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CALTON & ASSOCIATES, INC.: IYK position timeline

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

CALTON & ASSOCIATES, INC. held 0 IYK 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 0 shares
    Change vs previous 13F -3,730 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 3,730 shares
    Change vs previous 13F -733 shares

    0.04% of the 13F portfolio, value $261,203.

    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 4,463 shares
    Change vs previous 13F -1,362 shares

    0.04% of the 13F portfolio, value $298,645.

    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 5,825 shares
    Change vs previous 13F -909 shares

    0.06% of the 13F portfolio, value $398,350.

    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 6,734 shares
    Change vs previous 13F -110 shares

    0.08% of the 13F portfolio, value $474,581.

    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 6,844 shares
    Change vs previous 13F +2,050 shares

    0.11% of the 13F portfolio, value $489,802.

    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 4,794 shares
    Change vs previous 13F -3,453 shares

    0.14% of the 13F portfolio, value $314,407.

    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 8,247 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $582,010.

    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).