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Carroll Financial Associates, Inc.: CSB position timeline

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

Carroll Financial Associates, Inc. held 84,058 CSB 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 84,058 shares
    Change vs previous 13F -69 shares

    0.27% of the 13F portfolio, value $5,139,000.

    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 84,127 shares
    Change vs previous 13F +4,901 shares

    0.27% of the 13F portfolio, value $4,833,000.

    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 79,226 shares
    Change vs previous 13F +1,702 shares

    0.27% of the 13F portfolio, value $4,760,000.

    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 77,524 shares
    Change vs previous 13F +26,506 shares

    0.28% of the 13F portfolio, value $4,573,000.

    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 51,018 shares
    Change vs previous 13F +31,065 shares

    0.17% of the 13F portfolio, value $2,548,000.

    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 19,953 shares
    Change vs previous 13F +18,319 shares

    0.06% of the 13F portfolio, value $752,000.

    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 1,634 shares
    Change vs previous 13F -430 shares

    <0.01% of the 13F portfolio, value $59,000.

    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 2,064 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $64,000.

    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).