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Carroll Financial Associates, Inc.: SPLV position timeline

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

Carroll Financial Associates, Inc. held 37,986 SPLV 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 37,986 shares
    Change vs previous 13F -16,786 shares

    0.14% of the 13F portfolio, value $2,575,000.

    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 54,772 shares
    Change vs previous 13F -855 shares

    0.19% of the 13F portfolio, value $3,332,000.

    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 55,627 shares
    Change vs previous 13F -200 shares

    0.19% of the 13F portfolio, value $3,388,000.

    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 55,827 shares
    Change vs previous 13F +1,546 shares

    0.2% of the 13F portfolio, value $3,246,000.

    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 54,281 shares
    Change vs previous 13F -251 shares

    0.2% of the 13F portfolio, value $3,052,000.

    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 54,532 shares
    Change vs previous 13F +136 shares

    0.23% of the 13F portfolio, value $2,925,000.

    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 54,396 shares
    Change vs previous 13F +489 shares

    0.23% of the 13F portfolio, value $2,702,000.

    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 53,907 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $2,529,000.

    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).