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CALTON & ASSOCIATES, INC.: BILS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CALTON & ASSOCIATES, INC. on BILS, newest first. How the timeline and the estimate are built.

CALTON & ASSOCIATES, INC. held 64,106 BILS shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 64,106 shares
    Change vs previous 13F -18,836 shares

    0.93% of the 13F portfolio, value $6,370,805.

    13F-HR 0001172661-26-003203 filed by CALTON & 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 ended2026-03-31
    13F 82,942 shares
    Change vs previous 13F -7,519 shares

    1.19% of the 13F portfolio, value $8,247,790.

    13F-HR 0001172661-26-001798 filed by CALTON & 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 ended2025-12-31
    13F 90,461 shares
    Change vs previous 13F +8,001 shares

    1.32% of the 13F portfolio, value $8,975,575.

    13F-HR 0001172661-26-000574 filed by CALTON & 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 ended2025-09-30
    13F 82,460 shares
    Change vs previous 13F +7,087 shares

    1.23% of the 13F portfolio, value $8,206,422.

    13F-HR 0001172661-25-004622 filed by CALTON & 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 ended2025-06-30
    13F 75,373 shares
    Change vs previous 13F +40,798 shares

    1.3% of the 13F portfolio, value $7,494,289.

    13F-HR 0001172661-25-003047 filed by CALTON & 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 ended2025-03-31
    13F/A 34,575 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $3,439,894.

    13F-HR/A 0001172661-25-002159 filed by CALTON & ASSOCIATES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).