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Carroll Financial Associates, Inc.: IWF position timeline

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

Carroll Financial Associates, Inc. held 159,038 IWF 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 159,038 shares
    Change vs previous 13F -9,160 shares

    2.62% of the 13F portfolio, value $49,225,000.

    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 168,198 shares
    Change vs previous 13F -783 shares

    2.58% of the 13F portfolio, value $46,093,000.

    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 168,981 shares
    Change vs previous 13F +66,023 shares

    2.6% of the 13F portfolio, value $45,875,000.

    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 102,958 shares
    Change vs previous 13F +8,506 shares

    1.54% of the 13F portfolio, value $25,023,000.

    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 94,452 shares
    Change vs previous 13F +11,856 shares

    1.52% of the 13F portfolio, value $22,776,000.

    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 82,596 shares
    Change vs previous 13F -3,947 shares

    1.38% of the 13F portfolio, value $17,914,000.

    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 86,543 shares
    Change vs previous 13F +3,100 shares

    1.39% of the 13F portfolio, value $16,612,000.

    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 83,443 shares
    Change vs previous 13F not available

    1.23% of the 13F portfolio, value $12,570,000.

    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).