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CALTON & ASSOCIATES, INC.: KRE position timeline

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

CALTON & ASSOCIATES, INC. held 17,774 KRE 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 17,774 shares
    Change vs previous 13F -4,654 shares

    0.19% of the 13F portfolio, value $1,330,362.

    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 22,428 shares
    Change vs previous 13F -844 shares

    0.21% of the 13F portfolio, value $1,461,175.

    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 23,272 shares
    Change vs previous 13F -2,198 shares

    0.22% of the 13F portfolio, value $1,508,235.

    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 25,470 shares
    Change vs previous 13F -4,317 shares

    0.24% of the 13F portfolio, value $1,612,254.

    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 29,787 shares
    Change vs previous 13F +31 shares

    0.31% of the 13F portfolio, value $1,769,079.

    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 29,756 shares
    Change vs previous 13F -744 shares

    0.39% of the 13F portfolio, value $1,691,643.

    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 30,500 shares
    Change vs previous 13F +3,017 shares

    0.81% of the 13F portfolio, value $1,840,696.

    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 27,483 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $1,555,569.

    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).