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BTRS HOLDINGS INC.: filings

Every BTRS HOLDINGS INC. annual and quarterly report in the SEC record with the published financial measures it tagged, 14 filings, each linked to its SEC index.

Filing record ends 2022-11-07

The latest filing in this captured record is a 10-Q filed 2022-11-07. No later filing is in the SEC companyfacts record captured on 2026-09-22. BTRS 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-Q2022-11-07fiscal Q3 2022531500001774155-22-000129
10-Q2022-08-09fiscal Q2 2022541520001774155-22-000102
10-Q2022-05-10fiscal Q1 2022541100001774155-22-000064
10-K2022-03-09fiscal FY 2021591460001774155-22-000033
10-Q2021-11-10fiscal Q3 2021521630001774155-21-000095
10-Q2021-08-12fiscal Q2 2021521500001774155-21-000062
10-Q2021-05-14fiscal Q1 2021511060001774155-21-000029
10-K2021-03-24fiscal FY 202019400001140361-21-009706
10-Q2020-11-16fiscal Q3 202018600001140361-20-025661
10-Q2020-08-14fiscal Q2 202018560001140361-20-018476
10-Q2020-05-08fiscal Q1 202017380001140361-20-011110
10-K2020-03-20fiscal FY 201918200001140361-20-006472
10-Q2019-11-14fiscal Q3 201919310001140361-19-020591
10-Q2019-08-14fiscal Q2 201920310001140361-19-015038

Inspect the source

Entity
BTRS HOLDINGS INC. / CIK 0001774155
Captured
SEC response SHA-256
6b5734149aa71ea4c203a615ed213e5100ddd991bc27dc7ca756af27518324ef

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/0001774155.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"])))