Carroll Financial Associates, Inc.: UMC position timeline

Carroll Financial Associates, Inc. held 1,900 UMC 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 1,900 shares

   Change vs previous 13F +1,831 shares

   <0.01% of the 13F portfolio, value $22,000.

   13F-HR 0000909012-22-000001 filed by Carroll Financial Associates, Inc.
   Filed 2022-01-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:36:54 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2021-09-30

   13F 69 shares

   Change vs previous 13F -150 shares

   0% of the 13F portfolio, value $0.

   13F-HR 0000909012-21-000125 filed by Carroll Financial Associates, Inc.
   Filed 2021-10-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:37:51 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2021-06-30

   13F 219 shares

   Change vs previous 13F +219 shares

   <0.01% of the 13F portfolio, value $2,000.

   13F-HR 0000909012-21-000095 filed by Carroll Financial Associates, Inc.
   Filed 2021-07-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:38:33 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2020-09-30

   13F 0 shares

   Change vs previous 13F -53,974 shares

   13F-HR 0000909012-20-000129 filed by Carroll Financial Associates, Inc.
   Filed 2020-10-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:48:21 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

5. period ended2020-06-30

   13F 53,974 shares

   Change vs previous 13F not available

   0.01% of the 13F portfolio, value $142,000.

   13F-HR 0000909012-20-000096 filed by Carroll Financial Associates, Inc.
   Filed 2020-07-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:52:28 UTC

   Acceptance time not in the bulk data set (spec §4.2).