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Disclosery

Carroll Financial Associates, Inc.: UPS position timeline

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

Carroll Financial Associates, Inc. held 12,836 UPS 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 12,836 shares
    Change vs previous 13F +153 shares

    0.15% of the 13F portfolio, value $2,761,000.

    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 12,683 shares
    Change vs previous 13F -1,028 shares

    0.13% of the 13F portfolio, value $2,309,000.

    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 13,711 shares
    Change vs previous 13F +2,776 shares

    0.16% of the 13F portfolio, value $2,851,000.

    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 10,935 shares
    Change vs previous 13F -111 shares

    0.11% of the 13F portfolio, value $1,858,000.

    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 11,046 shares
    Change vs previous 13F -30 shares

    0.12% of the 13F portfolio, value $1,860,000.

    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 11,076 shares
    Change vs previous 13F -439 shares

    0.14% of the 13F portfolio, value $1,845,000.

    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 11,515 shares
    Change vs previous 13F -73 shares

    0.11% of the 13F portfolio, value $1,280,000.

    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 11,588 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,082,000.

    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).