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CALTON & ASSOCIATES, INC.: SMH position timeline

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

CALTON & ASSOCIATES, INC. held 10,052 SMH 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 10,052 shares
    Change vs previous 13F +1,307 shares

    0.97% of the 13F portfolio, value $6,592,912.

    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 8,745 shares
    Change vs previous 13F -581 shares

    0.48% of the 13F portfolio, value $3,352,932.

    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 9,326 shares
    Change vs previous 13F +470 shares

    0.49% of the 13F portfolio, value $3,358,619.

    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 8,856 shares
    Change vs previous 13F +1,007 shares

    0.43% of the 13F portfolio, value $2,890,392.

    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 7,849 shares
    Change vs previous 13F +1,062 shares

    0.38% of the 13F portfolio, value $2,188,975.

    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 6,787 shares
    Change vs previous 13F +5,348 shares

    0.33% of the 13F portfolio, value $1,435,343.

    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 1,439 shares
    Change vs previous 13F -1,933 shares

    0.15% of the 13F portfolio, value $348,590.

    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 3,372 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $827,676.

    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).