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Carroll Financial Associates, Inc.: VIG position timeline

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

Carroll Financial Associates, Inc. held 191,070 VIG 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 191,070 shares
    Change vs previous 13F -30,790 shares

    1.74% of the 13F portfolio, value $32,678,000.

    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 221,860 shares
    Change vs previous 13F -5,839 shares

    1.9% of the 13F portfolio, value $34,077,000.

    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 227,699 shares
    Change vs previous 13F -2,101 shares

    1.99% of the 13F portfolio, value $35,245,000.

    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 229,800 shares
    Change vs previous 13F +3,362 shares

    2.08% of the 13F portfolio, value $33,799,000.

    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 226,438 shares
    Change vs previous 13F +2,457 shares

    2.13% of the 13F portfolio, value $31,966,000.

    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 223,981 shares
    Change vs previous 13F -4,192 shares

    2.22% of the 13F portfolio, value $28,817,000.

    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 228,173 shares
    Change vs previous 13F +18,401 shares

    2.23% of the 13F portfolio, value $26,737,000.

    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 209,772 shares
    Change vs previous 13F not available

    2.13% of the 13F portfolio, value $21,688,000.

    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).