Skip to content
Disclosery

Carroll Financial Associates, Inc.: MTUM position timeline

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

Carroll Financial Associates, Inc. held 290,292 MTUM 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 290,292 shares
    Change vs previous 13F -3,303 shares

    2.85% of the 13F portfolio, value $53,544,000.

    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 293,595 shares
    Change vs previous 13F -10,980 shares

    2.88% of the 13F portfolio, value $51,555,000.

    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 304,575 shares
    Change vs previous 13F +1,131 shares

    2.99% of the 13F portfolio, value $52,822,000.

    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 303,444 shares
    Change vs previous 13F +9,212 shares

    3% of the 13F portfolio, value $48,812,000.

    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 294,232 shares
    Change vs previous 13F +3,878 shares

    3.16% of the 13F portfolio, value $47,456,000.

    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 290,354 shares
    Change vs previous 13F +1,258 shares

    3.3% of the 13F portfolio, value $42,798,000.

    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 289,096 shares
    Change vs previous 13F +3,069 shares

    3.16% of the 13F portfolio, value $37,871,000.

    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 286,027 shares
    Change vs previous 13F not available

    2.99% of the 13F portfolio, value $30,456,000.

    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).