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Disclosery

Carroll Financial Associates, Inc.: SPD position timeline

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

Carroll Financial Associates, Inc. held 335,216 SPD 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 335,216 shares
    Change vs previous 13F +21,736 shares

    0.6% of the 13F portfolio, value $11,202,000.

    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 313,480 shares
    Change vs previous 13F +308,365 shares

    0.53% of the 13F portfolio, value $9,539,000.

    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 5,115 shares
    Change vs previous 13F +2,400 shares

    0.01% of the 13F portfolio, value $155,000.

    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 2,715 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $76,000.

    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).