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CALTON & ASSOCIATES, INC.: ITA position timeline

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

CALTON & ASSOCIATES, INC. held 12,634 ITA 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 12,634 shares
    Change vs previous 13F -1,312 shares

    0.45% of the 13F portfolio, value $3,062,667.

    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 13,946 shares
    Change vs previous 13F +290 shares

    0.44% of the 13F portfolio, value $3,050,692.

    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 13,656 shares
    Change vs previous 13F +111 shares

    0.43% of the 13F portfolio, value $2,931,877.

    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 13,545 shares
    Change vs previous 13F +3,395 shares

    0.43% of the 13F portfolio, value $2,834,352.

    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 10,150 shares
    Change vs previous 13F +623 shares

    0.33% of the 13F portfolio, value $1,914,750.

    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 9,527 shares
    Change vs previous 13F +1,471 shares

    0.33% of the 13F portfolio, value $1,458,568.

    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 8,056 shares
    Change vs previous 13F +2,156 shares

    0.52% of the 13F portfolio, value $1,170,912.

    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 5,900 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $882,994.

    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).