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Carroll Financial Associates, Inc.: FNDX position timeline

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

Carroll Financial Associates, Inc. held 34,384 FNDX 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 34,384 shares
    Change vs previous 13F -382 shares

    0.11% of the 13F portfolio, value $2,012,000.

    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 34,766 shares
    Change vs previous 13F -13,567 shares

    0.1% of the 13F portfolio, value $1,875,000.

    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 48,333 shares
    Change vs previous 13F -2,150 shares

    0.15% of the 13F portfolio, value $2,644,000.

    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 50,483 shares
    Change vs previous 13F -31,628 shares

    0.16% of the 13F portfolio, value $2,608,000.

    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 82,111 shares
    Change vs previous 13F -5,516 shares

    0.25% of the 13F portfolio, value $3,718,000.

    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 87,627 shares
    Change vs previous 13F -3,480 shares

    0.26% of the 13F portfolio, value $3,393,000.

    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 91,107 shares
    Change vs previous 13F -4,456 shares

    0.28% of the 13F portfolio, value $3,356,000.

    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 95,563 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $2,994,000.

    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).