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Carroll Financial Associates, Inc.: IOO position timeline

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

Carroll Financial Associates, Inc. held 128,446 IOO 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 128,446 shares
    Change vs previous 13F +880 shares

    0.54% of the 13F portfolio, value $10,103,000.

    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 127,566 shares
    Change vs previous 13F -367 shares

    0.51% of the 13F portfolio, value $9,075,000.

    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 127,933 shares
    Change vs previous 13F +734 shares

    0.51% of the 13F portfolio, value $9,082,000.

    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 127,199 shares
    Change vs previous 13F -3,508 shares

    0.52% of the 13F portfolio, value $8,396,000.

    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 130,707 shares
    Change vs previous 13F +142 shares

    0.55% of the 13F portfolio, value $8,222,000.

    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 130,565 shares
    Change vs previous 13F +443 shares

    0.57% of the 13F portfolio, value $7,350,000.

    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 130,122 shares
    Change vs previous 13F -9,398 shares

    0.57% of the 13F portfolio, value $6,867,000.

    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 139,520 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $6,230,000.

    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).