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CALTON & ASSOCIATES, INC.: FDL position timeline

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

CALTON & ASSOCIATES, INC. held 20,903 FDL 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 20,903 shares
    Change vs previous 13F -2,206 shares

    0.15% of the 13F portfolio, value $1,017,125.

    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 23,109 shares
    Change vs previous 13F -2,283 shares

    0.17% of the 13F portfolio, value $1,173,928.

    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 25,392 shares
    Change vs previous 13F +4,028 shares

    0.17% of the 13F portfolio, value $1,125,871.

    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 21,364 shares
    Change vs previous 13F +389 shares

    0.14% of the 13F portfolio, value $927,398.

    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 20,975 shares
    Change vs previous 13F +10,840 shares

    0.15% of the 13F portfolio, value $878,225.

    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 10,135 shares
    Change vs previous 13F -767 shares

    0.1% of the 13F portfolio, value $440,281.

    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 10,902 shares
    Change vs previous 13F +5,335 shares

    0.19% of the 13F portfolio, value $438,904.

    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 5,567 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $233,557.

    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).