Skip to content
Disclosery

Carroll Financial Associates, Inc.: VOO position timeline

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

Carroll Financial Associates, Inc. held 10,554 VOO 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 10,554 shares
    Change vs previous 13F +3,863 shares

    0.25% of the 13F portfolio, value $4,631,000.

    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 6,691 shares
    Change vs previous 13F +1,285 shares

    0.15% of the 13F portfolio, value $2,639,000.

    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 5,406 shares
    Change vs previous 13F +1,456 shares

    0.12% of the 13F portfolio, value $2,127,000.

    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 3,950 shares
    Change vs previous 13F -354 shares

    0.09% of the 13F portfolio, value $1,439,000.

    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 4,304 shares
    Change vs previous 13F -3,209 shares

    0.1% of the 13F portfolio, value $1,479,000.

    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 7,513 shares
    Change vs previous 13F +4,441 shares

    0.18% of the 13F portfolio, value $2,311,000.

    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 3,072 shares
    Change vs previous 13F +7 shares

    0.07% of the 13F portfolio, value $870,000.

    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 3,065 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $725,000.

    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).