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Disclosery

Carroll Financial Associates, Inc.: DUK position timeline

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

Carroll Financial Associates, Inc. held 166,856 DUK 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 166,856 shares
    Change vs previous 13F +9,356 shares

    0.92% of the 13F portfolio, value $17,234,000.

    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 157,500 shares
    Change vs previous 13F +11,636 shares

    0.86% of the 13F portfolio, value $15,370,000.

    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 145,864 shares
    Change vs previous 13F -4,388 shares

    0.81% of the 13F portfolio, value $14,399,000.

    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 150,252 shares
    Change vs previous 13F -72 shares

    0.89% of the 13F portfolio, value $14,503,000.

    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 150,324 shares
    Change vs previous 13F -290 shares

    0.92% of the 13F portfolio, value $13,763,000.

    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 150,614 shares
    Change vs previous 13F -2,693 shares

    1.03% of the 13F portfolio, value $13,338,000.

    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 153,307 shares
    Change vs previous 13F -292 shares

    1.02% of the 13F portfolio, value $12,247,000.

    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 153,599 shares
    Change vs previous 13F not available

    1.22% of the 13F portfolio, value $12,423,000.

    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).