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TWFG, Inc.: filings

Every TWFG, Inc. annual and quarterly report in the SEC record with the published financial measures it tagged, 9 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-Q2026-08-06fiscal Q2 2026421160002007596-26-000012
10-Q2026-05-08fiscal Q1 202643870001628280-26-032845
10-K2026-03-10fiscal FY 2025471150001628280-26-016162
10-Q2025-11-12fiscal Q3 2025431180001628280-25-051591
10-Q2025-08-13fiscal Q2 2025421060002007596-25-000024
10-Q2025-05-13fiscal Q1 202542780001628280-25-025142
10-K2025-03-27fiscal FY 2024481100001628280-25-015138
10-Q2024-11-13fiscal Q3 2024441150002007596-24-000013
10-Q2024-08-30fiscal Q2 202435970002007596-24-000008

Inspect the source

Entity
TWFG, Inc. / CIK 0002007596
Captured
2026-09-21T17:40:25.555Z
SEC response SHA-256
1e943665d10bee9e63e0e9e1c93c83cb117784e426fa9d5c01729e3b602ef2de

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/0002007596.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"])))