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Carroll Financial Associates, Inc.: HDEF position timeline

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

Carroll Financial Associates, Inc. held 228,202 HDEF 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 228,202 shares
    Change vs previous 13F +9,072 shares

    0.29% of the 13F portfolio, value $5,390,000.

    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 219,130 shares
    Change vs previous 13F +36,485 shares

    0.28% of the 13F portfolio, value $4,978,000.

    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 182,645 shares
    Change vs previous 13F +10,490 shares

    0.25% of the 13F portfolio, value $4,434,000.

    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 172,155 shares
    Change vs previous 13F +21,251 shares

    0.25% of the 13F portfolio, value $4,104,000.

    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 150,904 shares
    Change vs previous 13F +8,037 shares

    0.23% of the 13F portfolio, value $3,496,000.

    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 142,867 shares
    Change vs previous 13F +10,760 shares

    0.22% of the 13F portfolio, value $2,908,000.

    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 132,107 shares
    Change vs previous 13F +7,037 shares

    0.22% of the 13F portfolio, value $2,692,000.

    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 125,070 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $2,305,000.

    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).