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Carroll Financial Associates, Inc.: ARKK position timeline

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

Carroll Financial Associates, Inc. held 243,162 ARKK 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 243,162 shares
    Change vs previous 13F -5,505 shares

    1.26% of the 13F portfolio, value $23,686,000.

    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 248,667 shares
    Change vs previous 13F +655 shares

    1.54% of the 13F portfolio, value $27,485,000.

    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 248,012 shares
    Change vs previous 13F -9,435 shares

    1.84% of the 13F portfolio, value $32,435,000.

    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 257,447 shares
    Change vs previous 13F -40,007 shares

    1.9% of the 13F portfolio, value $30,880,000.

    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 297,454 shares
    Change vs previous 13F -17,986 shares

    2.46% of the 13F portfolio, value $37,030,000.

    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 315,440 shares
    Change vs previous 13F -20,686 shares

    2.24% of the 13F portfolio, value $29,020,000.

    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 336,126 shares
    Change vs previous 13F -2,364 shares

    2% of the 13F portfolio, value $23,969,000.

    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 338,490 shares
    Change vs previous 13F not available

    1.46% of the 13F portfolio, value $14,893,000.

    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).