CALTON & ASSOCIATES, INC.: IEF position timeline

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

CALTON & ASSOCIATES, INC. held 3,389 IEF 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 3,389 shares
Change vs previous 13F -2,567 shares
0.05% of the 13F portfolio, value $320,521.
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 5,956 shares
Change vs previous 13F +2,307 shares
0.08% of the 13F portfolio, value $568,408.
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 3,649 shares
Change vs previous 13F -1,143 shares
0.05% of the 13F portfolio, value $350,933.
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 4,792 shares
Change vs previous 13F +1,674 shares
0.07% of the 13F portfolio, value $462,281.
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 3,118 shares
Change vs previous 13F not available
0.05% of the 13F portfolio, value $298,611.
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).