Skip to content
Disclosery

Carroll Financial Associates, Inc.: IWD position timeline

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

Carroll Financial Associates, Inc. held 13,885 IWD 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 13,885 shares
    Change vs previous 13F +922 shares

    0.12% of the 13F portfolio, value $2,324,000.

    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 12,963 shares
    Change vs previous 13F +856 shares

    0.11% of the 13F portfolio, value $2,028,000.

    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 12,107 shares
    Change vs previous 13F -170 shares

    0.11% of the 13F portfolio, value $1,920,000.

    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 12,277 shares
    Change vs previous 13F +134 shares

    0.11% of the 13F portfolio, value $1,860,000.

    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 12,143 shares
    Change vs previous 13F -366 shares

    0.11% of the 13F portfolio, value $1,660,000.

    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 12,509 shares
    Change vs previous 13F -457 shares

    0.11% of the 13F portfolio, value $1,477,000.

    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 12,966 shares
    Change vs previous 13F +354 shares

    0.12% of the 13F portfolio, value $1,460,000.

    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 12,612 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,250,000.

    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).