Carroll Financial Associates, Inc.

Business address
4521 Sharon Road, Suite 400, Charlotte, NC, 28211
Top securities (13F)
AUSF, USMV, KLDW, PRF, AAPL, MTUM, MSFT, IWF, ARMR, IVV, OMFL, JAAA, VIG, DGRW, ARKK, BRKB, PULS, SPY, ARKG, and DUK
State of incorporation
NC
Fiscal year end
31 December
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Carroll Financial Associates, Inc. has filed 38 SEC EDGAR filings since 01 Feb 2013

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 06 Jan 2022 31 Dec 2021 028-15116
13F-HR Open Document Open Filing 07 Oct 2021 30 Sep 2021 028-15116
13F-HR Open Document Open Filing 13 Jul 2021 30 Jun 2021 028-15116
13F-HR Open Document Open Filing 06 Apr 2021 31 Mar 2021 028-15116
13F-HR Open Document Open Filing 08 Jan 2021 31 Dec 2020 028-15116
13F-HR Open Document Open Filing 06 Oct 2020 30 Sep 2020 028-15116
13F-HR Open Document Open Filing 09 Jul 2020 30 Jun 2020 028-15116
13F-HR Open Document Open Filing 10 Apr 2020 31 Mar 2020 028-15116
13F-HR Open Document Open Filing 08 Jan 2020 31 Dec 2019 028-15116
13F-HR Open Document Open Filing 09 Oct 2019 30 Sep 2019 028-15116
13F-HR Open Document Open Filing 08 Jul 2019 30 Jun 2019 028-15116
13F-HR Open Document Open Filing 17 Apr 2019 31 Mar 2019 028-15116
13F-HR Open Document Open Filing 11 Jan 2019 31 Dec 2018 028-15116
13F-HR Open Document Open Filing 30 Oct 2018 30 Sep 2018 028-15116
13F-HR Open Document Open Filing 19 Jul 2018 30 Jun 2018 028-15116
13F-HR Open Document Open Filing 06 Apr 2018 31 Mar 2018 028-15116
13F-HR Open Document Open Filing 18 Jan 2018 31 Dec 2017 028-15116
13F-HR Open Document Open Filing 25 Oct 2017 30 Sep 2017 028-15116
13F-HR Open Document Open Filing 25 Jul 2017 30 Jun 2017 028-15116
13F-HR Open Document Open Filing 11 Apr 2017 31 Mar 2017 028-15116
13F-HR Open Document Open Filing 11 Jan 2017 31 Dec 2016 028-15116
13F-HR Open Document Open Filing 11 Oct 2016 30 Sep 2016 028-15116
13F-HR Open Document Open Filing 18 Jul 2016 30 Jun 2016 028-15116
13F-HR Open Document Open Filing 20 Apr 2016 31 Mar 2016 028-15116
13F-HR Open Document Open Filing 12 Jan 2016 31 Dec 2015 028-15116
13F-HR Open Document Open Filing 28 Oct 2015 30 Sep 2015 028-15116
13F-HR Open Document Open Filing 03 Aug 2015 30 Jun 2015 028-15116
13F-HR Open Document Open Filing 23 Apr 2015 31 Mar 2015 028-15116
13F-HR Open Document Open Filing 09 Feb 2015 31 Dec 2014 028-15116
13F-HR Open Document Open Filing 13 Nov 2014 30 Sep 2014 028-15116
13F-HR Open Document Open Filing 08 Aug 2014 30 Jun 2014 028-15116
13F-HR Open Document Open Filing 02 May 2014 31 Mar 2014 028-15116
13F-HR Open Document Open Filing 06 Feb 2014 31 Dec 2013 028-15116