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Carroll Financial Associates, Inc.: USMV position timeline

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

Carroll Financial Associates, Inc. held 1,816,413 USMV 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 1,816,413 shares
    Change vs previous 13F -20,427 shares

    7.79% of the 13F portfolio, value $146,348,000.

    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 1,836,840 shares
    Change vs previous 13F -68,421 shares

    7.55% of the 13F portfolio, value $135,007,000.

    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 1,905,261 shares
    Change vs previous 13F -115,614 shares

    7.94% of the 13F portfolio, value $140,246,000.

    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 2,020,875 shares
    Change vs previous 13F -1,870 shares

    8.6% of the 13F portfolio, value $139,824,000.

    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 2,022,745 shares
    Change vs previous 13F +2,745 shares

    9.13% of the 13F portfolio, value $137,303,000.

    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 2,020,000 shares
    Change vs previous 13F +18,655 shares

    9.94% of the 13F portfolio, value $128,734,000.

    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 2,001,345 shares
    Change vs previous 13F -10,401 shares

    10.12% of the 13F portfolio, value $121,341,000.

    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 2,011,746 shares
    Change vs previous 13F not available

    10.67% of the 13F portfolio, value $108,654,000.

    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).