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Carroll Financial Associates, Inc.: SPEM position timeline

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

Carroll Financial Associates, Inc. held 173,525 SPEM 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 173,525 shares
    Change vs previous 13F +7,236 shares

    0.38% of the 13F portfolio, value $7,171,000.

    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 166,289 shares
    Change vs previous 13F +17,648 shares

    0.4% of the 13F portfolio, value $7,072,000.

    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 148,641 shares
    Change vs previous 13F +4,198 shares

    0.38% of the 13F portfolio, value $6,763,000.

    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 144,443 shares
    Change vs previous 13F +20,002 shares

    0.39% of the 13F portfolio, value $6,323,000.

    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 124,441 shares
    Change vs previous 13F +13,625 shares

    0.35% of the 13F portfolio, value $5,246,000.

    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 110,816 shares
    Change vs previous 13F +1,153 shares

    0.31% of the 13F portfolio, value $4,051,000.

    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 109,663 shares
    Change vs previous 13F +5,634 shares

    0.31% of the 13F portfolio, value $3,669,000.

    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 104,029 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $2,960,000.

    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).