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CALTON & ASSOCIATES, INC.: DVY position timeline

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

CALTON & ASSOCIATES, INC. held 1,865 DVY 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 1,865 shares
    Change vs previous 13F -2 shares

    0.04% of the 13F portfolio, value $291,497.

    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 1,867 shares
    Change vs previous 13F -652 shares

    0.04% of the 13F portfolio, value $282,634.

    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 2,519 shares
    Change vs previous 13F +133 shares

    0.05% of the 13F portfolio, value $355,464.

    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 2,386 shares
    Change vs previous 13F -223 shares

    0.05% of the 13F portfolio, value $339,043.

    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 2,609 shares
    Change vs previous 13F +29 shares

    0.06% of the 13F portfolio, value $346,546.

    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 2,580 shares
    Change vs previous 13F +476 shares

    0.08% of the 13F portfolio, value $346,436.

    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 2,104 shares
    Change vs previous 13F -489 shares

    0.12% of the 13F portfolio, value $276,169.

    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 2,593 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $350,308.

    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).