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CALTON & ASSOCIATES, INC.: GARP position timeline

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

CALTON & ASSOCIATES, INC. held 34,860 GARP 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 34,860 shares
    Change vs previous 13F +5,482 shares

    0.42% of the 13F portfolio, value $2,877,693.

    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 29,378 shares
    Change vs previous 13F +1,631 shares

    0.27% of the 13F portfolio, value $1,879,311.

    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 27,747 shares
    Change vs previous 13F +7,618 shares

    0.28% of the 13F portfolio, value $1,889,571.

    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 20,129 shares
    Change vs previous 13F +6,965 shares

    0.2% of the 13F portfolio, value $1,321,268.

    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 13,164 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $794,842.

    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).