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Carroll Financial Associates, Inc.: SON position timeline

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

Carroll Financial Associates, Inc. held 40,892 SON 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 40,892 shares
    Change vs previous 13F +776 shares

    0.12% of the 13F portfolio, value $2,332,000.

    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 40,116 shares
    Change vs previous 13F -280 shares

    0.13% of the 13F portfolio, value $2,390,000.

    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 40,396 shares
    Change vs previous 13F +982 shares

    0.15% of the 13F portfolio, value $2,702,000.

    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 39,414 shares
    Change vs previous 13F +999 shares

    0.15% of the 13F portfolio, value $2,494,000.

    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 38,415 shares
    Change vs previous 13F -7,625 shares

    0.15% of the 13F portfolio, value $2,276,000.

    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 46,040 shares
    Change vs previous 13F +1,153 shares

    0.18% of the 13F portfolio, value $2,351,000.

    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 44,887 shares
    Change vs previous 13F -1,010 shares

    0.2% of the 13F portfolio, value $2,347,000.

    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 45,897 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $2,127,000.

    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).