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Carroll Financial Associates, Inc.: XMLV position timeline

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

Carroll Financial Associates, Inc. held 26,834 XMLV 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 26,834 shares
    Change vs previous 13F +1,002 shares

    0.08% of the 13F portfolio, value $1,550,000.

    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 25,832 shares
    Change vs previous 13F +550 shares

    0.08% of the 13F portfolio, value $1,356,000.

    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 25,282 shares
    Change vs previous 13F +3,148 shares

    0.08% of the 13F portfolio, value $1,352,000.

    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 22,134 shares
    Change vs previous 13F +633 shares

    0.07% of the 13F portfolio, value $1,158,000.

    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 21,501 shares
    Change vs previous 13F +94 shares

    0.07% of the 13F portfolio, value $1,034,000.

    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 21,407 shares
    Change vs previous 13F +1,215 shares

    0.07% of the 13F portfolio, value $891,000.

    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 20,192 shares
    Change vs previous 13F +1,416 shares

    0.07% of the 13F portfolio, value $835,000.

    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 18,776 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $747,000.

    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).