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Carroll Financial Associates, Inc.: MSTB position timeline

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

Carroll Financial Associates, Inc. held 355,761 MSTB 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 355,761 shares
    Change vs previous 13F -7,184 shares

    0.61% of the 13F portfolio, value $11,508,000.

    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 362,945 shares
    Change vs previous 13F -11,500 shares

    0.61% of the 13F portfolio, value $10,989,000.

    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 374,445 shares
    Change vs previous 13F -66,835 shares

    0.65% of the 13F portfolio, value $11,484,000.

    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 441,280 shares
    Change vs previous 13F +146,307 shares

    0.78% of the 13F portfolio, value $12,666,000.

    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 294,973 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $7,978,000.

    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).