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Profit Planners Management, Inc.: filings

Every Profit Planners Management, Inc. annual and quarterly report in the SEC record with the published financial measures it tagged, 22 filings, each linked to its SEC index.

Filing record ends 2017-04-10

The latest filing in this captured record is a 10-Q filed 2017-04-10. No later filing is in the SEC companyfacts record captured on 2026-09-23. Profit Planners Management, 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-Q2017-04-10fiscal Q3 201719490001213900-17-003561
10-Q2017-01-04fiscal Q2 201719480001213900-17-000053
10-Q2016-10-11fiscal Q1 201719390001213900-16-017419
10-K2016-08-24fiscal FY 201621420001213900-16-016376
10-Q2016-04-12fiscal Q3 201619450001213900-16-012423
10-Q2016-01-12fiscal Q2 201619440001213900-16-010050
10-Q2015-10-13fiscal Q1 201617360001213900-15-007609
10-K2015-09-11fiscal FY 201522420001213900-15-006881
10-Q2015-04-13fiscal Q3 201517390001213900-15-002638
10-Q2015-01-12fiscal Q2 201517420001213900-15-000200
10-Q2014-10-10fiscal Q1 201517320001213900-14-007188
10-K2014-08-18fiscal FY 201425500001213900-14-006066
10-Q2014-04-10fiscal Q3 201421560001213900-14-002296
10-Q2014-01-13fiscal Q2 201420540001213900-14-000178
10-Q2013-10-15fiscal Q1 201420380001213900-13-005686
10-K2013-09-09fiscal FY 201320410001213900-13-004972
10-Q2013-04-18fiscal Q3 201316420001471242-13-000133
10-Q2013-01-14fiscal Q2 201317460001471242-13-000027
10-Q/A2012-10-19fiscal Q1 201315300001471242-12-001415
10-K/A2012-09-21fiscal FY 201221370001471242-12-001316
10-Q2012-04-16fiscal Q3 201221470001471242-12-000461
10-Q/A2012-01-27fiscal Q2 201222510001471242-12-000128

Inspect the source

Entity
Profit Planners Management, Inc. / CIK 0001468164
Captured
SEC response SHA-256
842e1d2b56d126773e6a19da43de42a87718cd05a16b3e6f816cd517203b6a2b

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/0001468164.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"])))