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Carroll Financial Associates, Inc.: PREF position timeline

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

Carroll Financial Associates, Inc. held 294,117 PREF 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 294,117 shares
    Change vs previous 13F +21,157 shares

    0.32% of the 13F portfolio, value $5,970,000.

    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 272,960 shares
    Change vs previous 13F +50,641 shares

    0.32% of the 13F portfolio, value $5,661,000.

    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 222,319 shares
    Change vs previous 13F +30,295 shares

    0.26% of the 13F portfolio, value $4,607,000.

    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 192,024 shares
    Change vs previous 13F +47,396 shares

    0.24% of the 13F portfolio, value $3,913,000.

    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 144,628 shares
    Change vs previous 13F +48,534 shares

    0.2% of the 13F portfolio, value $2,991,000.

    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 96,094 shares
    Change vs previous 13F +82,413 shares

    0.15% of the 13F portfolio, value $1,929,000.

    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 13,681 shares
    Change vs previous 13F +3,085 shares

    0.11% of the 13F portfolio, value $1,329,000.

    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 10,596 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $929,000.

    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).