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Disclosery

Carroll Financial Associates, Inc.: MSOS position timeline

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

Carroll Financial Associates, Inc. held 11,825 MSOS 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 11,825 shares
    Change vs previous 13F +2,650 shares

    0.02% of the 13F portfolio, value $299,000.

    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 9,175 shares
    Change vs previous 13F -440 shares

    0.02% of the 13F portfolio, value $289,000.

    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 9,615 shares
    Change vs previous 13F -2,605 shares

    0.02% of the 13F portfolio, value $384,000.

    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 12,220 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $518,000.

    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).