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Disclosery

Carroll Financial Associates, Inc.: SPY position timeline

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

Carroll Financial Associates, Inc. held 43,844 SPY 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 43,844 shares
    Change vs previous 13F -4,088 shares

    1.11% of the 13F portfolio, value $20,925,000.

    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 47,932 shares
    Change vs previous 13F -20,089 shares

    1.15% of the 13F portfolio, value $20,569,000.

    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 68,021 shares
    Change vs previous 13F +1,235 shares

    1.65% of the 13F portfolio, value $29,117,000.

    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 66,786 shares
    Change vs previous 13F -565 shares

    1.63% of the 13F portfolio, value $26,469,000.

    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 67,351 shares
    Change vs previous 13F -437 shares

    1.68% of the 13F portfolio, value $25,181,000.

    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 67,788 shares
    Change vs previous 13F -551 shares

    1.75% of the 13F portfolio, value $22,701,000.

    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 68,339 shares
    Change vs previous 13F +3,013 shares

    1.76% of the 13F portfolio, value $21,073,000.

    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 65,326 shares
    Change vs previous 13F not available

    1.65% of the 13F portfolio, value $16,837,000.

    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).