CALTON & ASSOCIATES, INC.: FDN position timeline

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

CALTON & ASSOCIATES, INC. held 1,038 FDN shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

period ended2026-06-30
13F 1,038 shares
Change vs previous 13F -330 shares
0.04% of the 13F portfolio, value $274,779.
13F-HR 0001172661-26-003203 filed by CALTON & ASSOCIATES, INC.
Filed 2026-08-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 1,368 shares
Change vs previous 13F +60 shares
0.05% of the 13F portfolio, value $320,153.
13F-HR 0001172661-26-001798 filed by CALTON & ASSOCIATES, INC.
Filed 2026-05-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 1,308 shares
Change vs previous 13F +341 shares
0.05% of the 13F portfolio, value $352,087.
13F-HR 0001172661-26-000574 filed by CALTON & ASSOCIATES, INC.
Filed 2026-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 967 shares
Change vs previous 13F +179 shares
0.04% of the 13F portfolio, value $270,605.
13F-HR 0001172661-25-004622 filed by CALTON & ASSOCIATES, INC.
Filed 2025-11-07 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 788 shares
Change vs previous 13F not available
0.04% of the 13F portfolio, value $212,232.
13F-HR 0001172661-25-003047 filed by CALTON & ASSOCIATES, INC.
Filed 2025-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).