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Carroll Financial Associates, Inc.: SPMD position timeline

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

Carroll Financial Associates, Inc. held 148,809 SPMD 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 148,809 shares
    Change vs previous 13F +24,717 shares

    0.39% of the 13F portfolio, value $7,374,000.

    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 124,092 shares
    Change vs previous 13F +13,138 shares

    0.32% of the 13F portfolio, value $5,728,000.

    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 110,954 shares
    Change vs previous 13F -22,557 shares

    0.3% of the 13F portfolio, value $5,238,000.

    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 133,511 shares
    Change vs previous 13F -12,555 shares

    0.38% of the 13F portfolio, value $6,109,000.

    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 146,066 shares
    Change vs previous 13F +49,218 shares

    0.39% of the 13F portfolio, value $5,901,000.

    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 96,848 shares
    Change vs previous 13F -6,058 shares

    0.24% of the 13F portfolio, value $3,160,000.

    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 102,906 shares
    Change vs previous 13F -99,953 shares

    0.27% of the 13F portfolio, value $3,215,000.

    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 202,859 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $5,138,000.

    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).