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Carroll Financial Associates, Inc.: BX position timeline

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

Carroll Financial Associates, Inc. held 13,204 BX 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 13,204 shares
    Change vs previous 13F +233 shares

    0.09% of the 13F portfolio, value $1,783,000.

    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 12,971 shares
    Change vs previous 13F -66 shares

    0.08% of the 13F portfolio, value $1,509,000.

    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 13,037 shares
    Change vs previous 13F +301 shares

    0.07% of the 13F portfolio, value $1,266,000.

    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 12,736 shares
    Change vs previous 13F -4,110 shares

    0.06% of the 13F portfolio, value $949,000.

    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 16,846 shares
    Change vs previous 13F +3,893 shares

    0.07% of the 13F portfolio, value $1,091,000.

    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 12,953 shares
    Change vs previous 13F -4,000 shares

    0.05% of the 13F portfolio, value $676,000.

    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 16,953 shares
    Change vs previous 13F -100 shares

    0.08% of the 13F portfolio, value $960,000.

    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 17,053 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $777,000.

    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).