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Carroll Financial Associates, Inc.: BRK-B position timeline

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

Carroll Financial Associates, Inc. held 74,517 BRK-B 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 74,517 shares
    Change vs previous 13F -11,286 shares

    1.18% of the 13F portfolio, value $22,107,000.

    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 85,803 shares
    Change vs previous 13F -914 shares

    1.31% of the 13F portfolio, value $23,419,000.

    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 86,717 shares
    Change vs previous 13F -853 shares

    1.36% of the 13F portfolio, value $24,100,000.

    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 87,570 shares
    Change vs previous 13F +398 shares

    1.38% of the 13F portfolio, value $22,371,000.

    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 87,172 shares
    Change vs previous 13F -1,620 shares

    1.34% of the 13F portfolio, value $20,212,000.

    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 88,792 shares
    Change vs previous 13F -1,083 shares

    1.46% of the 13F portfolio, value $18,907,000.

    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 89,875 shares
    Change vs previous 13F -190 shares

    1.34% of the 13F portfolio, value $16,043,000.

    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 90,065 shares
    Change vs previous 13F not available

    1.62% of the 13F portfolio, value $16,466,000.

    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).