Skip to content
Disclosery

CALTON & ASSOCIATES, INC.: PKW position timeline

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

CALTON & ASSOCIATES, INC. held 5,034 PKW 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 5,034 shares
    Change vs previous 13F -497 shares

    0.1% of the 13F portfolio, value $713,176.

    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 5,531 shares
    Change vs previous 13F -409 shares

    0.1% of the 13F portfolio, value $725,902.

    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 5,940 shares
    Change vs previous 13F -178 shares

    0.12% of the 13F portfolio, value $797,888.

    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 6,118 shares
    Change vs previous 13F -407 shares

    0.12% of the 13F portfolio, value $810,539.

    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 6,525 shares
    Change vs previous 13F -36 shares

    0.14% of the 13F portfolio, value $806,447.

    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 6,561 shares
    Change vs previous 13F -40 shares

    0.17% of the 13F portfolio, value $739,142.

    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 6,601 shares
    Change vs previous 13F -70 shares

    0.34% of the 13F portfolio, value $759,993.

    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 6,671 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $764,003.

    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).