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Carroll Financial Associates, Inc.: AUSF position timeline

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

Carroll Financial Associates, Inc. held 5,531,364 AUSF 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 5,531,364 shares
    Change vs previous 13F -57,109 shares

    9.35% of the 13F portfolio, value $175,525,000.

    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 5,588,473 shares
    Change vs previous 13F -99,646 shares

    9.3% of the 13F portfolio, value $166,343,000.

    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 5,688,119 shares
    Change vs previous 13F +103,552 shares

    9.55% of the 13F portfolio, value $168,779,000.

    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 5,584,567 shares
    Change vs previous 13F -66,262 shares

    9.82% of the 13F portfolio, value $159,708,000.

    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 5,650,829 shares
    Change vs previous 13F -536,050 shares

    9.65% of the 13F portfolio, value $145,056,000.

    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 6,186,879 shares
    Change vs previous 13F +207,336 shares

    10.54% of the 13F portfolio, value $136,569,000.

    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 5,979,543 shares
    Change vs previous 13F +289,847 shares

    10.61% of the 13F portfolio, value $127,129,000.

    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 5,689,696 shares
    Change vs previous 13F not available

    9.95% of the 13F portfolio, value $101,286,000.

    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).