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Disclosery

Carroll Financial Associates, Inc.: CVS position timeline

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

Carroll Financial Associates, Inc. held 18,665 CVS 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 18,665 shares
    Change vs previous 13F +921 shares

    0.1% of the 13F portfolio, value $1,911,000.

    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 17,744 shares
    Change vs previous 13F -334 shares

    0.08% of the 13F portfolio, value $1,505,000.

    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 18,078 shares
    Change vs previous 13F +607 shares

    0.09% of the 13F portfolio, value $1,508,000.

    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 17,471 shares
    Change vs previous 13F -476 shares

    0.08% of the 13F portfolio, value $1,314,000.

    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 17,947 shares
    Change vs previous 13F -557 shares

    0.08% of the 13F portfolio, value $1,225,000.

    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 18,504 shares
    Change vs previous 13F -1,248 shares

    0.08% of the 13F portfolio, value $1,080,000.

    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 19,752 shares
    Change vs previous 13F +2,397 shares

    0.11% of the 13F portfolio, value $1,283,000.

    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 17,355 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,029,000.

    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).