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Carroll Financial Associates, Inc.: PSEP position timeline

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

Carroll Financial Associates, Inc. held 14,318 PSEP 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 14,318 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $435,000.

    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 14,318 shares
    Change vs previous 13F -66,932 shares

    0.02% of the 13F portfolio, value $415,000.

    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 81,250 shares
    Change vs previous 13F -18,440 shares

    0.14% of the 13F portfolio, value $2,394,000.

    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 99,690 shares
    Change vs previous 13F -122,423 shares

    0.18% of the 13F portfolio, value $2,865,000.

    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 222,113 shares
    Change vs previous 13F -12,555 shares

    0.41% of the 13F portfolio, value $6,201,000.

    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 234,668 shares
    Change vs previous 13F +207,718 shares

    0.48% of the 13F portfolio, value $6,167,000.

    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 26,950 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $696,000.

    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).