a single long-form document with embedded headings, paragraphs, and tables. The internal structure varies by filer because each multilateral development bank operates under its own bespoke disclosure regulation, but common patterns include:

• A cover page identifying the institution, the form type, the quarter-end period, and any relevant SEC file numbers.
• A statement of basis of preparation referencing the institution's accounting framework (which may be IFRS, U.S. GAAP, or an institution-specific framework).
• A condensed income statement (or statement of operations) for the quarter and the year-to-date period.
• A condensed balance sheet (statement of financial position) as of the quarter-end and as of the prior fiscal year-end.
• A condensed statement of cash flows for the year-to-date period.
• A condensed statement of changes in equity or reserves.
• Notes to the financial statements covering accounting policies, fair-value measurement, derivatives and hedging, loan portfolios, borrowings, and member-state subscriptions or capital schedules.
• Management's discussion and analysis of financial condition and results of operations.
• Schedules of purchases and sales of the institution's primary obligations (its issued debt) during the quarter, often broken out by currency, maturity, or instrument type.
• Supplemental disclosures specific to the development-bank context, such as country exposure, lending commitments, or member-state capital changes.

Concrete layout patterns differ by filer. European Bank for Reconstruction and Development filings ship the full Financial Report as one HTML document containing a cover page, primary statements, member-state schedules, and notes. Inter-American Development Bank filings follow the U.S.-style Periodic Report layout under Regulation IA, Rule 2(a): an SEC-style cover page, numbered items (purchases and sales of primary obligations, the quarterly financial statements presented as Annex B, and any material modifications of exhibits), followed by management's discussion and analysis and the condensed unaudited financial statements. World Bank, IFC, and other regional banks each follow their own analogous templates.

When a filing comprises multiple documents, each is wrapped in its own <DOCUMENT> envelope and stored as a separate file in the accession folder. Auxiliary documents may include exhibits, additional schedules, or correspondence components, each tagged with its own <TYPE> value in the SGML header. Image attachments (GRAPHIC types — typically logos, charts, or photographic assets embedded in the HTML) are catalogued in documentFormatFiles but their binary content is not redistributed.

Included content

Each accession folder includes the parsed EDGAR header as metadata.json plus the original textual and document content of the submission: the primary QRTLYRPT document and any non-image exhibits, schedules, or supporting documents that EDGAR accepted as part of the same accession. Where an original submission contained multiple QRTLYRPT-typed documents, all of them are preserved.

Excluded or separate content

Image attachments associated with the submission (the GRAPHIC entries in documentFormatFiles) are not redistributed; only their EDGAR URLs survive inside metadata.json. The aggregated .txt SGML submission bundle that EDGAR produces (the concatenation of all documents into a single full-submission file) is also not bundled into the accession folder, but its EDGAR URL is retained as linkToTxt. There are no XBRL instance documents, calculation linkbases, label linkbases, or rendering R-files, because QRTLYRPT submissions are not interactive-data tagged.

Format consistency and evolution over time

The dataset spans EDGAR submissions from May 2003 to the present. Across that span the SGML <DOCUMENT> envelope has been a constant feature of EDGAR ingestion, so every accession folder, regardless of vintage, contains documents wrapped in that header. Older submissions are more likely to use plain-text bodies or PDF primary documents, while modern submissions are almost exclusively HTML primary documents wrapped in the SGML envelope.

The substantive structure of the underlying quarterly report has been comparatively stable, because each filer's disclosure layout is governed by its own regulation rather than by a common SEC item-and-part schema. Within an individual filer the section ordering, statement formats, and supplemental schedules tend to persist quarter to quarter, with incremental refinements (for example more granular fair-value or risk disclosures) following changes in that filer's accounting framework rather than SEC rule changes.

Interpretation notes

Several nuances matter for accurate interpretation and machine extraction:

• The primary .htm files are SGML-wrapped, so the bytes preceding <HTML> are EDGAR header lines, not malformed HTML. Parsers should consume the SGML envelope intentionally or strip it before passing the body to an HTML processor.
• The formType field is the only reliable signal for distinguishing original filings (QRTLYRPT) from amendments (QRTLYRPT/A). Amendments are not separately marked at the folder-name level, since the accession number alone does not encode amendment status, and an amendment fully restates rather than diff-patches the original report.
• The folder name uses the dash-stripped form of the accession number while metadata.json and EDGAR URLs use the canonical dashed form — both refer to the same submission.
• References to image assets inside the HTML body may resolve to URLs at EDGAR rather than to local files, because image bytes are intentionally not part of the dataset; rendering the HTML offline will leave those references broken unless the consumer fetches the originals.
• The entities array can in principle contain more than one filer object, and each filer carries its own CIK, file number, and SIC; downstream joins should treat the array as multi-valued.
• Because the universe of filers is small and well-known, the same institution recurs across many quarters, and historical comparability for a single filer is generally good across years even though disclosure layouts differ between filers.
• periodOfReport, not filedAt, is the correct anchor for time-series analysis of quarterly results; filedAt only records when the submission was accepted by EDGAR, which typically lags the quarter-end by weeks.
• Financial statements inside the HTML body are presented as visually formatted tables rather than as machine-readable structured data, so any extraction of line items requires HTML/table parsing or layout-aware text extraction; there are no XBRL facts to query.

Who Files or Publishes This Dataset, and When

Who files the record

Form QRTLYRPT is filed by a narrow class of issuers: multilateral development banks and similar supranational financial institutions that have securities registered with the SEC. The filer is always the institution itself, acting as issuer of its registered debt. There are no insider, beneficial-owner, or third-party reporting persons in this regime — every record is an issuer-level periodic report.

Typical filers include:

• International Bank for Reconstruction and Development (IBRD)
• International Finance Corporation (IFC)
• Inter-American Development Bank (IDB)
• African Development Bank (AfDB)
• Asian Development Bank (ADB)
• European Bank for Reconstruction and Development (EBRD), where applicable
• Other regional multilateral development banks with U.S.-registered debt programs

These entities are creatures of intergovernmental treaty and U.S. implementing statutes (the Bretton Woods Agreements Act and parallel acts for the IDB, ADB, AfDB, IFC, etc.). Under that special regime, the SEC accepts QRTLYRPT (quarterly) and ANNLRPT (annual report) reports in lieu of the standard Exchange Act periodic forms used by ordinary issuers. They are not domestic operating companies, foreign private issuers, or registered investment companies, and they do not file Form 10-Q, Form 10-K, Form 20-F, Form 40-F, N-CSR, or N-PORT.

QRTLYRPT/A is an amendment filed by the same institution that submitted the original QRTLYRPT.

When the record is created or required

Form QRTLYRPT is periodic, not event-driven. The trigger is the close of a fiscal quarter for which the institution provides interim financial information to U.S. investors in its registered securities. Each filer submits one QRTLYRPT per applicable quarter, on the cadence of its own fiscal calendar — calendar-year for most regional banks, but a July-to-June fiscal year for IBRD and IFC.

Reports are typically furnished within weeks of quarter-end, in line with the institution's internal close and its established practice with SEC staff. The Section 13(a) accelerated filer/large-accelerated deadline structure does not apply: these institutions sit outside that classification entirely, and timing is governed by their special regime rather than Rule 13a-13.

QRTLYRPT/A amendments are filed only when the institution determines (or SEC staff suggests) that a prior quarterly report needs correction, restatement, or supplementation. There is no fixed amendment deadline.

The dataset's earliest electronic record is May 2003; quarterly reporting by these institutions long predates EDGAR but earlier filings were on paper.

Important distinctions

• Not Form 10-Q. QRTLYRPT serves a similar economic function but rests on a different statutory basis and a different filer class. Treating the two interchangeably misstates both.
• Not a foreign private issuer form. Foreign private issuers use Form 20-F and Form 6-K, not QRTLYRPT.
• Not an investment company report. Multilateral development banks are not 1940 Act registered funds; they do not file N-CSR, N-Q, or N-PORT.
• Issuer-only. No Schedule 13D/G, Form 3/4/5, or Form 13F counterpart exists in this regime — the registered securities are debt, not voting equity, and ownership reporting forms do not attach.
• Companion annual form. The annual analog for the same filer class is Form ANNLRPT (with ANNLRPT/A amendments), not Form 10-K or 20-F.
• Stable, narrow universe. Only a handful of supranational institutions qualify and maintain active U.S.-registered debt programs, which is why the dataset's filer list is short and recurs quarter after quarter.

How This Dataset Differs From Similar Datasets or Filings

Form QRTLYRPT occupies a narrow corner of EDGAR: a quarterly periodic report filed not under the Exchange Act but under the Securities Act of 1933, by multilateral development banks (MDBs) registered pursuant to special enabling statutes (Bretton Woods Agreements Act, Inter-American Development Bank Act, and similar). The most useful comparisons are other periodic reports filed by the same or adjacent issuer populations, plus the corporate quarterlies researchers most often confuse with it.

Form ANNLRPT (annual reports of multilateral development banks)

The direct annual counterpart, filed by the same MDB population under the same statutory authority and reporting framework. ANNLRPT carries audited annual financials, full-year MD&A, capital subscription tables, and detailed borrowing-program disclosures; QRTLYRPT delivers the unaudited quarterly updates between those cycles. They are complements, not substitutes: combined, they form a continuous quarterly series anchored by annual audited figures.

Form 10-Q (quarterly reports of U.S. domestic registrants)

The most superficially similar filing — quarterly cadence, condensed financials, MD&A — but legally and operationally distinct:

• Statutory basis: 10-Q is filed under Sections 13/15(d) of the Exchange Act; QRTLYRPT under the Securities Act via MDB-enabling legislation.
• Filers: U.S. operating companies with Exchange Act-registered equity vs. supranational financial institutions issuing dollar debt.
• Content rules: 10-Q follows Regulation S-X Article 10 and Regulation S-K, with Sarbanes-Oxley certifications, segment reporting, risk-factor updates, and XBRL tagging. QRTLYRPT uses IFRS or institution-specific frameworks, emphasizes loan-portfolio activity and primary-obligation purchases/sales, and carries none of the Sarbanes-Oxley, S-K, or XBRL machinery.
• Volume: tens of thousands of 10-Qs per quarter vs. a handful of QRTLYRPT submissions across the entire MDB universe.

Form 6-K (interim reports of foreign private issuers)

Frequently confused with QRTLYRPT because both involve non-U.S. issuers filing interim information. Differences are sharp:

• 6-K is event-triggered, furnished whenever an FPI publishes information in its home market — no fixed schedule, no prescribed financial-statement form, often containing press releases and shareholder communications. It functions more like a current report such as Form 8-K than a scheduled periodic filing.
• QRTLYRPT is a scheduled quarterly periodic report with a defined financials-plus-MD&A scope.
• Filer populations do not overlap: MDBs do not file 6-K, foreign corporates do not file QRTLYRPT.

Form 18-K (annual reports of foreign governments and political subdivisions)

The structural cousin: also a Securities-Act periodic report from a non-corporate issuer. Differs in filer (sovereigns and political subdivisions such as Israel, Mexico, Quebec — not supranationals), periodicity (annual, with interim updates delivered through 18-K/A and exhibits rather than a scheduled quarterly form), and content (sovereign fiscal data, debt stock, and economic indicators rather than MDB loan-portfolio and balance-sheet disclosures).

QRTLYRPT/A (amendments)

Included in this dataset. Functions like 10-Q/A — restates or supplements a prior quarterly filing — but inherits QRTLYRPT's statutory basis, filer set, and content framework. Volume is very low given the small filer population.

Key differences at a glance

Boundary summary

QRTLYRPT is defined by an intersection no other EDGAR form replicates: fixed quarterly cadence, periodic (not event-triggered) character, Securities-Act-of-1933 basis tied to MDB enabling legislation, and a filer set restricted to multilateral development banks. 10-Q matches the cadence but not the legal regime or filer; 6-K matches the foreign-issuer character but not the cadence or filer; ANNLRPT matches the filer and regime but not the periodicity; 18-K matches the regime and non-corporate character but covers sovereigns. No other dataset captures quarterly financial position, primary-obligation activity, and operating commentary for the MDB sector as a coherent time series.

Who Uses This Dataset

The Form QRTLYRPT Files Dataset serves a narrow set of professionals working on supranational credit, sovereign-and-agency debt, development finance, and the disclosure processes around them. Each role consumes a different slice — financial statements, MD&A, primary-obligation transactions, capital and liquidity schedules — of the same uniform, long-running record of multilateral development bank disclosure.

SSA fixed-income credit analysts

Sovereign, supranational, and agency analysts track quarter-by-quarter MDB credit fundamentals: capital adequacy, equity-to-loans ratios, loan loss provisioning, non-accrual loans, liquidity buffers, and country-level exposures. Used to calibrate internal credit scores and form relative-value views across MDB benchmark curves.

Supranational research desks at banks and asset managers

Track disbursement pace, regional loan commitments, currency mix of borrowings, and changes in subscribed and callable capital. The MD&A and borrowings schedules feed quarterly notes on issuance plans, balance-sheet capacity, and credit linkages between MDBs and major borrowing sovereigns.

DCM and syndicate bankers covering supranational issuers

Use disclosed funding programs, outstanding borrowings by currency, swap usage, and quarterly net income to build issuer credit narratives, pricing comparables versus other SSA names, and sizing recommendations for new benchmark and niche-currency deals.

Rating-agency supranational analysts

Use quarterly reports as the interim update between annual reviews, focusing on capital adequacy, preferred creditor treatment outcomes, non-performing sovereign exposures, callable-capital composition by shareholder rating, and liquidity-policy compliance. Inputs feed rating committees and watchlist decisions.

Investor-relations and disclosure teams at MDBs

Benchmark their own filings against peer MDB disclosures on MD&A depth, capital-adequacy commentary, and operational granularity. Supports drafting decisions for upcoming filings, rating-agency dialogue, and investor-day materials.

Compliance and securities-law staff at supranational issuers

Track filing history, QRTLYRPT/A amendment patterns, and the evolution of disclosure conventions across more than two decades. Used to reconcile filings against internal disclosure controls and verify reporting of purchases and sales of the institution's own primary obligations.

Counterparty-risk and treasury credit teams

Holders of MDB paper in HQLA portfolios and counterparties to MDB derivatives monitor collateralization practices, derivative netting, and concentration disclosures. Feeds internal limit reviews and regulatory liquidity reporting.

Development-finance and policy researchers

Researchers at think tanks and multilateral policy bodies use lending volumes, sectoral allocation, disbursement and prepayment trends, and reserve accumulation for quantitative work on MDB capital adequacy, balance-sheet leverage, and the impact of capital increases or hybrid-capital structures.

Impact and ESG analysts on supranational bonds

Review loan-portfolio composition, project sectors, and the concessional-versus-market-rate financing mix to assess alignment with use-of-proceeds frameworks for green, social, and sustainability bonds issued by MDBs. Feeds investment decisions and impact reporting.

Quantitative researchers and financial data engineers

Extract structured time series — balance-sheet items, loan portfolio breakdowns, borrowings outstanding, derivative notionals, fair-value disclosures — to build panel datasets covering the MDB universe from 2003 onward. Outputs feed SSA spread factor models and machine-readable feeds for credit and rates desks.

Academic economists

Use the long-horizon record for empirical work on multilateral lending, capital flows to developing economies, MDB procyclicality, and crisis response. Standardized quarterly data supports journal articles and working papers.

LLM and RAG developers in fixed-income tooling

Ingest the QRTLYRPT corpus to power natural-language queries on MDB financials and risk disclosures. The mix of structured tables and narrative MD&A suits retrieval pipelines for SSA credit Q&A, automated quarterly updates, and disclosure-comparison tools.

Specific Use Cases

Concrete workflows the Form QRTLYRPT Files Dataset supports for analysts, researchers, and tooling teams covering the multilateral development bank sector:

• Building an MDB capital-adequacy time series. Extract equity, callable capital, subscribed capital, loan exposure, and loss-provision figures from the condensed quarterly balance sheets and member-state schedules in each filer's primary .htm document. Anchored on periodOfReport (not filedAt), this produces a quarter-by-quarter panel from 2003 onward across the World Bank, IFC, IADB, EBRD, ADB, and AfDB for capital-ratio modeling and SSA credit committees.

• Tracking primary-obligation purchases and sales by issuer. Parse the dedicated schedules of purchases and sales of the institution's own debt that QRTLYRPT requires (typically Item-numbered sections under Regulation IA Rule 2(a) for IADB and analogues for other banks). Feeds DCM pricing comparables, buyback-pattern monitoring, and reconciliation of disclosed activity against secondary-market trade tapes.

• Monitoring QRTLYRPT/A amendments for restatement signals. Filter metadata.json on formType == "QRTLYRPT/A" and diff the amended report against the original accession to identify which line items, schedules, or MD&A sections were restated. Used by rating-agency analysts and compliance teams to flag corrections in reported financials and disclosure-control failures.

• Peer benchmarking of MDB MD&A and risk disclosures. Index the narrative MD&A and notes (fair value, derivatives and hedging, loan portfolio, country exposure) across all filers for a given periodOfReport. Investor-relations teams at MDBs use this to benchmark disclosure depth before the next filing cycle; ESG analysts use it to compare concessional-versus-market lending mix and project-sector breakdowns across supranational green/social bond issuers.

• Reconstructing MDB borrowing programs by currency and maturity. Pull the borrowings-outstanding tables and currency/maturity breakdowns from the notes to financial statements to build a quarterly funding-stack view per issuer. Syndicate desks combine this with disclosed swap usage to size new benchmark and niche-currency trades and to track shifts in funding mix between quarters.

• Powering retrieval-augmented Q&A over MDB disclosures. Strip the SGML <DOCUMENT> envelope from each .htm body, chunk the resulting HTML into sections (cover, statements, notes, MD&A, schedules), and embed for RAG pipelines. Joined with metadata.json fields (accessionNo, entities[].cik, periodOfReport), this supports natural-language credit Q&A, automated quarterly summaries, and cross-filer disclosure-comparison tools for fixed-income desks.

Dataset Access

Dataset Index JSON API: https://api.sec-api.io/datasets/form-qrtlyrpt-files.json

This endpoint returns dataset metadata and the list of available container files. The metadata includes the dataset name, description, last updated timestamp, earliest sample date (2003-05-01), total record and size counts, covered form types (QRTLYRPT, QRTLYRPT/A), the container format (ZIP), and the file types contained in each archive (TXT, JSON, HTML, PDF). The response also exposes the full dataset download URL and a containers array, where each entry includes the container key, size, record count, last updated timestamp, and a direct download URL. Polling this endpoint daily lets you detect which containers were touched in the most recent refresh and download only those that changed. This endpoint does not require an API key.

          1
          {
        

          2
            "datasetId": "1f13365b-9ae0-69e9-a194-ae31f3ab8b4d",
        

          3
            "datasetDownloadUrl": "https:/api.sec-api.io/datasets/form-qrtlyrpt-files.zip",
        

          4
            "name": "Form QRTLYRPT Files Dataset",
        

          5
            "updatedAt": "2026-04-15T18:11:43.642Z",
        

          6
            "earliestSampleDate": "2003-05-01",
        

          7
            "totalRecords": 282,
        

          8
            "totalSize": 425661139,
        

          9
            "formTypes": ["QRTLYRPT", "QRTLYRPT/A"],
        

          10
            "containerFormat": "ZIP",
        

          11
            "fileTypes": ["TXT", "JSON", "HTML", "PDF"],
        

          12
            "containers": [
        

          13
              {
        

          14
                "downloadUrl": "https:/api.sec-api.io/datasets/form-qrtlyrpt-files/2026/2026-03.zip",
        

          15
                "key": "2026/2026-03.zip",
        

          16
                "size": 4521873,
        

          17
                "records": 3,
        

          18
                "updatedAt": "2026-04-15T18:11:43.642Z"
        

          19
              }
        

          20
            ]
        

          21
          }
        

Download Entire Dataset: https://api.sec-api.io/datasets/form-qrtlyrpt-files.zip?token=YOUR_API_KEY

Returns the complete dataset as a single ZIP archive covering all QRTLYRPT and QRTLYRPT/A filings from May 2003 to the present. This endpoint requires an API key.

Download Single Container: https://api.sec-api.io/datasets/form-qrtlyrpt-files/2026/2026-03.zip?token=YOUR_API_KEY

Downloads a single monthly container instead of the full archive, using a key value from the containers array in the index response. This is useful for incremental syncs or for retrieving only specific time periods. This endpoint requires an API key.

Frequently Asked Questions

What forms does this dataset cover?

The dataset includes both QRTLYRPT (original quarterly reports of multilateral development banks) and QRTLYRPT/A (amendments to previously filed quarterly reports). The formType field inside each metadata.json is the authoritative discriminator between the two.

What does one record in the Form QRTLYRPT Files Dataset represent?

One record is a single quarterly periodic report submitted to EDGAR by one multilateral development bank, materialised on disk as one accession-numbered folder. The folder contains exactly one metadata.json (the parsed EDGAR submission header) plus the SGML-wrapped textual document content of that submission, excluding binary image attachments.

Who is required to file Form QRTLYRPT?

Form QRTLYRPT is filed by multilateral development banks and similar supranational financial institutions whose securities are registered under the Securities Act of 1933 via special enabling statutes such as the Bretton Woods Agreements Act and the Inter-American Development Bank Act. Typical filers include the International Bank for Reconstruction and Development, the International Finance Corporation, the Inter-American Development Bank, the African Development Bank, the Asian Development Bank, and the European Bank for Reconstruction and Development. The filer is always the institution itself, acting as issuer of its registered debt.

What time period does the dataset cover?

The dataset's earliest electronic record is May 2003 — when EDGAR began accepting these filings electronically — and it extends to the present, covering more than two decades of quarterly disclosure across the multilateral development bank universe. Quarterly reporting by these institutions long predates EDGAR, but earlier filings were on paper and are not part of the electronic dataset.

What file format is the dataset distributed in?

Records are delivered as monthly ZIP container archives keyed by filedAt calendar month. Inside each archive, accession folders contain a per-record metadata.json plus the original document content; the file types found across the dataset are TXT, JSON, HTML, and PDF. There are no XBRL instance documents because QRTLYRPT submissions are not interactive-data tagged.

How does Form QRTLYRPT differ from Form 10-Q?

Although both are quarterly reports with condensed financials and MD&A, they are legally distinct: Form 10-Q is filed under Sections 13/15(d) of the Exchange Act by U.S. domestic operating companies and carries Sarbanes-Oxley certifications, Regulation S-K disclosures, and XBRL tagging (delivered via inline XBRL), while Form QRTLYRPT is filed under the Securities Act of 1933 via MDB-enabling legislation by multilateral development banks, uses IFRS or institution-specific accounting frameworks, and emphasizes loan-portfolio activity and primary-obligation purchases and sales. The filer populations do not overlap.

Does the dataset include image attachments from filings?

No. Image attachments listed in the original EDGAR submission (typically GRAPHIC document types — logos, charts, photographic assets) are deliberately excluded from the redistributed accession folders. Their EDGAR URLs are preserved inside metadata.json under documentFormatFiles, so consumers can fetch the originals from EDGAR if needed.

Should I use filedAt or periodOfReport for time-series analysis?

Use periodOfReport, which is the quarter-end date the report covers. The filedAt field only records when the submission was accepted by EDGAR, which typically lags the quarter-end by weeks and is therefore unsuitable as the time anchor for quarterly results.