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CALTON & ASSOCIATES, INC.: BUFR position timeline

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

CALTON & ASSOCIATES, INC. held 81,693 BUFR 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 81,693 shares
    Change vs previous 13F -9,805 shares

    0.44% of the 13F portfolio, value $2,984,245.

    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 91,498 shares
    Change vs previous 13F -9,766 shares

    0.44% of the 13F portfolio, value $3,089,887.

    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 101,264 shares
    Change vs previous 13F +4,522 shares

    0.51% of the 13F portfolio, value $3,469,305.

    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 96,742 shares
    Change vs previous 13F +6,242 shares

    0.49% of the 13F portfolio, value $3,233,118.

    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 90,500 shares
    Change vs previous 13F +60,866 shares

    0.5% of the 13F portfolio, value $2,877,900.

    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 29,634 shares
    Change vs previous 13F +19,369 shares

    0.2% of the 13F portfolio, value $879,833.

    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 10,265 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $312,775.

    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).