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Carroll Financial Associates, Inc.: PRF position timeline

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

Carroll Financial Associates, Inc. held 547,460 PRF 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 547,460 shares
    Change vs previous 13F +10,120 shares

    5% of the 13F portfolio, value $93,862,000.

    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 537,340 shares
    Change vs previous 13F -10,867 shares

    4.76% of the 13F portfolio, value $85,093,000.

    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 548,207 shares
    Change vs previous 13F +7,494 shares

    4.97% of the 13F portfolio, value $87,894,000.

    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 540,713 shares
    Change vs previous 13F +18,602 shares

    5.04% of the 13F portfolio, value $82,010,000.

    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 522,111 shares
    Change vs previous 13F -7,578 shares

    4.63% of the 13F portfolio, value $69,545,000.

    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 529,689 shares
    Change vs previous 13F -21,699 shares

    4.65% of the 13F portfolio, value $60,273,000.

    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 551,388 shares
    Change vs previous 13F -72,427 shares

    4.98% of the 13F portfolio, value $59,720,000.

    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 623,815 shares
    Change vs previous 13F not available

    5.66% of the 13F portfolio, value $57,665,000.

    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).