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Carroll Financial Associates, Inc.: IBM position timeline

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

Carroll Financial Associates, Inc. held 14,706 IBM 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 14,706 shares
    Change vs previous 13F +1,868 shares

    0.1% of the 13F portfolio, value $1,935,000.

    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 12,838 shares
    Change vs previous 13F -394 shares

    0.1% of the 13F portfolio, value $1,783,000.

    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 13,232 shares
    Change vs previous 13F -956 shares

    0.11% of the 13F portfolio, value $1,939,000.

    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 14,188 shares
    Change vs previous 13F +962 shares

    0.12% of the 13F portfolio, value $1,890,000.

    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 13,226 shares
    Change vs previous 13F -60 shares

    0.11% of the 13F portfolio, value $1,664,000.

    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 13,286 shares
    Change vs previous 13F -856 shares

    0.12% of the 13F portfolio, value $1,616,000.

    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 14,142 shares
    Change vs previous 13F +2,421 shares

    0.14% of the 13F portfolio, value $1,707,000.

    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 11,721 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,300,000.

    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).