Skip to content
Disclosery

Carroll Financial Associates, Inc.: PEP position timeline

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

Carroll Financial Associates, Inc. held 30,735 PEP 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 30,735 shares
    Change vs previous 13F +5,703 shares

    0.28% of the 13F portfolio, value $5,270,000.

    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 25,032 shares
    Change vs previous 13F +245 shares

    0.21% of the 13F portfolio, value $3,765,000.

    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 24,787 shares
    Change vs previous 13F +243 shares

    0.21% of the 13F portfolio, value $3,672,000.

    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 24,544 shares
    Change vs previous 13F -163 shares

    0.21% of the 13F portfolio, value $3,471,000.

    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 24,707 shares
    Change vs previous 13F -51 shares

    0.24% of the 13F portfolio, value $3,664,000.

    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 24,758 shares
    Change vs previous 13F +71 shares

    0.26% of the 13F portfolio, value $3,431,000.

    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 24,687 shares
    Change vs previous 13F -826 shares

    0.27% of the 13F portfolio, value $3,265,000.

    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 25,513 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $3,064,000.

    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).