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CALTON & ASSOCIATES, INC.: BSV position timeline

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

CALTON & ASSOCIATES, INC. held 39,548 BSV 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 39,548 shares
    Change vs previous 13F -6,671 shares

    0.45% of the 13F portfolio, value $3,081,195.

    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 46,219 shares
    Change vs previous 13F +1,705 shares

    0.52% of the 13F portfolio, value $3,624,015.

    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 44,514 shares
    Change vs previous 13F +3,492 shares

    0.52% of the 13F portfolio, value $3,508,121.

    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 41,022 shares
    Change vs previous 13F +12,454 shares

    0.49% of the 13F portfolio, value $3,237,071.

    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 28,568 shares
    Change vs previous 13F -2,248 shares

    0.39% of the 13F portfolio, value $2,248,287.

    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 30,816 shares
    Change vs previous 13F +5,612 shares

    0.55% of the 13F portfolio, value $2,412,288.

    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).

  7. period ended2024-12-31
    13F 25,204 shares
    Change vs previous 13F +9,559 shares

    0.86% of the 13F portfolio, value $1,947,486.

    13F-HR 0001172661-25-000329 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).

  8. period ended2024-09-30
    13F/A 15,645 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $1,231,117.

    13F-HR/A 0001172661-24-004314 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).