Skip to content

The Duckhorn Portfolio, Inc.: filings

Every The Duckhorn Portfolio, Inc. annual and quarterly report in the SEC record with the published financial measures it tagged, 15 filings, each linked to its SEC index.

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-Q2024-12-05fiscal Q1 2025481000001835256-24-000045
10-K2024-10-07fiscal FY 2024561460001835256-24-000040
10-Q2024-06-06fiscal Q3 2024531460001835256-24-000031
10-Q2024-03-07fiscal Q2 2024481320001835256-24-000016
10-Q2023-12-06fiscal Q1 2024481000001835256-23-000048
10-K2023-09-27fiscal FY 2023561450001835256-23-000038
10-Q2023-06-08fiscal Q3 2023511400001835256-23-000029
10-Q2023-03-08fiscal Q2 2023501380001835256-23-000014
10-Q2022-12-07fiscal Q1 2023491020001835256-22-000076
10-K2022-09-28fiscal FY 2022571470001835256-22-000063
10-Q2022-06-02fiscal Q3 2022501460001835256-22-000046
10-Q2022-03-10fiscal Q2 2022501420001835256-22-000028
10-Q2021-12-08fiscal Q1 2022501040001835256-21-000081
10-K2021-10-04fiscal FY 2021541410001835256-21-000044
10-Q2021-06-07fiscal Q3 2021501460001835256-21-000006

Inspect the source

Entity
The Duckhorn Portfolio, Inc. / CIK 0001835256
Captured
2026-09-21T17:30:38.315Z
SEC response SHA-256
3765ca3c151eb6dd1d9a574659de51e29d9549cbd74faee0fd0e929fef977246

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/0001835256.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"])))