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Merriman Holdings, Inc: filings

Every Merriman Holdings, Inc annual and quarterly report in the SEC record with the published financial measures it tagged, 20 filings, each linked to its SEC index.

Filing record ends 2015-11-20

The latest filing in this captured record is a 10-Q filed 2015-11-20. No later filing is in the SEC companyfacts record captured on 2026-09-23. Merriman Holdings, Inc may have stopped filing, merged, or changed its reporting entity; nothing on this page describes its current status. Values are as reported at the time.

Filings with published measures

Each page shows what one filing reported, as tagged in that filing, with the periods it covered. Later filings can restate a value; the company overview shows the latest-filed value per period.

FormFiledFiscal periodMeasuresFactsSEC accession
10-Q2015-11-20fiscal Q3 201520540001144204-15-067287
10-Q2015-08-19fiscal Q2 201525750001144204-15-050786
10-Q2015-06-22fiscal Q1 201525530001144204-15-038298
10-K2015-03-31fiscal FY 201422460001144204-15-020211
10-Q2014-11-14fiscal Q3 201420550001144204-14-068756
10-Q2014-08-14fiscal Q2 201424690001144204-14-050160
10-Q2014-05-15fiscal Q1 201424480001144204-14-031183
10-K2014-03-31fiscal FY 201323470001144204-14-019473
10-Q2013-11-14fiscal Q3 201322560001144204-13-061842
10-Q2013-08-14fiscal Q2 201321520001144204-13-045985
10-Q2013-05-15fiscal Q1 201322430001144204-13-029475
10-K2013-04-01fiscal FY 201223470001144204-13-019132
10-Q2012-11-14fiscal Q3 201222590001144204-12-062509
10-Q/A2012-09-13fiscal Q2 201222590001144204-12-051131
10-Q2012-05-15fiscal Q1 201225500001144204-12-029520
10-K/A2012-04-30fiscal FY 201121430001144204-12-024971
10-K/A2012-04-27fiscal FY 201121430001144204-12-024507
10-K2012-03-30fiscal FY 201121430001144204-12-018666
10-Q2011-11-14fiscal Q3 201120540001144204-11-064377
10-Q2011-08-15fiscal Q2 201120520001144204-11-047299

Inspect the source

Entity
Merriman Holdings, Inc / CIK 0000826683
Captured
SEC response SHA-256
565c4317292f555dd868d57a0d229e4be16afe9e93253e676ea4429825674a79

Current SEC company facts · Download the original response snapshot (gzip) · Download the selected JSON

Every published concept a filing tagged, with the periods it covered, as reported in that filing at capture time. Forms 10-K, 10-K/A, 10-Q, 10-Q/A, 20-F, 20-F/A, 40-F, 40-F/A. A filing page needs at least 8 published concepts. Later filings can restate these values; the company history pages show the latest-filed value per period.

Public company accounting reference, not market prices, returns, an investment recommendation, or ALPHAC performance. Validate a separately constructed return series with the validation API; accounting values are not returns.

Use this in research

A financial period ends before its results become public. Use the filing date as a minimum availability boundary, inspect amendments, and retain the original filing vintage when testing historical signals. This latest-filed selection can contain information unavailable at the time.

These pages do not supply prices, total-return histories, corporate-action adjustments or a tradable universe. Build those inputs separately before evaluating a strategy. A profitable backtest can still reflect selection bias or costs that were left out.

Research methodology · Execution and cost assumptions · Check backtest overfitting

Build with the open-source tools

Use these accounting records as inspectable inputs. When you have constructed a return series, the validation tools can help test its statistical evidence and preserve the result with its limitations.

Read the published dataset with Python
import json
from urllib.request import urlopen

with urlopen("https://canlicapital.com/company-data/0000826683.json") as response:
    record = json.load(response)
print(record["fetched_at"])
print(record["policy"])
for concept in record["concepts"]:
    print(concept["tag"], next(iter(concept["observations"])))