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Carroll Financial Associates, Inc.: ISTB position timeline

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

Carroll Financial Associates, Inc. held 3,556 ISTB 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 3,556 shares
    Change vs previous 13F -224,986 shares

    0.01% of the 13F portfolio, value $179,000.

    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 228,542 shares
    Change vs previous 13F +30,534 shares

    0.65% of the 13F portfolio, value $11,671,000.

    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 198,008 shares
    Change vs previous 13F +18,789 shares

    0.57% of the 13F portfolio, value $10,155,000.

    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 179,219 shares
    Change vs previous 13F +33,232 shares

    0.57% of the 13F portfolio, value $9,192,000.

    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 145,987 shares
    Change vs previous 13F +42,176 shares

    0.5% of the 13F portfolio, value $7,538,000.

    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 103,811 shares
    Change vs previous 13F +18,267 shares

    0.41% of the 13F portfolio, value $5,351,000.

    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 85,544 shares
    Change vs previous 13F +5,633 shares

    0.37% of the 13F portfolio, value $4,402,000.

    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 79,911 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $4,035,000.

    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).