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Disclosery

Carroll Financial Associates, Inc.: IVW position timeline

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

Carroll Financial Associates, Inc. held 51,210 IVW 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 51,210 shares
    Change vs previous 13F -39,668 shares

    0.23% of the 13F portfolio, value $4,343,000.

    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 90,878 shares
    Change vs previous 13F +33,753 shares

    0.38% of the 13F portfolio, value $6,716,000.

    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 57,125 shares
    Change vs previous 13F -1,592 shares

    0.24% of the 13F portfolio, value $4,154,000.

    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 58,717 shares
    Change vs previous 13F -7,237 shares

    0.24% of the 13F portfolio, value $3,823,000.

    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 65,954 shares
    Change vs previous 13F +47,787 shares

    0.28% of the 13F portfolio, value $4,209,000.

    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 18,167 shares
    Change vs previous 13F -644 shares

    0.32% of the 13F portfolio, value $4,198,000.

    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 18,811 shares
    Change vs previous 13F -96 shares

    0.33% of the 13F portfolio, value $3,903,000.

    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 18,907 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $3,120,000.

    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).