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CALTON & ASSOCIATES, INC.: FNDF position timeline

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

CALTON & ASSOCIATES, INC. held 38,309 FNDF 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 38,309 shares
    Change vs previous 13F +9,362 shares

    0.3% of the 13F portfolio, value $2,021,165.

    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 28,947 shares
    Change vs previous 13F +5,152 shares

    0.2% of the 13F portfolio, value $1,416,359.

    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 23,795 shares
    Change vs previous 13F +12,276 shares

    0.16% of the 13F portfolio, value $1,075,755.

    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 11,519 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $494,856.

    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).