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Carroll Financial Associates, Inc.: AIQ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Carroll Financial Associates, Inc. on AIQ, newest first. How the timeline and the estimate are built.

Carroll Financial Associates, Inc. held 158,328 AIQ shares at 2021-12-31 per its 13F-HR filed 2022-01-06.

the latest 13F is the newest step

  1. period ended2021-12-31
    13F 158,328 shares
    Change vs previous 13F +2,355 shares

    0.27% of the 13F portfolio, value $5,096,000.

    13F-HR 0000909012-22-000001 filed by Carroll Financial Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2021-09-30
    13F 155,973 shares
    Change vs previous 13F +6,606 shares

    0.26% of the 13F portfolio, value $4,730,000.

    13F-HR 0000909012-21-000125 filed by Carroll Financial Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2021-06-30
    13F 149,367 shares
    Change vs previous 13F +2,386 shares

    0.26% of the 13F portfolio, value $4,555,000.

    13F-HR 0000909012-21-000095 filed by Carroll Financial Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2021-03-31
    13F 146,981 shares
    Change vs previous 13F +4,162 shares

    0.26% of the 13F portfolio, value $4,183,000.

    13F-HR 0000909012-21-000061 filed by Carroll Financial Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2020-12-31
    13F 142,819 shares
    Change vs previous 13F -16,741 shares

    0.26% of the 13F portfolio, value $3,884,000.

    13F-HR 0000909012-21-000002 filed by Carroll Financial Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2020-09-30
    13F 159,560 shares
    Change vs previous 13F -538 shares

    0.29% of the 13F portfolio, value $3,750,000.

    13F-HR 0000909012-20-000129 filed by Carroll Financial Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2020-06-30
    13F 160,098 shares
    Change vs previous 13F +1,358 shares

    0.28% of the 13F portfolio, value $3,308,000.

    13F-HR 0000909012-20-000096 filed by Carroll Financial Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2020-03-31
    13F 158,740 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $2,474,000.

    13F-HR 0000909012-20-000057 filed by Carroll Financial Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).