Skip to content
Disclosery

Carroll Financial Associates, Inc.: EPD position timeline

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

Carroll Financial Associates, Inc. held 14,662 EPD 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 14,662 shares
    Change vs previous 13F +5,974 shares

    0.02% of the 13F portfolio, value $316,000.

    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 8,688 shares
    Change vs previous 13F -20,242 shares

    0.01% of the 13F portfolio, value $188,000.

    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 28,930 shares
    Change vs previous 13F +1,468 shares

    0.04% of the 13F portfolio, value $698,000.

    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 27,462 shares
    Change vs previous 13F +464 shares

    0.04% of the 13F portfolio, value $604,000.

    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 26,998 shares
    Change vs previous 13F +67 shares

    0.04% of the 13F portfolio, value $528,000.

    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 26,931 shares
    Change vs previous 13F +470 shares

    0.03% of the 13F portfolio, value $425,000.

    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 26,461 shares
    Change vs previous 13F +1,073 shares

    0.04% of the 13F portfolio, value $480,000.

    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 25,388 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $363,000.

    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).