FCA National Storage Mechanism - TR-1 major holdings (UK)

Quirks

• ·document_date IS A TRAP: docs indexed before the ~Nov-2025 NSM re-platform have it null, so dateCriteria windows silently exclude ALL history (measured 2026-08-14: May-2024 window = 1 hit; the windowed route reached 138 of 1,188 real docs). Enumerate per issuer LEI instead - the lei term criterion reaches the full archive back to 2013
• ·Issuer LEIs are never hardcoded: each allowlist NAME resolves through the zero-ambiguity GLEIF matcher at fetch time. The LEI survives corporate renames the name matching cannot (KAZ MINERALS PLC->LIMITED, Kenmare full-form PLC, Ecora Resources->Royalties) - allowlist names must track CURRENT GLEIF legal names
• ·keyword and criteriaObj are mutually exclusive - a keyword silently discards every criterion
• ·The company field is exact-cased with trailing-semicolon quirks - never filter on it (and issuer metadata names drift across eras: GLENCORE XSTRATA PLC, PETRA DIAMONDS LTD)
• ·Pagination caps near 10k rows - per-issuer lei queries stay far under it (max measured issuer: 175 docs)
• THREE TR-1 HTML layouts coexist (measured 2026-08-14): the electronic form, the Word-derived form (roman-numeral footnote noise, city+country combined, %-suffixed totals), and the pre-2015 MAJOR INTEREST form (wrapped colon-terminated labels, resulting % = last % of the 8.A block). Prose 'Below X%' share cells yield a numberless row - never a guessed figure. Residual mortality: prose-only 'Holding in Company' announcements with no TR-1 form (~4 of 137 measured)