COSTCO WHOLESALE CORP /NEW: 10-K filed 2016-10-12
What COSTCO WHOLESALE CORP /NEW reported in its annual report filed 2016-10-12 (fiscal FY 2016): 38 published measures, 198 facts as tagged in accession 0000909832-16-000032.
This filing
- Form
- 10-K (annual report)
- Filed
- 2016-10-12
- Fiscal period
- fiscal FY 2016
- Accession
- 0000909832-16-000032 on SEC EDGAR
Values are as tagged in this filing. A later filing can restate them; each measure links to its history page, which shows the latest-filed value per period. All COSTCO WHOLESALE CORP /NEW filings.
Reported measures
Total assets
Resources recognized on the balance sheet. Book assets are not the market value of the business.
| Period | Value | Unit | Days |
|---|---|---|---|
| At 2016-08-28 | 33,163,000,000 | USD | |
| At 2015-08-30 | 33,017,000,000 | USD | |
| At 2014-08-31 | 32,662,000,000 | USD |
Total liabilities
Recognized obligations at the reporting date. The definition and scope differ from interest-bearing debt.
| Period | Value | Unit | Days |
|---|---|---|---|
| At 2016-08-28 | 20,831,000,000 | USD | |
| At 2015-08-30 | 22,174,000,000 | USD |
Stockholders equity
The reported residual interest after liabilities. It is an accounting amount, not market capitalization.
| Period | Value | Unit | Days |
|---|---|---|---|
| At 2016-08-28 | 12,079,000,000 | USD | |
| At 2015-08-30 | 10,617,000,000 | USD |
Cash and cash equivalents
Cash and qualifying short-term liquid investments under the filer’s accounting policy. Restricted cash and longer-term investments may be reported separately.
| Period | Value | Unit | Days |
|---|---|---|---|
| At 2016-08-28 | 3,379,000,000 | USD | |
| At 2015-08-30 | 4,801,000,000 | USD | |
| At 2014-08-31 | 5,738,000,000 | USD | |
| At 2013-09-01 | 4,644,000,000 | USD |
Net income or loss
Reported profit or loss for the period. Check the filing for attribution, exceptional items and discontinued operations before comparing companies.
| Period | Value | Unit | Days |
|---|---|---|---|
| 2016-05-09 to 2016-08-28 | 779,000,000 | USD | 112 |
| 2015-08-31 to 2016-08-28 | 2,350,000,000 | USD | 364 |
| 2016-02-15 to 2016-05-08 | 545,000,000 | USD | 84 |
| 2015-11-23 to 2016-02-14 | 546,000,000 | USD | 84 |
| 2015-08-31 to 2015-11-22 | 480,000,000 | USD | 84 |
| 2015-05-11 to 2015-08-30 | 767,000,000 | USD | 112 |
| 2014-09-01 to 2015-08-30 | 2,377,000,000 | USD | 364 |
| 2015-02-16 to 2015-05-10 | 516,000,000 | USD | 84 |
| 2014-11-24 to 2015-02-15 | 598,000,000 | USD | 84 |
| 2014-09-01 to 2014-11-23 | 496,000,000 | USD | 84 |
| 2013-09-02 to 2014-08-31 | 2,058,000,000 | USD | 364 |
Capital expenditure payments
Cash payments to acquire property, plant and equipment. This taxonomy concept does not capture every form of investment or acquisition.
| Period | Value | Unit | Days |
|---|---|---|---|
| 2015-08-31 to 2016-08-28 | 2,649,000,000 | USD | 364 |
| 2014-09-01 to 2015-08-30 | 2,393,000,000 | USD | 364 |
| 2013-09-02 to 2014-08-31 | 1,993,000,000 | USD | 364 |
Revenue
Revenue under this specific accounting concept. A missing value is not zero; filers can use other revenue concepts.
| Period | Value | Unit | Days |
|---|---|---|---|
| 2016-05-09 to 2016-08-28 | 36,560,000,000 | USD | 112 |
| 2015-08-31 to 2016-08-28 | 118,719,000,000 | USD | 364 |
| 2016-02-15 to 2016-05-08 | 26,769,000,000 | USD | 84 |
| 2015-11-23 to 2016-02-14 | 28,170,000,000 | USD | 84 |
| 2015-08-31 to 2015-11-22 | 27,220,000,000 | USD | 84 |
| 2015-05-11 to 2015-08-30 | 35,778,000,000 | USD | 112 |
| 2014-09-01 to 2015-08-30 | 116,199,000,000 | USD | 364 |
| 2015-02-16 to 2015-05-10 | 26,101,000,000 | USD | 84 |
| 2014-11-24 to 2015-02-15 | 27,454,000,000 | USD | 84 |
| 2014-09-01 to 2014-11-23 | 26,866,000,000 | USD | 84 |
| 2013-09-02 to 2014-08-31 | 112,640,000,000 | USD | 364 |
Retained earnings or deficit
Accumulated undistributed earnings or deficit at the reporting date. This balance is not cash available for distribution.
| Period | Value | Unit | Days |
|---|---|---|---|
| At 2016-08-28 | 7,686,000,000 | USD | |
| At 2015-08-30 | 6,518,000,000 | USD |
Basic weighted-average shares
Time-weighted shares used for basic earnings per share. This denominator differs from shares outstanding at a single reporting date.
| Period | Value | Unit | Days |
|---|---|---|---|
| 2016-05-09 to 2016-08-28 | 437,809,000 | shares | 112 |
| 2015-08-31 to 2016-08-28 | 438,585,000 | shares | 364 |
| 2016-02-15 to 2016-05-08 | 438,815,000 | shares | 84 |
| 2015-11-23 to 2016-02-14 | 439,648,000 | shares | 84 |
| 2015-08-31 to 2015-11-22 | 438,342,000 | shares | 84 |
| 2015-05-11 to 2015-08-30 | 438,835,000 | shares | 112 |
| 2014-09-01 to 2015-08-30 | 439,455,000 | shares | 364 |
| 2015-02-16 to 2015-05-10 | 440,070,000 | shares | 84 |
| 2014-11-24 to 2015-02-15 | 440,384,000 | shares | 84 |
| 2014-09-01 to 2014-11-23 | 438,760,000 | shares | 84 |
| 2013-09-02 to 2014-08-31 | 438,693,000 | shares | 364 |
Diluted weighted-average shares
Weighted-average shares used for diluted earnings per share. Potential shares are included under the applicable dilution rules, not simply added to outstanding shares.
| Period | Value | Unit | Days |
|---|---|---|---|
| 2016-05-09 to 2016-08-28 | 440,868,000 | shares | 112 |
| 2015-08-31 to 2016-08-28 | 441,263,000 | shares | 364 |
| 2016-02-15 to 2016-05-08 | 441,066,000 | shares | 84 |
| 2015-11-23 to 2016-02-14 | 441,559,000 | shares | 84 |
| 2015-08-31 to 2015-11-22 | 441,386,000 | shares | 84 |
| 2015-05-11 to 2015-08-30 | 442,404,000 | shares | 112 |
| 2014-09-01 to 2015-08-30 | 442,716,000 | shares | 364 |
| 2015-02-16 to 2015-05-10 | 443,132,000 | shares | 84 |
| 2014-11-24 to 2015-02-15 | 442,896,000 | shares | 84 |
| 2014-09-01 to 2014-11-23 | 442,210,000 | shares | 84 |
| 2013-09-02 to 2014-08-31 | 442,485,000 | shares | 364 |
Basic earnings per share
Reported earnings or loss per basic common share or unit. Inspect attribution, share classes and restatements before comparing periods. This is not a market return.
| Period | Value | Unit | Days |
|---|---|---|---|
| 2016-05-09 to 2016-08-28 | 1.78 | USD/shares | 112 |
| 2015-08-31 to 2016-08-28 | 5.36 | USD/shares | 364 |
| 2016-02-15 to 2016-05-08 | 1.24 | USD/shares | 84 |
| 2015-11-23 to 2016-02-14 | 1.24 | USD/shares | 84 |
| 2015-08-31 to 2015-11-22 | 1.1 | USD/shares | 84 |
| 2015-05-11 to 2015-08-30 | 1.75 | USD/shares | 112 |
| 2014-09-01 to 2015-08-30 | 5.41 | USD/shares | 364 |
| 2015-02-16 to 2015-05-10 | 1.17 | USD/shares | 84 |
| 2014-11-24 to 2015-02-15 | 1.36 | USD/shares | 84 |
| 2014-09-01 to 2014-11-23 | 1.13 | USD/shares | 84 |
| 2013-09-02 to 2014-08-31 | 4.69 | USD/shares | 364 |
Diluted earnings per share
Reported earnings or loss per share under dilution rules. Antidilutive instruments may be excluded. A diluted value can equal the basic value without implying no potential dilution.
| Period | Value | Unit | Days |
|---|---|---|---|
| 2016-05-09 to 2016-08-28 | 1.77 | USD/shares | 112 |
| 2015-08-31 to 2016-08-28 | 5.33 | USD/shares | 364 |
| 2016-02-15 to 2016-05-08 | 1.24 | USD/shares | 84 |
| 2015-11-23 to 2016-02-14 | 1.24 | USD/shares | 84 |
| 2015-08-31 to 2015-11-22 | 1.09 | USD/shares | 84 |
| 2015-05-11 to 2015-08-30 | 1.73 | USD/shares | 112 |
| 2014-09-01 to 2015-08-30 | 5.37 | USD/shares | 364 |
| 2015-02-16 to 2015-05-10 | 1.17 | USD/shares | 84 |
| 2014-11-24 to 2015-02-15 | 1.35 | USD/shares | 84 |
| 2014-09-01 to 2014-11-23 | 1.12 | USD/shares | 84 |
| 2013-09-02 to 2014-08-31 | 4.65 | USD/shares | 364 |
Income tax expense or benefit
Current and deferred income tax expense or benefit for continuing operations. This accounting expense differs from cash taxes paid.
| Period | Value | Unit | Days |
|---|---|---|---|
| 2016-05-09 to 2016-08-28 | 396,000,000 | USD | 112 |
| 2015-08-31 to 2016-08-28 | 1,243,000,000 | USD | 364 |
| 2016-02-15 to 2016-05-08 | 286,000,000 | USD | 84 |
| 2015-11-23 to 2016-02-14 | 286,000,000 | USD | 84 |
| 2015-08-31 to 2015-11-22 | 275,000,000 | USD | 84 |
| 2015-05-11 to 2015-08-30 | 378,000,000 | USD | 112 |
| 2014-09-01 to 2015-08-30 | 1,195,000,000 | USD | 364 |
| 2015-02-16 to 2015-05-10 | 280,000,000 | USD | 84 |
| 2014-11-24 to 2015-02-15 | 263,000,000 | USD | 84 |
| 2014-09-01 to 2014-11-23 | 274,000,000 | USD | 84 |
| 2013-09-02 to 2014-08-31 | 1,109,000,000 | USD | 364 |
Net property, plant and equipment
Carrying amount of property, plant and equipment after accumulated depreciation, depletion and amortization. It is not replacement cost or market value.
| Period | Value | Unit | Days |
|---|---|---|---|
| At 2016-08-28 | 17,043,000,000 | USD | |
| At 2015-08-30 | 15,401,000,000 | USD | |
| At 2014-08-31 | 14,830,000,000 | USD |
Share-based compensation expense
Reported noncash expense for share-based payment arrangements. Noncash treatment does not mean the awards have no economic cost to shareholders.
| Period | Value | Unit | Days |
|---|---|---|---|
| 2015-08-31 to 2016-08-28 | 459,000,000 | USD | 364 |
| 2014-09-01 to 2015-08-30 | 394,000,000 | USD | 364 |
| 2013-09-02 to 2014-08-31 | 327,000,000 | USD | 364 |
Operating income or loss
Operating revenue less operating expenses for the reporting period. It excludes items outside the reported operating result and is not free cash flow.
| Period | Value | Unit | Days |
|---|---|---|---|
| 2016-05-09 to 2016-08-28 | 1,191,000,000 | USD | 112 |
| 2015-08-31 to 2016-08-28 | 3,672,000,000 | USD | 364 |
| 2016-02-15 to 2016-05-08 | 858,000,000 | USD | 84 |
| 2015-11-23 to 2016-02-14 | 856,000,000 | USD | 84 |
| 2015-08-31 to 2015-11-22 | 767,000,000 | USD | 84 |
| 2015-05-11 to 2015-08-30 | 1,156,000,000 | USD | 112 |
| 2014-09-01 to 2015-08-30 | 3,624,000,000 | USD | 364 |
| 2015-02-16 to 2015-05-10 | 821,000,000 | USD | 84 |
| 2014-11-24 to 2015-02-15 | 877,000,000 | USD | 84 |
| 2014-09-01 to 2014-11-23 | 770,000,000 | USD | 84 |
| 2013-09-02 to 2014-08-31 | 3,220,000,000 | USD | 364 |
Current assets
Assets classified as current under the normal operating cycle or one-year boundary. Not all current assets can be converted immediately into cash.
| Period | Value | Unit | Days |
|---|---|---|---|
| At 2016-08-28 | 15,218,000,000 | USD | |
| At 2015-08-30 | 16,779,000,000 | USD |
Interest expense
Borrowing costs recognized as interest expense. This is distinct from cash interest paid and may not include every capitalized borrowing cost.
| Period | Value | Unit | Days |
|---|---|---|---|
| 2016-05-09 to 2016-08-28 | 39,000,000 | USD | 112 |
| 2015-08-31 to 2016-08-28 | 133,000,000 | USD | 364 |
| 2016-02-15 to 2016-05-08 | 30,000,000 | USD | 84 |
| 2015-11-23 to 2016-02-14 | 31,000,000 | USD | 84 |
| 2015-08-31 to 2015-11-22 | 33,000,000 | USD | 84 |
| 2015-05-11 to 2015-08-30 | 40,000,000 | USD | 112 |
| 2014-09-01 to 2015-08-30 | 124,000,000 | USD | 364 |
| 2015-02-16 to 2015-05-10 | 31,000,000 | USD | 84 |
| 2014-11-24 to 2015-02-15 | 27,000,000 | USD | 84 |
| 2014-09-01 to 2014-11-23 | 26,000,000 | USD | 84 |
| 2013-09-02 to 2014-08-31 | 113,000,000 | USD | 364 |
Current liabilities
Obligations classified as current under the operating-cycle or one-year boundary. The balance includes more than short-term borrowing.
| Period | Value | Unit | Days |
|---|---|---|---|
| At 2016-08-28 | 15,575,000,000 | USD | |
| At 2015-08-30 | 16,539,000,000 | USD |
Current accounts payable
Current amounts owed to suppliers for goods and services received. This is one component of current liabilities, not all accrued obligations.
| Period | Value | Unit | Days |
|---|---|---|---|
| At 2016-08-28 | 7,612,000,000 | USD | |
| At 2015-08-30 | 9,011,000,000 | USD |
Common-stock repurchase payments
Cash paid to reacquire common stock during the period. This is not an authorization limit or a direct measure of the net change in share count.
| Period | Value | Unit | Days |
|---|---|---|---|
| 2015-08-31 to 2016-08-28 | 486,000,000 | USD | 364 |
| 2014-09-01 to 2015-08-30 | 481,000,000 | USD | 364 |
| 2013-09-02 to 2014-08-31 | 334,000,000 | USD | 364 |
Net inventory
Inventory carrying amount after applicable valuation and LIFO reserves. It does not establish realizable selling proceeds or inventory turnover without other inputs.
| Period | Value | Unit | Days |
|---|---|---|---|
| At 2016-08-28 | 8,969,000,000 | USD | |
| At 2015-08-30 | 8,908,000,000 | USD |
Selling, general and administrative expense
Selling and general administrative costs reported under this concept. It is an expense category, not a substitute for total operating expenses.
| Period | Value | Unit | Days |
|---|---|---|---|
| 2016-05-09 to 2016-08-28 | 3,696,000,000 | USD | 112 |
| 2015-08-31 to 2016-08-28 | 12,068,000,000 | USD | 364 |
| 2016-02-15 to 2016-05-08 | 2,731,000,000 | USD | 84 |
| 2015-11-23 to 2016-02-14 | 2,835,000,000 | USD | 84 |
| 2015-08-31 to 2015-11-22 | 2,806,000,000 | USD | 84 |
| 2015-05-11 to 2015-08-30 | 3,499,000,000 | USD | 112 |
| 2014-09-01 to 2015-08-30 | 11,445,000,000 | USD | 364 |
| 2015-02-16 to 2015-05-10 | 2,579,000,000 | USD | 84 |
| 2014-11-24 to 2015-02-15 | 2,671,000,000 | USD | 84 |
| 2014-09-01 to 2014-11-23 | 2,696,000,000 | USD | 84 |
| 2013-09-02 to 2014-08-31 | 10,899,000,000 | USD | 364 |
Common shares outstanding
Common shares outstanding at the reporting date. This point-in-time count differs from the weighted-average shares used for earnings per share and can exclude other share classes.
| Period | Value | Unit | Days |
|---|---|---|---|
| At 2016-08-28 | 437,524,000 | shares | |
| At 2015-08-30 | 437,952,000 | shares |
Accumulated other comprehensive income or loss
Cumulative other comprehensive items after tax, such as translation and unrealized hedging or securities effects. These amounts have not passed through net income.
| Period | Value | Unit | Days |
|---|---|---|---|
| At 2016-08-28 | -1,099,000,000 | USD | |
| At 2015-08-30 | -1,121,000,000 | USD |
Total equity including noncontrolling interests
Equity including the portion attributable to noncontrolling interests. It is larger than or equal to parent stockholders equity and is not market capitalization.
| Period | Value | Unit | Days |
|---|---|---|---|
| At 2016-08-28 | 12,332,000,000 | USD | |
| At 2015-08-30 | 10,843,000,000 | USD | |
| At 2014-08-31 | 12,515,000,000 | USD | |
| At 2013-09-01 | 11,012,000,000 | USD |
Long-term debt
Long-term borrowings under this concept, which can include the current portion depending on presentation. It is not total liabilities and may exclude leases and other obligations.
| Period | Value | Unit | Days |
|---|---|---|---|
| At 2016-08-28 | 5,161,000,000 | USD | |
| At 2015-08-30 | 6,135,000,000 | USD |
Gross property, plant and equipment
Cost of property, plant and equipment before accumulated depreciation. Historical cost does not indicate current value or replacement cost.
| Period | Value | Unit | Days |
|---|---|---|---|
| At 2016-08-28 | 26,167,000,000 | USD | |
| At 2015-08-30 | 23,664,000,000 | USD |
Accumulated depreciation on property, plant and equipment
Cumulative depreciation, depletion and amortization recorded against property, plant and equipment. It measures cost allocation to date, not physical wear or market value.
| Period | Value | Unit | Days |
|---|---|---|---|
| At 2016-08-28 | 9,124,000,000 | USD | |
| At 2015-08-30 | 8,263,000,000 | USD |
Other noncurrent assets
Noncurrent assets the filer does not present separately. The composition differs by filer and is described only in the filing.
| Period | Value | Unit | Days |
|---|---|---|---|
| At 2016-08-28 | 902,000,000 | USD | |
| At 2015-08-30 | 837,000,000 | USD |
Other noncurrent liabilities
Noncurrent liabilities the filer does not present separately. The composition differs by filer and is described only in the filing.
| Period | Value | Unit | Days |
|---|---|---|---|
| At 2016-08-28 | 1,195,000,000 | USD | |
| At 2015-08-30 | 783,000,000 | USD |
Pre-tax income or loss from continuing operations
Income or loss from continuing operations before income taxes and noncontrolling interests. It excludes discontinued operations and is not net income.
| Period | Value | Unit | Days |
|---|---|---|---|
| 2016-05-09 to 2016-08-28 | 1,181,000,000 | USD | 112 |
| 2015-08-31 to 2016-08-28 | 3,619,000,000 | USD | 364 |
| 2016-02-15 to 2016-05-08 | 835,000,000 | USD | 84 |
| 2015-11-23 to 2016-02-14 | 841,000,000 | USD | 84 |
| 2015-08-31 to 2015-11-22 | 762,000,000 | USD | 84 |
| 2015-05-11 to 2015-08-30 | 1,156,000,000 | USD | 112 |
| 2014-09-01 to 2015-08-30 | 3,604,000,000 | USD | 364 |
| 2015-02-16 to 2015-05-10 | 799,000,000 | USD | 84 |
| 2014-11-24 to 2015-02-15 | 870,000,000 | USD | 84 |
| 2014-09-01 to 2014-11-23 | 779,000,000 | USD | 84 |
| 2013-09-02 to 2014-08-31 | 3,197,000,000 | USD | 364 |
Profit or loss including noncontrolling interests
Net income or loss including the portion attributable to noncontrolling interests. It can differ from the net income attributable to the parent that per-share figures use.
| Period | Value | Unit | Days |
|---|---|---|---|
| 2016-05-09 to 2016-08-28 | 785,000,000 | USD | 112 |
| 2015-08-31 to 2016-08-28 | 2,376,000,000 | USD | 364 |
| 2016-02-15 to 2016-05-08 | 549,000,000 | USD | 84 |
| 2015-11-23 to 2016-02-14 | 555,000,000 | USD | 84 |
| 2015-08-31 to 2015-11-22 | 487,000,000 | USD | 84 |
| 2015-05-11 to 2015-08-30 | 778,000,000 | USD | 112 |
| 2014-09-01 to 2015-08-30 | 2,409,000,000 | USD | 364 |
| 2015-02-16 to 2015-05-10 | 519,000,000 | USD | 84 |
| 2014-11-24 to 2015-02-15 | 607,000,000 | USD | 84 |
| 2014-09-01 to 2014-11-23 | 505,000,000 | USD | 84 |
| 2013-09-02 to 2014-08-31 | 2,088,000,000 | USD | 364 |
Comprehensive income or loss
Net income plus other comprehensive income after tax. It includes unrealized items that net income excludes and is not a cash measure.
| Period | Value | Unit | Days |
|---|---|---|---|
| 2015-08-31 to 2016-08-28 | 2,372,000,000 | USD | 364 |
| 2014-09-01 to 2015-08-30 | 1,332,000,000 | USD | 364 |
| 2013-09-02 to 2014-08-31 | 2,104,000,000 | USD | 364 |
Depreciation, depletion and amortization
Combined depreciation, depletion and amortization for the period. A noncash allocation of asset cost, not a measure of maintenance spending.
| Period | Value | Unit | Days |
|---|---|---|---|
| 2015-08-31 to 2016-08-28 | 1,255,000,000 | USD | 364 |
| 2014-09-01 to 2015-08-30 | 1,127,000,000 | USD | 364 |
| 2013-09-02 to 2014-08-31 | 1,029,000,000 | USD | 364 |
Interest paid, net
Cash interest paid during the period, net of amounts capitalized where the filer reports it that way. It differs from interest expense recognized.
| Period | Value | Unit | Days |
|---|---|---|---|
| 2015-08-31 to 2016-08-28 | 123,000,000 | USD | 364 |
| 2014-09-01 to 2015-08-30 | 117,000,000 | USD | 364 |
| 2013-09-02 to 2014-08-31 | 109,000,000 | USD | 364 |
Change in inventories
The cash flow adjustment for the change in inventories during the period. A positive value under this concept means inventory grew and reduced operating cash flow.
| Period | Value | Unit | Days |
|---|---|---|---|
| 2015-08-31 to 2016-08-28 | 25,000,000 | USD | 364 |
| 2014-09-01 to 2015-08-30 | 890,000,000 | USD | 364 |
| 2013-09-02 to 2014-08-31 | 563,000,000 | USD | 364 |
Change in accounts payable
The cash flow adjustment for the change in payables during the period. A positive value under this concept means payables grew and added to operating cash flow.
| Period | Value | Unit | Days |
|---|---|---|---|
| 2015-08-31 to 2016-08-28 | -1,532,000,000 | USD | 364 |
| 2014-09-01 to 2015-08-30 | 880,000,000 | USD | 364 |
| 2013-09-02 to 2014-08-31 | 529,000,000 | USD | 364 |
Inspect the source
- Entity
- COSTCO WHOLESALE CORP /NEW / CIK 0000909832
- Captured
- 2026-09-19T11:15:18.298Z
- SEC response SHA-256
71a4fd99c86f27c3aa27b8f05b3a9705c16f0060b425395bb1a367ce239b7d1f
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.
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Read the published dataset with Python
import json
from urllib.request import urlopen
with urlopen("https://canlicapital.com/company-data/0000909832.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"])))