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Carroll Financial Associates, Inc.: PM position timeline

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

Carroll Financial Associates, Inc. held 24,198 PM 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 24,198 shares
    Change vs previous 13F +2,581 shares

    0.12% of the 13F portfolio, value $2,263,000.

    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 21,617 shares
    Change vs previous 13F +325 shares

    0.11% of the 13F portfolio, value $2,049,000.

    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 21,292 shares
    Change vs previous 13F +147 shares

    0.12% of the 13F portfolio, value $2,110,000.

    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 21,145 shares
    Change vs previous 13F -2,021 shares

    0.12% of the 13F portfolio, value $1,876,000.

    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 23,166 shares
    Change vs previous 13F -110 shares

    0.13% of the 13F portfolio, value $1,917,000.

    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 23,276 shares
    Change vs previous 13F -739 shares

    0.13% of the 13F portfolio, value $1,745,000.

    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 24,015 shares
    Change vs previous 13F -1,124 shares

    0.14% of the 13F portfolio, value $1,682,000.

    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 25,139 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,834,000.

    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).