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CALTON & ASSOCIATES, INC.: PDP position timeline

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

CALTON & ASSOCIATES, INC. held 13,077 PDP 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 13,077 shares
    Change vs previous 13F -6,745 shares

    0.29% of the 13F portfolio, value $1,984,162.

    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 19,822 shares
    Change vs previous 13F -379 shares

    0.34% of the 13F portfolio, value $2,393,408.

    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 20,201 shares
    Change vs previous 13F -1,170 shares

    0.35% of the 13F portfolio, value $2,351,496.

    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 21,371 shares
    Change vs previous 13F +5,115 shares

    0.38% of the 13F portfolio, value $2,522,930.

    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 16,256 shares
    Change vs previous 13F +942 shares

    0.31% of the 13F portfolio, value $1,765,247.

    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 15,314 shares
    Change vs previous 13F +1,052 shares

    0.35% of the 13F portfolio, value $1,531,123.

    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 14,262 shares
    Change vs previous 13F +7,228 shares

    0.68% of the 13F portfolio, value $1,534,746.

    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 7,034 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $726,393.

    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).