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Carroll Financial Associates, Inc.: SHY position timeline

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

Carroll Financial Associates, Inc. held 2,881 SHY 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 2,881 shares
    Change vs previous 13F -43,394 shares

    0.01% of the 13F portfolio, value $246,000.

    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 46,275 shares
    Change vs previous 13F +386 shares

    0.22% of the 13F portfolio, value $3,986,000.

    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 45,889 shares
    Change vs previous 13F +14,365 shares

    0.22% of the 13F portfolio, value $3,953,000.

    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 31,524 shares
    Change vs previous 13F +6,237 shares

    0.17% of the 13F portfolio, value $2,718,000.

    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 25,287 shares
    Change vs previous 13F -1,298 shares

    0.15% of the 13F portfolio, value $2,184,000.

    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 26,585 shares
    Change vs previous 13F +4,633 shares

    0.18% of the 13F portfolio, value $2,299,000.

    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 21,952 shares
    Change vs previous 13F +1,518 shares

    0.16% of the 13F portfolio, value $1,901,000.

    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 20,434 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,771,000.

    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).