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CALTON & ASSOCIATES, INC.: PECO position timeline

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

CALTON & ASSOCIATES, INC. held 17,995 PECO 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 17,995 shares
    Change vs previous 13F -20,405 shares

    0.11% of the 13F portfolio, value $748,946.

    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 38,400 shares
    Change vs previous 13F -5,737 shares

    0.21% of the 13F portfolio, value $1,436,918.

    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 44,137 shares
    Change vs previous 13F -5,171 shares

    0.23% of the 13F portfolio, value $1,569,937.

    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 49,308 shares
    Change vs previous 13F -4,976 shares

    0.25% of the 13F portfolio, value $1,692,741.

    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 54,284 shares
    Change vs previous 13F -1,782 shares

    0.33% of the 13F portfolio, value $1,901,558.

    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 56,066 shares
    Change vs previous 13F +22,486 shares

    0.47% of the 13F portfolio, value $2,045,843.

    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 33,580 shares
    Change vs previous 13F -3,653 shares

    0.56% of the 13F portfolio, value $1,257,925.

    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 37,233 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $1,404,067.

    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).