just a question for my own precise understanding... if we have timestamp `2023-12-31` then `data_timestamp - lubridate::dmonths(3L)` = "2023-09-30"? and then if we take any report date that is `>=` to that, we include funds reported on "2023-09-30" (which could maybe be arguably not in Q4)?
_Originally posted by @cjyetman in https://github.com/RMI-PACTA/workflow.factset/pull/3#discussion_r1508623968_