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CALTON & ASSOCIATES, INC.: QQQ position timeline

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

CALTON & ASSOCIATES, INC. held 56,351 QQQ 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 56,351 shares
    Change vs previous 13F -79 shares

    6.08% of the 13F portfolio, value $41,496,517.

    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 56,430 shares
    Change vs previous 13F -2,941 shares

    4.68% of the 13F portfolio, value $32,570,476.

    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 59,371 shares
    Change vs previous 13F +607 shares

    5.36% of the 13F portfolio, value $36,472,261.

    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 58,764 shares
    Change vs previous 13F +892 shares

    5.3% of the 13F portfolio, value $35,280,145.

    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 57,872 shares
    Change vs previous 13F +17,594 shares

    5.52% of the 13F portfolio, value $31,924,414.

    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 40,278 shares
    Change vs previous 13F +15,288 shares

    4.31% of the 13F portfolio, value $18,886,979.

    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 24,990 shares
    Change vs previous 13F -3,905 shares

    5.65% of the 13F portfolio, value $12,775,472.

    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 28,895 shares
    Change vs previous 13F not available

    5.39% of the 13F portfolio, value $14,102,940.

    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).