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Carroll Financial Associates, Inc.: AXP position timeline

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

Carroll Financial Associates, Inc. held 47,049 AXP 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 47,049 shares
    Change vs previous 13F -4,572 shares

    0.41% of the 13F portfolio, value $7,734,000.

    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 51,621 shares
    Change vs previous 13F -173 shares

    0.48% of the 13F portfolio, value $8,648,000.

    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 51,794 shares
    Change vs previous 13F +4,916 shares

    0.48% of the 13F portfolio, value $8,557,000.

    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 46,878 shares
    Change vs previous 13F +97 shares

    0.41% of the 13F portfolio, value $6,630,000.

    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 46,781 shares
    Change vs previous 13F +23 shares

    0.38% of the 13F portfolio, value $5,656,000.

    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 46,758 shares
    Change vs previous 13F -215 shares

    0.36% of the 13F portfolio, value $4,687,000.

    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 46,973 shares
    Change vs previous 13F -714 shares

    0.37% of the 13F portfolio, value $4,471,000.

    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 47,687 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $4,082,000.

    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).