Current Market Value 1,877,613,000
Current Holdings 1762
Most Recent File Date 2022-01-06
Total Filings on Record 36
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Carroll Financial Associates, Inc. . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2022-01-06 2021-12-31 13F-HR 1762 1,877,613
2021-10-07 2021-09-30 13F-HR 1933 1,789,313
2021-07-13 2021-06-30 13F-HR 1792 1,767,107
2021-04-06 2021-03-31 13F-HR 1741 1,626,041
2021-01-08 2020-12-31 13F-HR 1612 1,503,084
2020-10-06 2020-09-30 13F-HR 1666 1,295,543
2020-07-09 2020-06-30 13F-HR 1703 1,198,656
2020-04-10 2020-03-31 13F-HR 1658 1,018,368
2020-01-08 2019-12-31 13F-HR 1696 1,258,380
2019-10-09 2019-09-30 13F-HR 1688 1,144,699
2019-07-08 2019-06-30 13F-HR 1752 1,148,109
2019-04-17 2019-03-31 13F-HR 1527 1,066,992
2019-01-11 2018-12-31 13F-HR 1384 898,743
2018-10-30 2018-09-30 13F-HR 1378 945,353
2018-07-19 2018-06-30 13F-HR 1333 937,363
2018-04-06 2018-03-31 13F-HR 1332 910,832
2018-01-18 2017-12-31 13F-HR 1308 914,433
2017-10-25 2017-09-30 13F-HR 1276 877,901
2017-07-25 2017-06-30 13F-HR 1263 827,116
2017-04-11 2017-03-31 13F-HR 1255 784,796
2017-01-11 2016-12-31 13F-HR 1231 700,831
2016-10-11 2016-09-30 13F-HR 1245 665,988
2016-07-18 2016-06-30 13F-HR 1242 597,914
2016-04-20 2016-03-31 13F-HR 1239 538,316
2016-01-12 2015-12-31 13F-HR 1183 480,362
2015-10-28 2015-09-30 13F-HR 1168 451,014
2015-08-03 2015-06-30 13F-HR 1132 446,963
2015-04-23 2015-03-31 13F-HR 866 227,589
2015-02-09 2014-12-31 13F-HR 766 156,741
2014-11-13 2014-09-30 13F-HR 929 324,335
2014-08-08 2014-06-30 13F-HR 976 357,486
2014-05-02 2014-03-31 13F-HR 922 304,885
2014-02-06 2013-12-31 13F-HR 935 281,401
2013-11-14 2013-09-30 13F-HR 936 265,284
2013-08-13 2013-06-30 13F-HR/A 1 R 807 204,058
2013-08-12 2013-06-30 13F-HR 814 9,680,676