Skip to content
Disclosery

Carroll Financial Associates, Inc.: ITOT position timeline

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

Carroll Financial Associates, Inc. held 38,561 ITOT 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 38,561 shares
    Change vs previous 13F +8,015 shares

    0.22% of the 13F portfolio, value $4,149,000.

    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 30,546 shares
    Change vs previous 13F -3,733 shares

    0.17% of the 13F portfolio, value $3,005,000.

    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 34,279 shares
    Change vs previous 13F -787 shares

    0.19% of the 13F portfolio, value $3,385,000.

    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 35,066 shares
    Change vs previous 13F -2,273 shares

    0.2% of the 13F portfolio, value $3,212,000.

    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 37,339 shares
    Change vs previous 13F -16,509 shares

    0.21% of the 13F portfolio, value $3,219,000.

    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 53,848 shares
    Change vs previous 13F +4,605 shares

    0.31% of the 13F portfolio, value $4,065,000.

    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 49,243 shares
    Change vs previous 13F -13,963 shares

    0.29% of the 13F portfolio, value $3,419,000.

    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 63,206 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $3,616,000.

    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).