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Disclosery

Carroll Financial Associates, Inc.: URA position timeline

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

Carroll Financial Associates, Inc. held 91,475 URA 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 91,475 shares
    Change vs previous 13F +22,453 shares

    0.12% of the 13F portfolio, value $2,331,000.

    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 69,022 shares
    Change vs previous 13F +6,552 shares

    0.09% of the 13F portfolio, value $1,642,000.

    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 62,470 shares
    Change vs previous 13F +2,054 shares

    0.07% of the 13F portfolio, value $1,324,000.

    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 60,416 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,137,000.

    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).