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CALTON & ASSOCIATES, INC.: FEZ position timeline

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

CALTON & ASSOCIATES, INC. held 10,982 FEZ 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 10,982 shares
    Change vs previous 13F -9,493 shares

    0.11% of the 13F portfolio, value $754,237.

    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 20,475 shares
    Change vs previous 13F -479 shares

    0.18% of the 13F portfolio, value $1,271,080.

    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 20,954 shares
    Change vs previous 13F -374 shares

    0.2% of the 13F portfolio, value $1,349,219.

    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 21,328 shares
    Change vs previous 13F +542 shares

    0.2% of the 13F portfolio, value $1,324,896.

    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 20,786 shares
    Change vs previous 13F -638 shares

    0.21% of the 13F portfolio, value $1,241,557.

    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 21,424 shares
    Change vs previous 13F -243 shares

    0.27% of the 13F portfolio, value $1,165,659.

    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 21,667 shares
    Change vs previous 13F +9,268 shares

    0.46% of the 13F portfolio, value $1,043,276.

    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 12,399 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $660,147.

    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).