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CALTON & ASSOCIATES, INC.: DBEF position timeline

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

CALTON & ASSOCIATES, INC. held 219,312 DBEF 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 219,312 shares
    Change vs previous 13F +2,982 shares

    1.75% of the 13F portfolio, value $11,981,009.

    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 216,330 shares
    Change vs previous 13F +2,398 shares

    1.54% of the 13F portfolio, value $10,686,723.

    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 213,932 shares
    Change vs previous 13F +200 shares

    1.51% of the 13F portfolio, value $10,292,289.

    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 213,732 shares
    Change vs previous 13F +4,629 shares

    1.49% of the 13F portfolio, value $9,921,448.

    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 209,103 shares
    Change vs previous 13F +181,373 shares

    1.58% of the 13F portfolio, value $9,148,267.

    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 27,730 shares
    Change vs previous 13F +16,433 shares

    0.27% of the 13F portfolio, value $1,200,701.

    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 11,297 shares
    Change vs previous 13F +3,228 shares

    0.21% of the 13F portfolio, value $467,688.

    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 8,069 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $339,081.

    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).