Skip to content
Disclosery

Carroll Financial Associates, Inc.: DIS position timeline

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

Carroll Financial Associates, Inc. held 30,244 DIS 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 30,244 shares
    Change vs previous 13F -289 shares

    0.25% of the 13F portfolio, value $4,621,000.

    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 30,533 shares
    Change vs previous 13F +145 shares

    0.29% of the 13F portfolio, value $5,165,000.

    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 30,388 shares
    Change vs previous 13F +710 shares

    0.3% of the 13F portfolio, value $5,341,000.

    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 29,678 shares
    Change vs previous 13F -61 shares

    0.34% of the 13F portfolio, value $5,476,000.

    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 29,739 shares
    Change vs previous 13F +168 shares

    0.36% of the 13F portfolio, value $5,388,000.

    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 29,571 shares
    Change vs previous 13F -1,422 shares

    0.28% of the 13F portfolio, value $3,669,000.

    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 30,993 shares
    Change vs previous 13F +869 shares

    0.29% of the 13F portfolio, value $3,456,000.

    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 30,124 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $2,910,000.

    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).