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Carroll Financial Associates, Inc.: IVV position timeline

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

Carroll Financial Associates, Inc. held 73,869 IVV 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 73,869 shares
    Change vs previous 13F +768 shares

    1.89% of the 13F portfolio, value $35,412,000.

    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 73,101 shares
    Change vs previous 13F +4,699 shares

    1.76% of the 13F portfolio, value $31,493,000.

    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 68,402 shares
    Change vs previous 13F +1,049 shares

    1.66% of the 13F portfolio, value $29,407,000.

    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 67,353 shares
    Change vs previous 13F -1,335 shares

    1.65% of the 13F portfolio, value $26,794,000.

    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 68,688 shares
    Change vs previous 13F +1,044 shares

    1.72% of the 13F portfolio, value $25,785,000.

    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 67,644 shares
    Change vs previous 13F +1,936 shares

    1.75% of the 13F portfolio, value $22,732,000.

    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 65,708 shares
    Change vs previous 13F +4,093 shares

    1.7% of the 13F portfolio, value $20,349,000.

    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 61,615 shares
    Change vs previous 13F not available

    1.56% of the 13F portfolio, value $15,921,000.

    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).