Skip to content
Disclosery

Carroll Financial Associates, Inc.: VFMF position timeline

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

Carroll Financial Associates, Inc. held 60,189 VFMF 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 60,189 shares
    Change vs previous 13F +3,693 shares

    0.34% of the 13F portfolio, value $6,462,000.

    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 56,496 shares
    Change vs previous 13F +46,984 shares

    0.31% of the 13F portfolio, value $5,627,000.

    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 9,512 shares
    Change vs previous 13F +390 shares

    0.05% of the 13F portfolio, value $960,000.

    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 9,122 shares
    Change vs previous 13F -8,109 shares

    0.05% of the 13F portfolio, value $883,000.

    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 17,231 shares
    Change vs previous 13F -1,800 shares

    0.1% of the 13F portfolio, value $1,441,000.

    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 19,031 shares
    Change vs previous 13F +582 shares

    0.1% of the 13F portfolio, value $1,354,000.

    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 18,449 shares
    Change vs previous 13F -19 shares

    0.1% of the 13F portfolio, value $1,246,000.

    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 18,468 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,043,000.

    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).