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Disclosery

Carroll Financial Associates, Inc.: VLUE position timeline

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

Carroll Financial Associates, Inc. held 2,959 VLUE 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 2,959 shares
    Change vs previous 13F -530 shares

    0.02% of the 13F portfolio, value $323,000.

    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 3,489 shares
    Change vs previous 13F +178 shares

    0.02% of the 13F portfolio, value $351,000.

    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 3,311 shares
    Change vs previous 13F -551 shares

    0.02% of the 13F portfolio, value $347,000.

    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 3,862 shares
    Change vs previous 13F -256 shares

    0.02% of the 13F portfolio, value $395,000.

    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 4,118 shares
    Change vs previous 13F -1,978 shares

    0.02% of the 13F portfolio, value $357,000.

    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 6,096 shares
    Change vs previous 13F +3,090 shares

    0.03% of the 13F portfolio, value $449,000.

    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 3,006 shares
    Change vs previous 13F +2,296 shares

    0.02% of the 13F portfolio, value $217,000.

    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 710 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $44,000.

    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).