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CALTON & ASSOCIATES, INC.: FDVV position timeline

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

CALTON & ASSOCIATES, INC. held 294,506 FDVV 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 294,506 shares
    Change vs previous 13F -7,660 shares

    2.6% of the 13F portfolio, value $17,755,769.

    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 302,166 shares
    Change vs previous 13F -14,102 shares

    2.4% of the 13F portfolio, value $16,691,622.

    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 316,268 shares
    Change vs previous 13F +13,730 shares

    2.63% of the 13F portfolio, value $17,929,235.

    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 302,538 shares
    Change vs previous 13F +36,620 shares

    2.53% of the 13F portfolio, value $16,854,396.

    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 265,918 shares
    Change vs previous 13F +106,444 shares

    2.39% of the 13F portfolio, value $13,833,069.

    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 159,474 shares
    Change vs previous 13F +127,621 shares

    1.8% of the 13F portfolio, value $7,909,918.

    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 31,853 shares
    Change vs previous 13F -10,242 shares

    0.7% of the 13F portfolio, value $1,590,730.

    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 42,095 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $2,132,140.

    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).